The quarterly update for 3/31/2019 is a targeted in regards to content updating with specific calculation changes affecting only the Tax calculators. The changes affect the functionality of the calculations, updating them to 2019 rules and regulations. In addition significant changes have been made to the underlying calculator functionality to enhance mobile performance and ADA compliance.
All maintenance releases are cumulative, so if you apply this update, you will have all previous calculator updates as well. For your reference you can view the previous update notes here: 12/31/2018 Update.
For more detailed information please see our frequently asked questions: FAQ
- Download the latest update package for your calculators from your download site, found on your update e-mail notice.
- Execute the KJEUpdate.exe file from your download. This is a self-extracting zip file. (Or unzip the KJEUpdate.zip file if you are using a non-windows platform.) If you see a warning message, you can safely continue. When prompted for a directory, you may use the default or enter your own. It is recommended that you extract the update to a new directory and then move the required files to your production or staging environment. One directory will be created with no subdirectories.
- Replace all files provided in update package. The update package includes all JS files and CSS files that are required to update the content of your calculators. IMPORTANT! The update package does not contain any HTML files or the KJESiteSpecific.js or KJESiteSpecific.css files. These files are not required for an upgrade, and replacing them may result in overwriting custom changes for your website installation. If you use the full installation package and have changed the file KJESiteSpecific.js or KJESiteSpecific.css files do not replace them.
When you test the new version of the calculators, make sure that the browser you are using uses the new files instead of any it may have in its cache. You may need to clear the browser's cache manually to ensure the new versions are loaded.
Please note, if you have a Servlet or other custom deployment, installation instructions for your package will found on your download page or provided separately.
If you wish to upgrade to V3 please email use us at:
The V3 (HTML5/JavaScript) calculators do not require any edits or modifications to HTML pages, all changes are encapsulated within the JS files provided.
- All Calculators: All calculators have been updated from improved handling of blank entry fields. You can now start a calculator with blank defaults and the initial state of the calculator doesn't display warnings. Required entry fields are indicated wiht a "*". If a required field is left blank, it will be highlighted with an error message when either the calculate button is pressed or if a user had a valid entry that they erased.
- ADA and Screen Readers: Updates to improve ADA and screen reader functionality are included in this update. All calculators follow the ADA guidelines to meet accessibility specification WCAG 2.0 Level AA and Section 508. As intrepretation of these guidelines changes and ADA scanning tools are refined, we continue to monitor and update the calculators.
- 1040 Tax Estimator: (Tax1040.html) has been updated for new rates and schedules for 2019. This includes changes to the definitions, and the calculation modules. It is possible that additional changes to the tax rates and rules will take place before the end of 2019. This calculator has been updated to include the new new 2017 Tax Cuts and Jobs act.
Use the ‘Filing Status and Income Tax Rates Table’ to assist you in estimating your federal tax rate.
| 10% | $0 - $19,400 | $0 - $9,700 | $0 - $13,850 | $0 - $9,700 |
|---|
| 12% | $19,400 - $78,950 | $9,700 - $39,475 | $13,850 - $52,850 | $9,700 - $39,475 |
|---|
| 22% | $78,950 - $168,400 | $39,475 - $84,200 | $52,850 - $84,200 | $39,475 - $84,200 |
|---|
| 24% | $168,400 - $321,450 | $84,200 - $160,725 | $84,200 - $160,700 | $84,200 - $160,725 |
|---|
| 32% | $321,450 - $408,200 | $160,725 - $204,100 | $160,700 - $204,100 | $160,725 - $204,100 |
|---|
| 35% | $408,200 - $612,350 | $204,100 - $510,300 | $204,100 - $510,300 | $204,100 - $306,175 |
|---|
| 37% | Over $612,350 | Over $510,300 | Over $510,300 | Over $306,175 |
|---|
| Married Filing Joint | $24,400 |
|---|
| Qualified Widow(er) | $24,400 |
|---|
| Single | $12,200 |
|---|
| Heads of Household | $18,350 |
|---|
| Married Filing Separately | $12,200 |
|---|
Long-term capital gains are calculated as follows (note that qualified dividends are calculated as if they were a long-term capital gain):
- Calculate your total taxable income without long-term capital gains.
- Use this amount to determine the rate for your long-term gain, up to the top of the bracket.
- The portion of your long-term capital gain that exceeds a bracket will be taxed at the next higher rate.
- This calculator assumes that none of your long-term capital gains come from collectibles, section 1202 gains or un-recaptured 1250 gains. These types of capital gains are taxed at 28%, 28% and 25% respectively (unless your ordinary income tax bracket is a lower rate).
| 0% | $0 - $78,750 | $0 - $39,375 | $0 - $52,750 | $0 - $39,375 |
|---|
| 15% | $78,750 - $488,850 | $39,375 - $488,850 | $52,750 - $461,700 | $39,375 - $244,425 |
|---|
| 20% | Over $488,850 | Over $461,700 | Over $461,700 | Over $244,425 |
|---|
- 1040EZ Tax Estimator: (Tax1040EZ.html) has been updated for new rates and schedules for 2019. The description has been updated to note that there is no longer a specific 1040EZ form, it has been eliminated and replaced with the new stream lined 1040. This includes changes to the definitions, and the calculation modules. This calculator has been updated to include the new new 2017 Tax Cuts and Jobs act.
- Marginal Tax Estimator: (TaxMargin.html, SPTaxMargin.html) has been updated for new rates and schedules for 2019. This includes changes to the definitions, and the calculation modules. his calculator has been updated to include the new new 2017 Tax Cuts and Jobs act.
- Self Employment Tax Calculator: (TaxSelfEmployment.html) has been updated for new rates and schedules for 2019. This includes changes to the definitions, and the calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This calculator has been updated to include the new new 2017 Tax Cuts and Jobs act.
- Earned Income Tax Credit Calculator: (EarnedIncomeCredit.html) has been updated for new rates and schedules for 2019. This includes changes to the definitions, and the calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This calculator has been updated to include the new new 2017 Tax Cuts and Jobs act.
- Charitable Tax Savings Calculator: (CharitableTax.html) has been updated for new rates and schedules for 2019. This includes changes to the definitions, and the calculation modules. Please note that no new entry or output fields were required, but the tax tables and many of the tax computations were affected. This calculator has been updated to include the new new 2017 Tax Cuts and Jobs act.
- 72(t) Calculator: Early withdrawals from retirement accounts (Retire72T.html, Retire72T2.html), 72(t) Distributions: Impact on retirement fund balances (Retire72TAlt.html): The Federal Mid-Term rate has been updated for April 2019. This change affects the calculators default values and the definition of Reasonable Interest Rate For April 2019. For April 2019, 120% of the Federal Mid-Term rate has changed to 3.06%.
