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Help Center
Scenario Analysis Information
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Tools & Resources
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Insurance Risk Management
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
Scenario Analysis Information
Incentive Stock Options (ISO): "Solve for Max" and "Max Before Prior Year AMT Credit Phaseout"
What changed with the Scenario Analysis audits in December, 2022?
Why Does the Child Tax Credit Look Wrong?
What is Different in Version 2 of Scenario Analysis?
How to model an LLC vs. S-Corp?
Standalone Scenarios
What We Know About the $300/$600 Charitable Deduction for 2021
State Taxes in Holistiplan
How Do I Enter A Net Operating Loss (NOL) in Scenario Analysis?
How do I model Schedule C Income?
Scenario Analysis FAQ
How is Social Security Taxed?
Where Do I Enter Contributions to Retirement Plans for Self-Employed Individuals?
NUA (Net Unrealized Appreciation) in Holistiplan
How Do I Enter Information from a W-2?
How Do I Handle Equity Compensation (e.g., RSUs, ESPPs, NQSOs, ISOs, etc.) in Scenario Analysis?
How do I enter Incentive Stock Options (ISOs) in Scenario Analysis?
How Do FICA Taxes Show Up in Holistiplan?
How Does the Roth Explainer Work?
FICA Taxes
How Do I Enter Different types of Compensation in Scenario Analysis?
How do I compare scenarios in Scenario Analysis?
How do I see an uploaded return in any Scenario Analysis?
How to Model Nonqualified 529 plan Distributions?
Where Do I Enter Estimated Tax Payments?
How does Holistiplan handle inflation?
I Can't Edit Anything in Scenario Analysis. What's Happening?
K-1 Income in Holistiplan
How Do I Enter a Conservation Easement Charitable Deduction?
AMT Credit
Affordable Care Act (ACA)/Obamacare and the Premium Tax Credit (PTC)
401(k) and IRA Contributions
MFS (Married Filing Separate) to MFJ (Married Filing Jointly)
How Do I Add More Than 4 Scenarios?
Marginal Bracket Percentage
Premium Tax Credits
"Solve for Max is Gone?"
Qualified Charitable Distributions (QCDs)
IRA, 401(k), or SEP IRA Distributions
Donor Advised Fund (DAF) Contributions
Roth Conversions
How Do You Model Charitable Gifting Strategies in Scenario Analysis?
How Do I Model Multiple State Residencies in Holistiplan?
How Do I Clear Overrides in Scenario Analysis?
How Do I Handle Depreciation Recapture in Holistiplan?
Where Do I Enter Capital Gains Distributions?
Electric Vehicle (EV) Tax Credit
What is the Widow's Tax Penalty?
How Does Holistiplan Handle Tax Law Changes with the Tax Cuts and Jobs Act (TCJA)?
How do I enter credits for solar panels?
How Do I Use the Wages Worksheet?
Do you have any sample Scenario Analysis Reports?
Why is the effective rate on the next $1,000 of ordinary income 27% when my client is in the 12% marginal bracket?
See more
Range Calc/Solve for Max
How Do Capital Gains Affect NIIT (Net Investment Income Tax)?
What is Solve for Min/Max?
What is Range Calc?
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