Tier 2
Income Diversity & Alternative Income Pack
357 households with non-W-2 and multi-source income for tax and planning complexity testing.
Overview
Financial planning and tax software must handle income structures far more complex than a single W-2. This dataset provides 357 households with diverse income portfolios including rental income, S-corporation and partnership distributions, royalty income, capital gains, dividend income, and gig economy earnings. Each household includes the tax complexity that follows: passive activity rules, QBI deductions, self-employment tax, and estimated payment schedules.
What's Inside
357 households with multi-source income portfolios
Rental income with passive activity rules and depreciation schedules
Business distributions: S-corp, LLC, and partnership income
Royalty income: intellectual property, mineral rights, licensing
Capital gains sequences: short-term, long-term, and qualified dividends
Gig economy income with quarterly estimated tax and SE tax scenarios
Use Cases
Multi-source income tax planning software testing
Passive activity and QBI calculation engine validation
Self-employment tax and estimated payment QA
Income analysis platform development
Ideal Buyers
Tax planning software vendorsFinancial planning platformsAccounting technology firmsPayroll and benefits platforms
Example firms: Holistiplan, Corvee, Drake Software, Intuit ProConnect, Thomson Reuters
Tags
Income DiversityRental IncomeBusiness IncomeTax PlanningGig Economy
Moderate Deviation from Base Corpus
Requires additional data layers or modeling. Typical delivery 2–4 weeks.
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