Screen Guides
On the Housing screen you enter information about your primary residence and (optionally) a vacation home. Any other properties, such as rental or commercia...
Thu, 27 Apr, 2023 at 9:37 AM
The Childhood screen asks you to enter information about children still living in the home. Key Concepts: Children in the home create an extra househol...
Sat, 29 Apr, 2023 at 9:25 AM
The Income and Benefits screen asks you to enter a retirement age and a maximum age. Key Concepts: Retirement age refers to your last year with earning...
Sat, 6 May, 2023 at 9:01 AM
Key Concepts This Social Security Record screen is intended to capture information about the past earnings record of an ex-spouse.Although you can enter or...
Tue, 6 Jun, 2023 at 3:59 PM
Key Concepts This Social Security Record screen is intended to capture information about the past earnings record of a deceased spouse. Although you can en...
Tue, 6 Jun, 2023 at 4:00 PM
The Health Savings Accounts screen allows you to enter the balances and contributions related to your HSA. There is an option to enter an account for each s...
Mon, 31 Mar, 2025 at 5:59 PM