Feedback from an accountant

[tmm1]

UX feedback:

• Increase the income threshold to go over $500k
• Social security drag bar seems unrealistically high
• The IRA distributions should probably say taxable distributions as some distributions are not subject to tax (rollovers or ones with basis)
• Rental income should probably say net rental income.
• Some areas can be negative income but the sliding bar doesn’t allow that:
  • Self-employment income
  • Capital gains
• I worry a little bit about AMT taxes due to some of the items I’ve added in, but I don’t see a function for ISO exercise/hold (this would be differentiator as its quite complex)

UI feedback:

• I like the itemized tax section – I would make it the default vs having to press the + to see it as I missed it the first time
• It has qualified dividends – I would add dividends too (as that is taxed different than qualified)
  • Probably would add the same for tax-exempt interest vs simply interest