Special Data Entry

Special Expenses and Receipts
Two important fields under the Household field group are often dismissed the first time through the data entry process: Special Expenses and Special Receipt...
Fri, 19 Jun, 2020 at 8:52 PM
Special Data Fields
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
Medicare B
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 ...
Fri, 19 Jun, 2020 at 8:57 PM
Rates of Return
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
Capital Gains and Qualified Dividends
The May 2019 update to MaxiFi implemented a major redesign of how we handle capital gains on taxable assets in the regular asset account and capital gains o...
Sun, 21 Jun, 2020 at 8:16 AM
529 Account Setup
To set up a 529 account, find the 529 account entry under the Household group of inputs. If it does not appear there, look below on that Household page and ...
Thu, 26 Nov, 2020 at 8:05 AM
Municipal Bonds
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
Qualified Dividends and Capital Gains
In Settings and Assumptions > Taxes, enter the percentage of income from your taxable Regular Assets that our calculations should assume are quali...
Sat, 15 Aug, 2020 at 9:12 AM
Land portion of real estate
The real estate screen uses the term "property" which always refers to the building and any depreciable items, not the non-depreciable land. To re...
Tue, 15 Dec, 2020 at 7:40 AM