Release Notes: Minor updates were made to US1040 only. The adding of more worksheet printouts is included, as well as an AMT (Alternative Minimum Tax) and Schedule-A (line 29) calculation update.
Release Notes: Comment-labels on the template were fixed, as they were out of order on lines 50-53 of the US 1040 form.
Release Notes: On the US Schedule-A, a new line-13 was added and lines beyond it were shifted accordingly. A new routine was added to handle the detailed calculations for those who need to fill out the Fed AMT 6251 Form. Additional printouts were added on several worksheets.
Release Notes: This release updates NY State Taxes to the 2007 tax year. It fixes the US-1040 tax function for Married Filing Jointly. It has been unified to a common distribution package for all platforms.
Release Notes: Automatic phone credit was added to US1040. It will automatically calculate standard one-time phone credit, if not otherwise specified on US1040 line 71. The NJ State form F line 5 was fixed.
Release Notes: This release displays rounded tax-table values for incomes less then 100k (it would previously compute it but did not show it).
Release Notes: This version updates Fed1040 with a fix to the handling of married-filing-separately and widow(er) status.
Release Notes: The UsFed1040 and Sched-D worksheet were updated with fixes for calculation for L on 1040, and for max cap gains calculation (Sched-D, IV).
Release Notes: The UsFed1040-Sched-D worksheet was updated with fixes suggested for lines ws29-ws44. Also, the CA-540 state form was updated with a suggested fix for line 21 under the reduced exemptions worksheet. The updates are available under OTS-v1.65 and CA540_v1.1, respectively.
Release Notes: A reported bug was fixed in the calculation of the USFed Sched-A worksheet (pg 6) which determines if deductions are limited because you made too much money. A printout was added to give better feedback on whether your deductions are limited. CVS and the download package were updated.