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Output Request

Kingslea1

May 17, 2011 23:45

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I have been using the non-qualified-Tax-Deferred investment type.  It would be nice if the Input for Qualified vs Non-qualified Tax-deferred investment amounts were displayed on the Personal Information & Assumptions report.  Currently, one lump Tax-Deferred sum is displayed.  Also, The non-qualified basis should be displayed, that way all the assumptions for repeat analysis will be know.

 

Thanks

Art

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1 comment

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  Radunalutc February 09, 2013 00:54

  Apparently this has been solved, because on my detailed report of "Portfolio of Investments" the Tax Type is printed on same line as the fund.  Additionally, for the Description, I start by saying the type of fund (etc. IRA, ROTH, ANNUITY, BANK, MUNIS ).