Update ACA subsidy ...
 
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Update ACA subsidy with new Inflation Reduction Act subsidy extension

 

(@howard230)
Active Member Customer
Joined: 2 years ago
Posts: 11
Topic starter  

Stuart, are there plans to update Gold 2022 with the new ACA subsidy extension through 2025?


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(@smatthews51)
Member Admin
Joined: 2 years ago
Posts: 380
 

Greg,

No, I'll add that into the 2023 model.

Stuart


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(@howard230)
Active Member Customer
Joined: 2 years ago
Posts: 11
Topic starter  

Stuart, any sense on when 2023 Gold will be available? Trying to do some analysis that will likely require I make changes before year end.

Greg


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(@smatthews51)
Member Admin
Joined: 2 years ago
Posts: 380
 

@howard230 Probably mid-January.


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(@hines202)
Estimable Member Customer
Joined: 2 years ago
Posts: 184
 

@howard230 Usually year-end analysis is something like optimizing Roth conversions, gain/loss harvesting, and other stuff that needs to be done before year end (don't want until late Dec in case the transactions don't fire in time, brokerages get backed up!).

For that kind of thing, tools like 1040 Tax Calculator can be useful. By early December most of your tax info for the year is pretty solid, enough to make some of those decisions.


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