Tax Report Information

Tax Report FAQ

• Is the Marginal Tax Bracket Calculation Off?
• Safe Harbor Information
• Why does it look like the tax loss carryforward isn't calculated correctly?
• Is there a "Presentation Mode" of the Tax Report?
• MAGI (Modified Adjusted Gross Income)
• How Does Holistiplan Handle Medicare Part B/D IRMAA (Income Related Monthly Adjustment Amount) Surcharges?
• HSAs (Health Savings Accounts)
• What is the Tax Letter Checks Section of the Tax Report?
• Coronavirus (COVID-19) Stimulus Rebates
• How does Holistiplan's Tax Report handle unemployment compensation for 2020?

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