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D
DanaFogle
Level 1
July 29, 2022
Question

Add retirement withholding to 2022 baseline?

  • July 29, 2022
  • 1 reply
  • 3 views

I have added retirement distributions as a new activity, but don't see a way to add retirement withholdings for the 2022 baseline?

This topic has been closed for replies.

1 reply

K
kfisher1Moderator
Moderator
August 2, 2022

Thank you so much for your feedback.  Since this application is primarily geared with focus towards tax strategies not all lines of information will pull from the sources selected like you would see in the Tax Planner program.  You can add a customized strategy or feel free to request inputs in the Idea Exchange. 

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