Tax Reports

Tax Report FAQ

• Is the marginal tax bracket calculation off?
• Where is MAGI (Modified Adjusted Gross Income) reported?
• How are Medicare Part B/D IRMAA (Income-Related Monthly Adjustment Amount) surcharges handled?
• Why is there $0 of taxable ordinary income when there is ordinary income included in the scenario?
• What is Safe Harbor?
• Why does it look like the tax loss carryforward isn't calculated correctly?
• Does the Tax Report have a Presentation Mode?
• What is the Tax Letter Checks Section of the Tax Report?