Import a prior-year 1040. Plan the conversion. Nothing uploaded.
Drop in a client's prior-year Form 1040 PDF. The calculator reads the income and deduction lines, fills the model, and shows you the conversion picture — bracket headroom, IRMAA thresholds, and net investment income tax — all without the return ever leaving the machine it's opened on.
What it does.
Reads the return for you
Upload a text-based 1040 PDF and the importer locates the standard IRS line numbers and pulls the figures into roughly seventeen income and deduction inputs — wages, interest, dividends, capital gains, IRA distributions, AGI, taxable income, and more. No retyping a return line by line.
You confirm before anything commits
Nothing auto-populates blindly. A Review & Confirm panel shows every value the importer read, and four sensitive fields — IRA distribution treatment, long-term capital gains, net investment income, and filing status — never auto-commit. You approve the mapping before it touches the model.
Models the conversion, not just the tax
See how much room is left in the current bracket, where the next IRMAA tier sits, and how the conversion interacts with net investment income tax — the parts of a Roth decision that a flat tax estimate misses.
Your firm's name on it
White-label by design. Set your firm's logo, name, and report by-line once and the on-screen tool and the printable report carry your brand throughout. The only mark that stays is the software copyright.
Built so the client's return has nowhere to go.
This is the whole point of the tool, and it is architectural — not a policy promise.
- Parsed in your browser
- The PDF is read by code running on your own machine. It is never sent to a server — there is no server. The tool works with the network turned off.
- Only figures are read
- The importer matches dollar amounts against standard 1040 line numbers. Identifiers like Social Security and EIN numbers don't match that pattern, so they are never pulled into the tool.
- Nothing is stored remotely
- The only thing saved locally is your acceptance of the license terms. Close the tab and the return data is gone — there is no account and no cloud copy.
- A real assent record, kept locally
- Because there's no server to log to, your acceptance of the license is recorded on your machine and stamped into the footer of every report the tool generates.
Works with the returns you already produce.
The importer reads text-based 1040 PDFs printed by major preparation software. CCH Axcess is verified end-to-end; Drake and FreeTaxUSA are tested. Returns from other vendors still import — anything the importer is less sure about is routed to the Review & Confirm panel rather than committed silently. Scanned or image-only PDFs and pre-2020 returns are out of scope.
CCH Axcess, Drake, UltraTax, Lacerte, ProSeries, TurboTax and FreeTaxUSA are trademarks of their respective owners. Nalepa Labs is not affiliated with, endorsed by, or sponsored by any of them.
Who it's for.
- 01Tax preparers and EAs running Roth conversion analyses during planning season.
- 02CPA and bookkeeping firms that want a branded calculator to hand clients a clear answer.
- 03Advisors who need the IRMAA and NIIT interaction shown, not just a marginal-rate guess.
- 04Anyone who would rather a client's 1040 never be uploaded to a third-party server.
- Does the client's 1040 get uploaded anywhere?
- No. The PDF is parsed by code running in your browser. There is no server to upload to, and the tool runs with the network disconnected.
- Is this tax advice?
- No. The calculator is a planning tool for professionals. It shows the numbers; the professional makes the call. On-screen disclaimers say so, and use is governed by the end-user license.
- Which tax software does the importer support?
- CCH Axcess is verified; Drake and FreeTaxUSA are tested. Other vendors import too, with less-certain fields sent to a review panel. Scanned/image PDFs and pre-2020 returns aren't supported.
- Can I put my own firm's branding on it?
- Yes. The tool is white-label — your logo, firm name, and report by-line throughout. Only the underlying software copyright remains ours.
- How is it delivered?
- As a single self-contained file your team runs locally. There's nothing to install on a server and no account to provision. Request access and we'll set up your branded copy.
Put your firm’s name on it.
The calculator ships as a single file your team runs locally — branded for your practice. Tell us about your firm and we’ll set you up.
Request access