Improved
- Added new setting to allow differentiation between long term capital gains and qualified dividends
- Increased maximum allowed number of retirement accounts
Fixed
- Asset balances could be calculated incorrectly in widow(er) cases with large bequests. This has been fixed.
- Fixed issue with Montana capital gains credit.
- Fixed problem where it was not possible to select retirement account optimization options in the Maximized Plan setup for an alternative profile if there were no retirement accounts in the Base profile.
- Fixed problem where it was not possible to select Roth-related optimization options in the Maximized Plan setup if there were only Roth conversions and no actual Roth accounts.