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Topic starter April 6, 2024 12:43 pm
I'm entering income stream for four months till I stop employment. My salary is entered on its anualized basis. But for the tax-deferred contribution / company match / hsa etc, do I enter annualized figures or "four month" figures?
April 7, 2024 7:21 am
@jkandell You should enter the annualized figures as long as the stop date for the income stream is the actual date you plan to stop employment. For example, if you set the start date to 1/1/2024 and the stop date to R (where R is set to your retirement date, for example, 5/1/2024), this will definitely prorate both your income and your contributions and company matching to just a 4-month period. I'd recommend that you verify the expected behavior by checking the Tabular Projections > Income page for 2024.
Stuart
This post was modified 3 weeks ago by Stuart Matthews
