Point release 2026/02/06.1 adds:
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- Taxable Account Asset Details Metric MRI: Add basis by asset class at start and end of year. Add a section to show the step-up in basis in the year the first spouse dies.
@lancaster22 I think this is referring to Review > Tabular Projections > Balance Sheet > Unrealized LTCG in Taxable Inv. Acct (which is a column under Account Totals). If you click on the entry for a year (underlined) you'll get the Metric MRI for it. The only thing is that the value for the year of first death has the step-up in basis (i.e., reduced unrealized LTCGs) but the Metric MRI values for that year don't show the reduced value. [Edit: I'm told this will be fixed in the next release.] The year after that look right, though.
The amounts are also listed under Taxes > Summary > Unrealized LTCG in Taxable Investment Account (column near the far right) but without the Metric MRI.
[Edit: Actually, this may be referring to Tabular Projections > Account Statements, where the Metric MRI for the taxable account Ending Balance in the year of first death does show a line for the step-up in basis.]
Thank you, David.
