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Scenario Recipes

Use our step-by-step instructions to model some of the more common tax planning scenarios.

Scenario recipes are a set of instructions for modeling more common strategies within Scenario Analysis. Select the recipe that you would like to see, and you’ll see our suggestions without needing to leave the Scenario Analysis page!

scenario recipes 1-1

 

You can access Scenario Recipes when viewing a scenario by clicking on the Scenario Recipes menu located on the right-hand side of your screen. Click the text to open the menu and select the recipe you'd like to view from the dropdown.

 

scenario recipes 2


Each recipe is a set of instructions to show how you might model:

  • 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/Depreciation Recapture