Yes !

If I’m not mistaken, PL or my work-around of setting LTCG tax to 0% is causing PL to trigger AMT

This would be great. I survived the dot com crash, but have been carrying a long- and short-term capital loss amount that I would like to define and have it offset future capital gains first before having the remainder show its tax liability. I hope this is low hanging fruit.

This is a particularly useful and would make an significant impact on folks with an AGI > 125k USD. Due to the phase out, folks with an AGI > 125k USD cannot fully deduct their capital losses in the tax year and must carry it forward. If the plan doesn’t account for this, the projection will likely be inaccurate (due to over-deducting what is possible in taxes, or under-deducting by not carrying forward the capital loss)

Eith t

Another vote for this. I have a significant enough carry-forward losses harvested during the COVID crash that I can offset the first 1/2 years of brokerage withdrawal at the start of requirement, so my taxable income would be a lot lower than that calculated by the tool. for example if I draw $60K in capital gains during year 1, and have $90K of carry forward losses, those $60K are not counted in my first year retirement taxable income, and I have another $30K left to do the same in year 2 It could be as simple as adding a “carry forward losses” field to the taxable account setting. Technically $3000 of those losses are used to offset regular income if you don’t have capital losses, and implementing this would be a cherry on top

Implementing this would require specifying whether the losses are either long-term or short-term, as different classifications determine which types of income or capital gains can be offset.

Entering every acquisition date for each asset is a lot more information than the current quantity of each asset (a history of all transactions vs the current balance of held assets) but probably what is needed :-/