Screen Guides
On the Current/Future Earnings screen, you enter all of your income from employment activity. Other non-labor income, for example, from an inheritance or ch...
Tue, 17 Jun, 2025 at 11:07 AM
On the pension screen you enter information related to your pension(s). Social Security, retirement accounts, and annuities each have their own input areas...
Thu, 23 Jan, 2025 at 1:43 PM
Enter any annuities this individual owns or plans to purchase. Key Concepts: For annuities to be purchased in the future, you must handle the purchase se...
Fri, 20 Jun, 2025 at 11:53 AM
The Social Security Record screen gathers information about benefits you're already collecting as well as your Social Security earnings history. Do not ...
Thu, 3 Jul, 2025 at 4:30 PM
The Special Receipts screen allows you to enter money you receive that is not employment earnings subject to FICA payroll tax. Key Concepts: Receipts en...
Tue, 17 Jun, 2025 at 11:07 AM
The Special Expenses screen allows you to enter one-time or annual expenses that you want to be treated as fixed expenses like housing and taxes. Key Conc...
Thu, 3 Apr, 2025 at 1:07 PM
The Retirement Accounts screen allows you to enter the balances and contributions related to your retirement accounts. Key Concepts: Retirement account...
Wed, 17 May, 2023 at 8:56 AM
The Regular Assets screen asks you to enter non-retirement account balances. Key Concepts: Regular assets include checking, savings, brokerage and othe...
Thu, 27 Apr, 2023 at 2:58 PM
The 529 Accounts screen allows you to set up tax-advantaged savings plans to cover qualified educational expenses Key Concepts: Instead of entering annu...
Sat, 29 Apr, 2023 at 8:22 AM
The Real Estate page screen asks you to enter information about residential or non-residential rental properties you own or plan to purchase Key Concepts: ...
Sat, 29 Apr, 2023 at 9:14 AM