Where do I verify that my projected contributions and company match are accurate for my 401(k) plan?

To verify projected investment contributions and the company match, go to Cash Flow Projections > Investment And Cash Inflows > [...]

I am reallocating investments at a future date, but I don't want to include certain investments. How do I exclude them from the reallocation?

You can exclude any investment account from reallocating as seen [...]

Where do I view any capital gains taxes I am paying?

You can view capital gains taxes and tax rates under Cash Flow Projections > Expenses > [...]

How do I enter various tax rates for different income sources I've entered in the Additional Cash Inflows section?

You can use the program-calculated capital gains tax rate, the federal plus state income tax rate, or you can enter your own tax rate as you see in the screenshot [...]

I have a loss on an investment that will offset capital gains. How do I add this?

The Loss Carryover will be applied against capital gains on taxable investment assets. You can enter a loss carryover in the Plan Inputs & Assumptions section as you see in the screenshot [...]