New: Pay periods remaining on wage card

New: Number of items on a card section

Improved: Payment Analysis

• Click on a quarter, see the associated payments highlighted.

• Extension payment added as a fifth payment. Fly through those extensions.

  • Combines the amount Remaining Due to reach Safe Harbor, the estimated underpayment Penalties, and the additional amount of tax beyond Safe Harbor to reach full payment of the estimated tax liability.

  • If Safe Harbor is met and the amount is greater than the amount to reach Break-even on the tax return, no extension payment will show.

Improved: 401k contributions limited to IRS limits:

• caps the reduction from federal taxable income in the tax calculation

• input a taxpayer or spouse date of birth - calculates catchup contribution

• aggregates total contributions per taxpayer and spouse

• data input will not warn user if they are over a limit.