--- title: How do I clear overrides and age mismatch warnings in Scenario Analysis? description: Clearing overrides is a best practice to ensure the accuracy of your tax projections. Here's a rundown on how to do that. --- [Skip to content](https://help.holistiplan.com/how-do-i-clear-overrides-in-scenario-analysis#main-content) English Show submenu for translations [More support](https://help.holistiplan.com/kb-tickets/new?hsLang=en) [![Holistiplan Logo (800x200 px).webp\]](https://help.holistiplan.com/hs-fs/hubfs/Holistiplan%20Logo%20(800x200%20px).webp?width=160&height=40&name=Holistiplan%20Logo%20(800x200%20px).webp)](https://www.holistiplan.com/) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.holistiplan.com/kb-tickets/new) Holistiplan Knowledge Base - There are no suggestions because the search field is empty. 1. [Help Center](https://help.holistiplan.com/?hsLang=en) 2. [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en) 3. [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) # How do I clear overrides and age mismatch warnings in Scenario Analysis? ## Clearing overrides is a best practice to ensure the accuracy of tax projections. #### Skip to Instructions on: [**Clearing Overrides** (indicated by a **red exclamation point**) ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jan-23-2026-06-07-02-8369-PM.png?width=17&height=17&name=image-png-Jan-23-2026-06-07-02-8369-PM.png)](https://help.holistiplan.com/how-do-i-clear-overrides-in-scenario-analysis#clear_overrides) [**Clearing an Age Mismatch Warning** (indicated by a **yellow triangle**)![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Jan-23-2026-06-08-53-3543-PM.png?width=18&height=17&name=image-png-Jan-23-2026-06-08-53-3543-PM.png)](https://help.holistiplan.com/how-do-i-clear-overrides-in-scenario-analysis#age_mismatch) ### How to clear overrides in scenario analysis:   #### Why it happens: When copying a scenario generated from an uploaded return, Holistiplan uses **override** fields to create an immediate copy of that return. Some override fields are used for items in which the tax return lacks the detail required to assign values to a specific taxpayer. For example, W-2 wages are not split between Taxpayer 1 and Taxpayer 2 on a tax return with Married Filing Jointly filing status. Instead, all W-2 wages for both taxpayers are summed and entered on line 1a of Form 1040. Because of this, Holistiplan must group them into a single override field. #### How to clear it: Remove all values from the override field. Entering a **$0** in an override field does not clear it, but instead overrides that field with a **$0** value. Clearing overrides for items like Wages, IRA Distributions, and Social Security income allows users to attribute income to a specific taxpayer. This is required for certain state tax calculations. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Mar-06-2026-08-55-04-2952-PM.png?width=648&height=207&name=image-png-Mar-06-2026-08-55-04-2952-PM.png) ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Mar-06-2026-08-54-05-0631-PM.png?width=629&height=329&name=image-png-Mar-06-2026-08-54-05-0631-PM.png) ### How to clear "Birthday and Age Checkboxes" Mismatch warnings in Scenario Analysis Why it happens: A yellow warning triangle indicates a discrepancy between the information in the Household screen and Scenario Analysis. How to clear it: Follow these steps in order: 1. Check the Household Screen: Navigate to the Household screen and ensure both taxpayers are added with their correct dates of birth. If a spouse is missing, click **Add Client** to add them. ![Add Client](https://help.holistiplan.com/hs-fs/hubfs/Add%20Client.png?width=670&height=122&name=Add%20Client.png) 2. Verify the Scenario Participants: Return to Scenario Analysis and expand the Filing Status / Age / Dependents section. - Ensure the correct names are selected in the dropdown menus for Taxpayer 1 and Taxpayer 2. 1. - If a name is missing from the dropdown, return to the Household screen (Step 1).  In the example below, we do not have Taxpayer 2 listed, and they are not shown in the dropdown (because they have not been added to the Household). ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Mar-06-2026-09-16-53-6050-PM.png?width=495&height=378&name=image-png-Mar-06-2026-09-16-53-6050-PM.png) 2. Sync the **65 or Older** Checkboxes: In the Filing Status / Age / Dependents section of Scenario Analysis, ensure the 65 or Older checkbox for each taxpayer matches their actual age based on the birthdate in the Household screen. *Example:* If a taxpayer is 60 but the box is checked, or if they are 67 and the box is unchecked, the warning will remain until they match. ![](https://help.holistiplan.com/hs-fs/hubfs/image-png-Oct-09-2025-07-24-47-4499-PM.png?width=514&height=413&name=image-png-Oct-09-2025-07-24-47-4499-PM.png) Once the names are selected and the age checkboxes align with the birthdates on file, the yellow warning will disappear. - [Getting Started at Holistiplan](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#main-content) - [How to Contact Support](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#how-to-contact-support) - [Ready to Get Started?](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#ready-to-get-started) - [Getting Started with Your Households](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#getting-started-with-your-households) - [Tax