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Tax Letter FAQ
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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)
Property & Casualty
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
Scenario Analysis Information
How to model an LLC vs. S-Corp?
Standalone Scenarios
What is Different in Version 2 of Scenario Analysis?
Why does the Child Tax Credit look wrong?
What changed with the Scenario Analysis audits in December, 2022?
What We Know About the $300/$600 Charitable Deduction for 2021
Incentive Stock Options (ISO): "Solve for Max" and AMT
State Taxes in Holistiplan
How do I enter Net Operating Loss (NOL) in Scenario Analysis?
How do I model Schedule C Income?
Scenario Analysis FAQ
How Does the Roth Explainer Work?
How Do I Handle Equity Compensation (e.g., RSUs, ESPPs, NQSOs, ISOs, etc.) in Scenario Analysis?
How Do I Enter Information from a W-2?
How do I enter Incentive Stock Options (ISOs) in Scenario Analysis?
FICA Taxes
How FICA Taxes Show Up in Holistiplan?
NUA (Net Unrealized Appreciation) in Holistiplan
Where Do I Enter Contributions to Retirement Plans for Self-Employed Individuals?
How is Social Security taxed?
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 in Holistiplan?
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
What is Range Calc?
What is Solve for Min/Max?
How Do Capital Gains Affect NIIT (Net Investment Income Tax)?
