SimpleTax Help

How do I change the optimization results?

If you want to change how something was allocated by the optimizer, modify the amount in the table. You can lock in your change by clicking the lock icon in the right-most column.

When you change an amount that can be:

  • carried forward—the balance will move to (or from) the carry forward table.
  • split with your partner—the inverse will be applied to your partner’s return (donations are treated like carry forwards).