Taxes on Portfolio Growth column

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soney1
Posts: 2
Joined: Sun Sep 19, 2021 5:00 pm

Taxes on Portfolio Growth column

Post by soney1 »

I saw this question asked before but I am not sure if it was addressed or not.
I am using version 4.04.01 (build date 8/14/21).

The "Taxes on portfolio growth column" figures don't appear to correctly calculate. I believe I saw an older post that said there was a fix?

I may be missing something or interpreting it wrong but I figured I would ask anyways.

Thanks in advance for the help.
jimr
Posts: 729
Joined: Thu Feb 28, 2008 6:48 pm

Re: Taxes on Portfolio Growth column

Post by jimr »

The issue that was mentioned before was corrected in version 04-03-03 which was released last year. So unless something got messed up with that fix or this is a new issue, the calculation should be correct in 04-04-01.

If you can email a generic .frp file (eg no real personal financial info - only generic amounts) to info@flexibleretirementplanner.com I can take a look at it. Just add a note describing the discrepancy you're seeing.

Thanks,

Jim
soney1
Posts: 2
Joined: Sun Sep 19, 2021 5:00 pm

Re: Taxes on Portfolio Growth column

Post by soney1 »

Jim

Thanks for the quick reply and detailed email help you gave me on the "taxes on portfolio growth column" in the detailed view.

Your program is much smarter than I am and after your explanation it makes total sense on what is being calculated and shown in that column.

Looking forward to using the software while planning out retirement.

Thanks
Brian
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