Boldin

How do I account for health insurance premiums and other payroll deductions?

This short video explains how to best model a taxable bonus.

How do I model a work bonus?

This article describes how to account for Self Employment Income in your Plan.

Self Employment Income

This article explains how Boldin handles retirement distributions

Where do I enter retirement income?

This article and video describe entering an Annuity in your Plan.

Video Demo: Annuity

This article describes entering a Pension in your Plan.

Pensions

This article describes how to model VA Disability Compensation in your Plan.

VA Disability Compensation

This article describes how to enter ESPP purchases in your Plan.

Employer Stock: Employer Stock Purchase Plans (ESPPs)

This article describes how to enter NQSOs in your Plan.

Employer Stock: NQSOs

This article describes how to enter RSUs in your Plan.

Employer Stock: RSUs

This article describes how to enter ISOs in your Plan.

Employer Stock: ISOs

Nancy Gates

Account for income from work, real estate rental income, annuities, pensions and windfalls

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