When I create a report it provides a comment to go to "Help-Customize" to start the plan on a different date. However, the Help drop-down menu only allows for: User Manual; Support; View Release Notes; and About. I give up. I am using release 2.32.2
For 2015, I've noticed that the AGI shown in the "Federal Taxes" report is several thousand dollars - about 4% higher - than the "total Income" shown in the "Total Income" report. Can you please explain why this should be occurring?
Thanks
James
Can the retirement accounts detail report be revised so that the individual, employer, and Roth account balances are shown separately? When tweaking special withdrawals, I can't tell how much remains in a specific account type. I only find out when the amount I schedule to withdraw doesn't happen. One can only infer that the specified account type has been depleted.
The above being only a report change and the data being known to the program, it shouldn't be too challenging.
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