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Holistiplan Academy - Upload Breakdown
Navigate through Holistiplan's Tax Report and Scenario Analysis features with a 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
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