Improved
- Added drill-down detail for Adjusted Gross Income (AGI) breakdown within the Federal Tax area of the Year at a Glance report
- Separated Bequest and Funeral Expenses from Special Expenses in the Lifetime Balance Sheet, also separated Pensions and Annuities
- Clarified several error messages related to using Social Security benefits in place of earnings records
Fixed
- Fixed an error where tax rates showed up as "NaN" in the tax detail report for partnered families when one partner died before the other
- The year-end rollover alert flag for Social Security Records was not appearing in left hand navigation, this is now fixed