Account tax treatment tells PortfolioPilot how each account is taxed, so tax estimates and suggestions use the right rules.
Mark each account Taxable, Tax-Advantaged or Tax-Free when you set it up. Harvesting and tax impact apply to taxable accounts, and municipal bonds are not suggested where their tax break would be wasted. Free to set.
An illustrative summary. Switch between the three treatments.
Summary of how Taxable, Tax-Advantaged and Tax-Free accounts are treated in tax-loss harvesting, tax impact and municipal bond suggestions.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Choose Taxable, Tax-Advantaged or Tax-Free for each account.
Organize accounts into buckets by tax treatment.
Three places it is used.
Only taxable accounts are checked for losses to harvest.
Estimated tax on trades applies to taxable accounts.
Their tax-equivalent yield is shown, and they are not suggested for tax-sheltered money only.
A warning shows when an account's name suggests a different treatment.
Add your accounts and set each one's tax treatment. Free to set on every plan.
Get startedShort answers here, with a link to the full help center article where one exists.
Set each account's treatment and group them. Read more in the Help Center →
Connect the account, upload a statement or add them by hand. Read more in the Help Center →
What a tax-free yield is worth before tax at your marginal rate.
Yes. The tax features that use it are part of Gold.
No. Confirm with your accountant or tax advisor.
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