Yes, you can easily edit any information in your Tax Planner. Once your tax estimate is displayed, select the Pencil icon in the top right corner of any field you'd like to modify. If you want to completely restart the process, click the Start Over…

To access the Tax Planner, select the Planning tab at the top of the PortfolioAnalyst page, then select Tax Planner.

• Individuals - Click Continue to begin configuring your tax plan by entering information about your accounts, deductions, withholdings, tax rates, and any carryover losses. …

To create a tax estimate, you'll need to provide:

• Selected investment accounts to include
• Taxable income from sources outside your investment accounts…

The Tax Planner is a tool within PortfolioAnalyst that helps you estimate taxes for your brokerage account activity. It allows you to select specific investment accounts to include, input taxable income from sources outside your investment accounts, customize tax rates, and view your total estimated tax liability based on your combined income sources…

Yes, you can include external accounts in your Tax Planner. Click the + icon in the top right corner of the Accounts panel, then select Link External Account to log in to your other financial institution. You can also add Offline Accounts…