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Help Center
Tax Report Information
Getting Started
Uploading a Return
Households
User Settings
Firm Admins
Tools & Resources
Holistiplan Academy
Tax Report
Scenario Analysis
Firm Settings
Billing and Subscription Information
Payment
Scenario Analysis Information
Scenario Analysis FAQ
Range Calc/Solve for Max
Tax Report Information
Tax Report FAQ
Tax Letter Information
Tax Letter FAQ
Case Studies
Security
Explainer Reports
Cash Flow (beta)
Insurance Risk Management
Integrations
Single Sign-On
Roth Projection Tool
2025 Pricing
Tax Report Information
Sample Tax Reports
fpPathfinder Integration
Kitces Integration
Tax Report
Unemployment Compensation For 2020
How do I customize the Tax Report's Key Figures?
Tax Report Default Sections
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)
HSAs (Health Savings Accounts)
Unemployment Notification
Coronavirus (COVID-19) Stimulus Rebates
How Does Holistiplan Handle Medicare Part B/D IRMAA (Income Related Monthly Adjustment Amount) Surcharges?
What is the Tax Letter Checks Section of the Tax Report?
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