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Can I create my custom Chart at Gold Online?

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(@mikepr)
Active Member Customer
Joined: 2 years ago
Posts: 6
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Hello all,

Does it possible to create custom chart and resulting table for online version?

For Excel Gold version?

I'd like to have stacked chart for NIIT, IRMAA, Fed, State, LTCG with ability to turn on and off any to see total per year.

I'd like to see compound for each above for specific scenario as well.

 

Thanks



   
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(@jkandell)
Reputable Member
Joined: 4 years ago
Posts: 337
 

Posted by: @mikepr

Does it possible to create custom chart and resulting table for online version?

For Excel Gold version?

I'd like to have stacked chart for NIIT, IRMAA, Fed, State, LTCG with ability to turn on and off any to see total per year.

I'd like to see compound for each above for specific scenario as well.

Neither Online nor I think gold has the ability to have a custom stacked taxation chart, nor tax charts you can turn parts on and off.

There are fixed tax charts for:

  1. Stacked Federal + State + Payroll FICA + Payroll Medicare (i.e. total tax).
  2. Ordinary income as it cuts across the tax brackets.
  3. Taxable income vs LTCG brackets, with LTCG stacked on top of ordinary income.
  4. Medicare MAGI vs the IRMAA brackets.
  5. Non-stacked key inputs to tax calculations for AGI, Deductions, State tax, Fed tax, Reportable Capital gains, Depreciation recapture.

 

You could of course download the tabular taxation reports in excel, and create a custom chart fairly easily if you know excel.

 


This post was modified 4 days ago 2 times by Jonathan Kandell

   
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