Search found 3 matches

by nukescott
Thu Jun 11, 2020 7:38 pm
Forum: General questions and comments
Topic: Detailed view - taxes on portfolio growth seem wrong
Replies: 7
Views: 16232

Re: Detailed view - taxes on portfolio growth seem wrong

Thanks jim.

I sent you an e-mail the other day. Gonna try again from a different account.
by nukescott
Tue Jun 09, 2020 9:46 pm
Forum: General questions and comments
Topic: Detailed view - taxes on portfolio growth seem wrong
Replies: 7
Views: 16232

Re: Detailed view - taxes on portfolio growth seem wrong

Hi Jim, No, it does not. I've already subtracted expenses at the beginning (100K -20K = 80k). Then figured the return on 80K => 88K, then the taxes on the 8K (which I believe is consistent with the end of the year). The number in the taxes on portfolio growth column still seems wrong (and inconsiste...
by nukescott
Mon Jun 08, 2020 11:27 pm
Forum: General questions and comments
Topic: Detailed view - taxes on portfolio growth seem wrong
Replies: 7
Views: 16232

Detailed view - taxes on portfolio growth seem wrong

Great program, but I think I may have found an editing bug in the "Taxes on portfolio growth" column of detailed view. I'm running version 4.03.02. Assume a 100,000k taxable portfolio (0 for the other 2). 0% interest, 20% investment and income tax rates. In additional inputs set 10% rate o...