One of our partners was wondering if TaxCycle shows the taxable dividend that would be required to clear out an RDTOH balance anywhere. I don’t think it does, but I thought it was a good suggestion. Particularly right now with the Jan 1 2016 pro-ration, but even afterwards the new 38 1/3% isn’t quite as easy of a calc versus the old 33.3% that we used to do in our heads.
I was thinking the simplest implementation would likely be as a review message to identify the outstanding RDTOH balance with the dividend required to eliminate it included in the message? Or maybe somewhere in the optimization worksheet?