What Columns are Included in the Tax Lab Income Details Table?

View the information below to review the columns included in the Tax Lab income details table.

Last published on: August 29, 2025

In the Explore section of the Tax Lab, the Income Details table provides an annual breakdown of total income, categorized by income source and its taxability. Below is a comprehensive list of the columns, along with a brief explanation of what the software calculates in each column.

Non-Taxable Social Security - Social Security income that is not subject to income tax
Non-Taxable Qualified Distributions - Roth distributions, QCDs, and qualified HSA distributions. 
Non-Taxable Earned Income - Wage or self-employment income that is not subject to taxation
Other Non-Taxable Income - Return of investment principle, interest on certain municipal bonds, and other non-taxable income (for example: gifts, tax-free home gains, inheritances, etc.)
Taxable Earned Income - Wage or self-employment income that is subject to taxation
Taxable Social Security - Social Security income that is subject to taxation
Other Taxable Income - Short-term capital gains, non-qualified dividends, interest, rental and royalty income, and other income subject to ordinary income tax 
RMDs - Withdrawals from tax-qualified accounts that are required based on the age of the account owner
Roth Conversions - Funds moved from tax-deferred accounts to Roth accounts
Other Taxable Qualified Distributions - Other withdrawals from tax-deferred accounts such as traditional IRAs and 401(k)s
LTCG Income - Income from the sale of investments held long-term or from qualified dividends