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Scenario Analysis Information

Scenario Analysis Information

General Administration and Editing

Do you have any sample Scenario Analysis Reports?

I Can't Edit Anything in Scenario Analysis. What's Happening?

How Do I Clear Overrides in Scenario Analysis?

How does Holistiplan handle inflation?

How do I compare scenarios in Scenario Analysis?

How Do I Add More Than 4 Scenarios?

"Solve for Max is Gone?"

Standalone Scenarios

How do I see an uploaded return in any Scenario Analysis?

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Scenario Analysis Miscellaneous FAQ

Marginal Bracket Percentage

Why is the effective rate on the next $1,000 of ordinary income 27% when my client is in the 12% marginal bracket?

How is Social Security Taxed?

Where Do I Enter Capital Gains Distributions?

How Do I Handle Depreciation Recapture in Holistiplan?

How Does Holistiplan Handle Tax Law Changes with the Tax Cuts and Jobs Act (TCJA)?

Where Do I Enter Estimated Tax Payments?

How to Model Nonqualified 529 plan Distributions

How Do I Enter A Net Operating Loss (NOL) in Scenario Analysis?

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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)?

Roth Conversions

Roth Conversions

Charitable Gifting Strategies

How Do You Model Charitable Gifting Strategies in Scenario Analysis?

Qualified Charitable Distributions (QCDs)

Donor Advised Fund (DAF) Contributions

How Do I Enter a Conservation Easement Charitable Deduction?

Wages

How Do I Use the Wages Worksheet?

How Do I Enter Information from a W-2?

How Do FICA Taxes Show Up in Holistiplan?

FICA Taxes

How Do I Enter Different types of Compensation in Scenario Analysis?

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Credits and Deductions

Affordable Care Act (ACA)/Obamacare and the Premium Tax Credit (PTC)

Why Does the Child Tax Credit Look Wrong?

Prior Year AMT Credit

Electric Vehicle (EV) Tax Credit

How do I enter credits for solar panels?

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Equity Compensation

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?

Incentive Stock Options (ISO): "Solve for Max" and "Max Before Prior Year AMT Credit Phaseout"

Business Income

How do I model Schedule C Income?

K-1 Income in Holistiplan

How to model an LLC vs. S-Corp?

State Taxes

State Taxes in Holistiplan

How Do I Model Multiple State Residencies in Holistiplan?

Retirement Plan Contributions and Distributions

401(k) and IRA Contributions

Where Do I Enter Contributions to Retirement Plans for Self-Employed Individuals?

IRA, 401(k), or SEP IRA Distributions

NUA (Net Unrealized Appreciation) in Holistiplan

Filing Status

MFS (Married Filing Separate) or Single to MFJ (Married Filing Jointly)

What is the Widow's Tax Penalty?