Special Data Entry
Two important fields under the Household field group are often dismissed the first time through the data entry process: Special Expenses and Special Receipt...
Thu, 3 Apr, 2025 at 1:10 PM
As you enter data the first time, the program will walk you through each set of field data options such as earnings, retirement accounts, special receipts,...
Fri, 19 Jun, 2020 at 8:26 PM
You can control when (if ever) you intend to enroll in Medicare B (and A) in Settings and Assumptions > Social Security and Medicare. You can choose the ...
Wed, 13 Apr, 2022 at 11:44 AM
This help text appears at the top of the settings page: Rates of return can be highly volatile. Please be very cautious setting your long-term average rate...
Fri, 19 Jun, 2020 at 9:26 PM
Regular assets (non-retirement assets) might generate ordinary interest or qualified dividends and capital gains. You can enter the typical percentage of ...
Thu, 4 Apr, 2024 at 2:58 PM
To set up a 529 account, find the 529 account entry under the Financial Assets group of inputs. If it does not appear there, look below on that Household pa...
Wed, 9 Jul, 2025 at 5:35 PM
In Settings and Assumptions > Taxes you should enter the percentage of your Regular Asset balance at the beginning of the year that is in tax-free munici...
Sat, 15 Aug, 2020 at 9:05 AM
In Settings and Assumptions > Taxes, enter the percentage of earnings from income on your taxable Regular Assets that our calculations should assume are ...
Sat, 13 Nov, 2021 at 8:41 AM
See Capital Gains and Qualified Dividends for more details on the "unrealized gains" field, the last field in this screenshot below. D...
Thu, 16 Jan, 2025 at 8:14 AM
According to this article in NOLO: The Tax Cuts and Jobs Act (TCJA), the massive tax reform law that took effect in 2018, established a new tax deduction ...
Sun, 23 Jan, 2022 at 7:22 AM