August 26, 2020

Improved

  • 2019 State tax Updates:
    • Arizona
    • California
    • Kansas
    • Kentucky
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Nebraska
    • New Hampshire
    • New Jersey
    • North Dakota
    • Oklahoma
    • Oregon
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • Tennessee
    • Utah
    • Vermont
    • Virginia
    • Wisconsin

    Fixed

    • State taxes - New Jersey retirement income treatment
    • Estate Report may show negative assets in final year if large bequest is present
    • Housing Contingency may produce unexpected results in survivor reports when no current home
    • Survivor Reports may show negative asset balance when the bequest is larger than the incoming asset balance