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Maintenance Update 9 30 2021


Overview:

The Sept. 30th update for 2021 is limited to minor fixes, enhancements and ADA refinements (except for the 72T calculators listed below). This update is optional, unless you have received instructions from us. All updates are cumulative, by skipping this limited update any changes to your package will be included in the next update release. To view the previous update package please see Calculator Update 6/30/2021.


Update instructions:

  1. Download the latest version of your calculator update from your download site, found on your update e-mail notice.
  2. Run the update package (KJEUpdate.exe). This is a self-extracting zip file. (Or unzip the KJEUpdate.zip file if you are using a non-windows platform.)
  3. 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 environment. One directory will be created with no subdirectories.
  4. Copy the new files to your current deployment, replacing files with identical files names with the new ones.

If you wish, you can download the full calculator package from the same location, and refresh all files provided by KJE for your calculators. This package includes any site specific changes done for you by KJE, but will not include any customizations by you or your web-developers. Please contact us if you have questions regarding this new update package.


Master Changes (affects all calculators):

  1. Numerous fine-tuning adjustments to the core deployment. If you have been provided a refresh of your calculator package anytime in September 2021 you will have already received these changes.

  2. ADA improvements for help text "?" activation and navigation.

  3. ADA improvements for additional functions menu activation and navigation.


Calculator specific updates:

  • 72T Calculator, 72T Distribution Impact (Retire72T.html, Retire72T2.html, Retire72Alt.html, SPRetire72T.html, SPRetire72Alt): The default "Reasonable interest rate" has been changed to 1.09% to reflect 120% of the current Federal Mid-Term rate as of October 2021.

  • Earned Income Credit (EarnedIncomeCredit.html, Tax1040.html, TaxMargin.html, CharitableTaxSavings.html, TaxStudentLoanInterest.html, Tax1040Simple.html, Tax1040EZ.html, MilitaryPay.html ): Earned income credit has been udpated to match the 2021 Publication 596 Draft released in September 2021. It is expected that additional changes to match the final publication will be made as part of the 12/31/2021 and/or 03/31/2022 updates. This update is a nice to have adjustment that should closely match the final rules, but is not critical as the 2021 tax rules for EIC have yet to be finalized.

  • Required Minimum Distributions All calculators that use life expectancy tables for Required Minimum Distributions were udpated to use the new 2022 tables as part of the 6/30/2021 update package. If you did not install the 6/30/2021 update package, all of the RMD changes are included in this update (no need to install any other package to get these changes). You can review these changes here Calculator Update 6/30/2021.

  • Beneficiary Required Minimum Distributions Beneficiary life expectancy tables for Required Minimum Distributions were udpated to use the new 2022 tables as part of the 6/30/2021 update package. The 9/30 update includes changes to the graph for the Beneficiary calculators to better illistrate the 10 year rule when it applies.