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- Holistiplan Academy - Upload Breakdown
- Scenario Analysis
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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Billing and Subscription Information
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Tax Report Information
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Scenario Analysis Information
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Tax Letter Information
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Insurance Risk Management
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Security
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Explainer Reports
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Cash Flow (beta)
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Integrations
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Roth Projection Tool
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2025 Pricing
Other Taxes
Other Taxes
If you expand the “Other Taxes” section in Scenario Analysis, you can see the inputs and calculations for other taxes, including Self-Employment Tax (Schedule SE), Additional Medicare Tax (Form 8959) and the Net Investment Income Tax (NIIT; Form 8960). Holistiplan calculates these taxes based on your inputs from other fields in Scenario Analysis.
(Hint: By clicking on the any of the numerous calculator icons within Scenario Analysis, you can see the math and supporting form that is being used to arrive at that calculated value.)
If you click on the pencil icon next to "Other Taxes" you will open the "Other Tax" Worksheet and can enter various other taxes.