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Tax Report Information

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Tax Report Information

Sample Tax Reports
What are the different sections on a Tax Report?
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)
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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