abctax55
Level 15
05-23-2025
12:19 PM
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I believe Lacerte does provide similar info with the 'analysis' tab. Perhaps a case of 'you get what you pay for'; Lacerte does have more bells & whistles than PTO. That's shy Lacerte costs more.
My m.o. is similar to Phoebe's. I reconcile the entire return, then do *what if's* with retirement contributions.
Changing AGI by funding retirement (IRA or otherwise...) impacts many computations for more complicated returns. So the programing wouldn't be 'that' simple.
HumanKind... Be Both