Tax scenario >> Pensions
complete
Phillip Mills, CFP®, EA
Tax scenario shows pensions blank and notes that changing/adding a value will change pension values in the income section, however, there are already pensions entered in the income section that are not carrying over so I'm curious what it's changing when I edit it?
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Nikola Vojkovic
updated the status to
complete
Nikola Vojkovic
Thanks for flagging this. Tax scenarios don't pull in pensions from your Income page, which is why line 5 shows $0. Editing the worksheet only changes line 5 in that tax scenario; your Income page stays as it is. You can enter this year's pension amounts directly in the worksheet. We're also rewording that note to make this clearer.