September 26, 2022

  • State Tax Updates/Fixes:
    • General - All states updated to 2021 forms and tax brackets
    • Connecticut - Added 2022 retirement income reform
    • Iowa- Added 2022 tax reform (new brackets and retirement income changes)
    • Maryland - Fixed poverty tax calculation
    • Michigan - Fixed retirement income exclusion calculation
    • Nebraska - Added Social Security income subtraction
    • North Dakota - Added Social Security income subtraction
    • Oregon - Added 529 account contribution credit
    • Utah - Added Social Security tax credit
    • West Virginia - Added Social Security income subtraction
    • Wisconsin - Fixed property tax credit calculation
  • Fixed an issue where the Lifetime Balance Sheet could be out of balance when annuitizing retirement assets.