Current Year Tax Planner

The left rail sticks while you scroll, so the controls stay at hand. It holds two grouped cards plus a reset. Every change re-prices the whole year instantly — KPIs, headroom, and Sankey all move together.

Three lever sliders ("What you're doing this year")

One each for IRA/401(k) withdrawals, Roth conversions, and taxable brokerage long-term gain harvests. Each row has three parts: a label with a "reset" link (visible only once you move off plan), a slider paired with a synced dollar field, and a caption row reading "plan $X · max $Y".

• Drag the handle to adjust in $500 steps, or type an exact amount in the dollar field — both stay in sync both directions. The label turns blue once the value differs from plan.
• Ceilings: withdrawals and conversions top out at the plan's pre-tax capacity (e.g. "max $600,000"); the gain harvest tops out at plan gains plus available unrealized gain, spelled out as "$50,000 more available".
• Captions guide you: "plan has none — can only add" when the plan holds zero of that move, or "plan $18,252 — drag down to $0" when you can only reduce.

Seven income fields ("Income this year")

Salary/wages, short-term gains, taxable interest, qualified dividends, ordinary dividends, Social Security (gross), deferred compensation. Each field is seeded from the plan with the plan value as its caption — clearing a field means "use the plan." Overridden fields turn blue with their own reset link. These drive MAGI, so they move IRMAA and ACA headroom directly.

Reset button

"Reset to plan" at the panel's bottom right clears all moves and overrides at once. It stays disabled until you change something. Nothing here ever touches the saved plan — close the page and every tweak is gone.