Help Center

Back to home

Help Center

Holistiplan Academy - Upload Breakdown

Holistiplan Academy - Upload Breakdown

Navigate through Holistiplan's Tax Report and Scenario Analysis features with a Sample Return

Holistiplan Academy - Sample Return

Holistiplan Academy - Background Narrative to Accompany Sample Return

Tax Report

Tax Report: Key Figures - Total Income, AGI, Deductions, Taxable Income and Total Tax

Tax Report: Key Figures - Filing Status, Marginal Rate, Average/Effective Rate, Safe Harbor, Tax-Exempt Income

Tax Report: Key Figures - Tax Exempt Interest, Qualified/Ordinary Dividends, ST/LT Capital Gains, Carryforward Loss, and Credits

Tax Report: Marginal Bracket Information

Tax Report: Modified Adjusted Gross Income (MAGI) Section

Tax Report: Medicare Part B/D Premiums

Tax Report: Itemized Deduction Summary (Schedule A)

Tax Report: Schedule B Income Sources

Tax Report: Schedule C (Self-Employment Income)

Tax Report: Schedule D (Capital Gains/Losses)

Tax Report: Schedule E (Supplemental Income)

Tax Report: Observations

See more

Scenario Analysis

What is Scenario Analysis?

Editing Filing Status and Family Details

1040 Income in Scenario Analysis

Modeling a Roth Conversion

Modeling Capital Gains

Modeling Schedule 1 Income

Alternative Minimum Tax

Schedule 1 ("Above the Line") Deductions

Schedule A - Itemized Deductions

Qualified Business Income (QBI) Deduction

Nonrefundable Credits

Other Taxes

Refundable Credits

Total Tax, FICA, and Effective Tax Rate

Modified Adjusted Gross Income (MAGI) Opportunity Section

Scenario Recipes

Scenario Bank

Field Notes

See more