Use our step-by-step instructions to model some of the more common tax planning scenarios.
We have included best practices for how to illustrate various scenarios in the Scenario Recipes pull-out drawer on the right-hand side of the page.
Each recipe is a step-by-step set of instructions to show how you might model things like:
- AMT Credit
- Capital Gains
- Charity - AGI Limitations
- Charity - Donor Advised Fund
- Charity - Qualified Charitable Distribution (QCD)
- Editing Overrides
- Equity Compensation (NQSOs, ISOs, and RSUs)
- LLC vs. S-Corp
- Model different filing statuses
- Qualified Business Income (QBI)
- Retirement Plans
- Roth Conversion
- Section 1250 Gains
Select the recipe that you would like to see, and you’ll see our suggestions without having to leave the Scenario Analysis page.