Report](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#scenario-analysis) - [Master Your Dashboard](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#master-your-dashboard) - [Tips for New Users](https://help.holistiplan.com/getting-started-at-holistiplan?hsLang=en#tips-for-new-users) - [Deeper Dive at Holistiplan - 201](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#main-content) - [Mastering the Tax Report: Advanced Insights and Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#mastering-the-tax-report-advanced-insights-and-analysis) - [Advanced Planning with Scenario Analysis](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#advanced-planning-with-scenario-analysis) - [Roth Projection Tool](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#roth-projection-tool) - [Using the Tax Explainer](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#using-the-tax-explainer) - [Tax Letter- Adding Value for Your Clients](https://help.holistiplan.com/deeper-dive-at-holistiplan-201?hsLang=en#tax-letter-adding-value-for-your-clients) - [Holistiplan Basics](https://help.holistiplan.com/holistiplan-basics?hsLang=en#main-content) - [Uploading Returns](https://help.holistiplan.com/holistiplan-basics?hsLang=en#uploading-returns) - [Household Information](https://help.holistiplan.com/holistiplan-basics?hsLang=en#household-information) - [Tools & Resources](https://help.holistiplan.com/holistiplan-basics?hsLang=en#tools-resources) - [Firm Admins](https://help.holistiplan.com/holistiplan-basics?hsLang=en#firm-admins) - [Holistiplan Academy - Upload Breakdown](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#main-content) - [Tax Report](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#tax-report) - [Scenario Analysis](https://help.holistiplan.com/holistiplan-academy-upload-breakdown?hsLang=en#scenario-analysis) - [Billing and Subscriptions](https://help.holistiplan.com/billing-and-subscriptions?hsLang=en) - [User Admin](https://help.holistiplan.com/user-admin?hsLang=en) - [Tax Reports](https://help.holistiplan.com/tax-reports?hsLang=en#main-content) - [Tax Report FAQ](https://help.holistiplan.com/tax-reports?hsLang=en#tax-report-faq) - [Scenario Analysis](https://help.holistiplan.com/scenario-analysis?hsLang=en#main-content) - [General Administration and Editing](https://help.holistiplan.com/scenario-analysis?hsLang=en#general-administration-and-editing) - [Business Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#business-income) - [Charitable Giving Strategies](https://help.holistiplan.com/scenario-analysis?hsLang=en#charitable-giving-strategies) - [Credits and Deductions](https://help.holistiplan.com/scenario-analysis?hsLang=en#credits-and-deductions) - [Equity Compensation](https://help.holistiplan.com/scenario-analysis?hsLang=en#equity-compensation) - [Filing Status](https://help.holistiplan.com/scenario-analysis?hsLang=en#filing-status) - [Range Calc/Solve for Max](https://help.holistiplan.com/scenario-analysis?hsLang=en#range-calc-solve-for-max) - [Retirement Plan Contributions and Distributions](https://help.holistiplan.com/scenario-analysis?hsLang=en#retirement-plan-contributions-and-distributions) - [Roth Conversions](https://help.holistiplan.com/scenario-analysis?hsLang=en#roth-conversions) - [State Taxes](https://help.holistiplan.com/scenario-analysis?hsLang=en#state-taxes) - [Strategy Illustrations](https://help.holistiplan.com/scenario-analysis?hsLang=en#strategy-illustrations) - [Wages](https://help.holistiplan.com/scenario-analysis?hsLang=en#wages) - [Scenario Analysis FAQ](https://help.holistiplan.com/scenario-analysis?hsLang=en#scenario-analysis-faq) - [Supplemental Income](https://help.holistiplan.com/scenario-analysis?hsLang=en#supplemental-income) - [Roth Projection Tool](https://help.holistiplan.com/roth-projection-tool?hsLang=en) - [Tax Letters](https://help.holistiplan.com/tax-letters?hsLang=en) - [Explainer Reports](https://help.holistiplan.com/explainer-reports?hsLang=en) - [P&C Insurance Planning](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#main-content) - [Basics](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#basics) - [Getting Started](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#getting-started) - [Features/Additional Information](https://help.holistiplan.com/pc-insurance-planning?hsLang=en#features-additional-information) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#main-content) - [Single Sign-On](https://help.holistiplan.com/integrations?hsLang=en#single-sign-on) - [API](https://help.holistiplan.com/integrations?hsLang=en#api) - [CRM Integrations](https://help.holistiplan.com/integrations?hsLang=en#crm-integrations) - [Integrations](https://help.holistiplan.com/integrations?hsLang=en#integrations) - [Security](https://help.holistiplan.com/security?hsLang=en) - [Tax Transcripts](https://help.holistiplan.com/tax-transcripts?hsLang=en) Copyright © 2025, Holistiplan LLC ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://stream.mux.com/suk9g2OeOBJInwYH01jOOITuiFzvc9tieWepJkAy6ziM/capped-1080p.mp4", "dateModified" : "2025-05-30T17:43:53.346Z", "duration" : "PT3M27S", "height" : 1200, "name" : "ClearingOverridesInScenarioAnalysis", "thumbnailUrl" : "https://8752285.fs1.hubspotusercontent-na1.net/hubfs/8752285/ClearingOverridesInScenarioAnalysis.mp4/medium.jpg", "uploadDate" : "2025-05-30T17:43:20.727Z", "width" : 1920 } ```