Bugs

When an Instead Pro partner adds entities to plan and tries to subscribe from the billing tab. There is confusion when the pricing appears and it should just add to plan.

Chat integration with Manual Input directly is not working, when we change data through manual input but in chat all calculation is based on chat input only

I've noticed that the chat hasn't inquired about whether the business began operating within 90days of the investment date. if the taxpayer has not started the operating within 90days will not be entitled for a 100% deduction in the first year and will have to amortize for 5years, I think it is necessary to include it.

The calculation is going wrong. It's allowing an exclusion above $500,000, and the chat is also calculating it incorrectly. After all the conditions are met, it is still asking for a partial exclusion reason, and the partial exclusion is being calculated incorrectly. https://app.instead.com/workspace/31b257f1-3be2-4515-bccb-b6962fbffbab/2025/entity/31b257f1-3be2-4515-bccb-b6962fbffbab

Wash sale rule is not working here even though purchased next day(with in 30 days)

You can deduct capital losses up to the amount of your capital gains plus $3,000 ($1,500 if married filing separately). You may be able to use capital losses that exceed this limit in future years. For details, see the instructions for line 21. Be sure to report all of your capital gains and losses even if you can't use all of your losses in 2024. Right Now it is calculated only $3000 for MFJ so please correct it.

We need to add the "Distribution" tab option. Even when I input "distribution," it's being registered as "contribution." It is not able to capture the penalty calculation for early withdrawals for non-medical expenses. https://app.instead.com/workspace/76c31ba0-ed43-40fa-bf25-e462859fbd1b/2025/entity/76c31ba0-ed43-40fa-bf25-e462859fbd1b

Asked the chat to delete data from QEAP strategy, the chat ended up deleting all the data including the tax payer information which is shared data point for many other strategies thus effectively rendering them as 0.

As the training videos suggest that we can make changes to the report by asking the chat to do it, I did the same and there was no change done in the report. I asked to remove the excluded strategies from the report as well as asked the chat to guide me to the section where the reports are it was unable to do so. The changes were made only on chat

Date selection through calendar Pop up not allowing to enter another date or Year for any screen like in Augusta Rule>Add rental Period>Start & End Date taxpayer DOB screen even some other place i seen this so please take a look. we can enter manual date as of now :)