February 6, 2022


  • 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 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