It's June 30th and this year is halfway over. How does the program estimate what my dividends and capital gains were prior to today in order to determine the correct tax rate?

In the current year, the program will estimate the previous dividends and capital gains in the year based on the projected dividends and capital gains for the rest of the year and what the date is. Example: It's June 30th and the projected dividends are $5,000 for the rest of the year and the projected capital gains are $10,000. Because we are halfway through the year, the dividends used to [...]

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 below. This can be found in Cash Flow Inputs > Investment Assets. Select the investment and go to Account Assumptions. src="https://cdn.livehelpnow.net/clients/21145/kb/reall1_7edf5202-6564-4590-808a-8568202acfaa.png" id="60da3ce0-105c-4025-8727-4e14a548b193" alt="reall1" width="90%" height="auto" [...]

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 > Taxes. src="https://cdn.livehelpnow.net/clients/21145/kb/cg1_2839f588-1588-4d6b-8b00-a5a5053ed8e9.png" id="2732c880-7dc9-4aa4-8435-b4c7bbd29a24" alt="cg1" width="90%" height="auto" data-image="2732c880-7dc9-4aa4-8435-b4c7bbd29a24 [...]

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 below. src="https://cdn.livehelpnow.net/clients/21145/kb/cit1_b601ffda-9701-431a-acd9-65d59727b561.png" id="53ffd90f-aaa4-4f17-b223-7c51ee1ae653" alt="cit1" width="90%" height="auto" data-image="53ffd90f-aaa4-4f17-b223-7c51ee1ae653 [...]