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?
- 2025 Legislative Tax Changes
- How Does the New Tax Law Change My Client's Tax Picture?
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?
- 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?