Thanks for this report. So far I have not been able to duplicate it and may need more info. I set Your Age to 62, the year IRA1 is inherited to 62, and the Start Age to 63 (+1 required) and didn't see the errors. How do your setting differ?Hi, it looks like there may be a formula error for a current year inherited IRA. I put the beginning balance in Section 7 special events, and then set the age when event occurs to current age. This seemed to duplicate the amount inherited in the portfolio and showed an error equal to that amount in the Results tab "Portfolio Activity by Account" section. In the Details tab the inherited amount was showing up in the beginning balance cell F12 as well as the account changes section cell F105. To get it to work for me I modified the model by changing Details!F107 to =(+F105+F106)*0. This seemed to work fine for me but is not a fix for everyone.
Statistics: Posted by BigFoot48 — Tue Jan 07, 2025 4:53 pm — Replies 1954 — Views 628488