Financial Data Center
Income Sources
Add, edit, include/exclude or delete recurring income. Portfolio principal withdrawals are never income.
Protected income logic: 1 legacy portfolio-withdrawal record(s) exist in the database, but SFC excludes them from recurring income. Use the Withdrawals module for portfolio principal distributions.
Included Income Sources4
Recurring Monthly Income$833
Recurring Annual Income$10,000
Taxable-Classified Annual$10,000
Add
Add Income Source
Investment interest is generated from the Investment/Account records and their rates. Do not add the same interest again here. Portfolio principal withdrawals are handled only by Withdrawals/Funding.
| Source | Owner | Type | Frequency | Monthly | Annual | Tax | Status | Action |
|---|---|---|---|---|---|---|---|---|
| Ad Hoc 1099 / Self-Employment 1 | JOINT | 1099 / Self-Employment | ANNUAL | $83 | $1,000 | Taxable | INCLUDED | Edit / Delete |
| Ad Hoc Salary / W-2 1 | JOINT | Salary / W-2 | Annual | $0 | $0 | Taxable | INCLUDED | Edit / Delete |
| Social Security 1 | JOINT | Social Security | Monthly | $750 | $9,000 | Taxable | INCLUDED | Edit / Delete |
| Social Security 2 | JOINT | Social Security | Monthly | $0 | $0 | Taxable | INCLUDED | Edit / Delete |
| Ad Hoc 1099 / Self-Employment 2 | JOINT | 1099 / Self-Employment | One-Time | $0 | $0 | Taxable | EXCLUDED | Edit / Delete |
| Ad Hoc Salary / W-2 2 | JOINT | Salary / W-2 | One-Time | $0 | $0 | Taxable | EXCLUDED | Edit / Delete |
| Other Cash Income | JOINT | Other Cash | Annual | $0 | $0 | Taxable | EXCLUDED | Edit / Delete |