Tax Report Information

Tax Report FAQ

• Is the Marginal Tax Bracket Calculation Off?
• MAGI (Modified Adjusted Gross Income)
• How Does Holistiplan Handle Medicare Part B/D IRMAA (Income-Related Monthly Adjustment Amount) Surcharges?
• Why is there $0 of taxable ordinary income when there is ordinary income included in the scenario?
• 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?
• What is the Tax Letter Checks Section of the Tax Report?