| |
MODULE
| STATUS
| WEBDESCIPTION
| DATE CREATED
|
|---|
| 1 | FederalTax_1_1 | (0) Inactive | | UNKNOWN |
| 2 | FederalTax_1_2 | (0) Inactive | | UNKNOWN |
| 3 | FederalTax_1_3 | (0) Inactive | | UNKNOWN |
| 4 | FederalTax_1_4 | (0) Inactive | | 2000-11-02 14:20:15 |
| 5 | FederalTax_1_5 | (0) Inactive | | UNKNOWN |
| 6 | FederalTax_1_6 | (0) Inactive | | 2001-04-20 15:02:27 |
| 7 | FederalTax_2_0 | (0) Inactive | MySQL conversion | UNKNOWN |
| 8 | FederalTax_2_1 | (0) Inactive |
Compiled version 2_0 with frame having
MySQL edits for Convert and Make.
| UNKNOWN |
| 9 | FederalTax_3_0 | (0) Inactive |
Adding new National program rules,
EITCFosterKid and ChildCreditFosterKid. Setting both to 1 will replicate version 2 results
Modified SetQualifyingOfHouseRef() and
SetQualify()
Added boolean function PassRelationship()
| UNKNOWN |
| 10 | FederalTax_3_1 | (0) Inactive | Compiled with frame having MySQL edits for
Convert and Make | UNKNOWN |
| 11 | FederalTax_4_0 | (0) Inactive |
Recompile for frame changes (March 2003
CPS).
| 2004-02-16 11:49:38 |
| 12 | FederalTax_5_0 | (0) Inactive | Add the rule
UseSOIIncomeAdjustments to control
whether or not adjusted high-income variables
are to be used.
Add the rules
TaxQualifDivLikeCapGains and
PctWithQualifiedDiv to handle the taxing
of qualified dividends. | 2006-02-17 10:16:54 |
| 13 | FederalTax_6_0 | (0) Inactive |
.NET version, initialize HeadNum = 0 in
GetFirstUnit()
| 2007-01-09 13:11:33 |
| 14 | FederalTax_7_0 | (0) Inactive |
Same as Version 6_0 except for new
National rule, HeadOfHhldQualifyingPerson, and
compiled with most recent version of the frame.
| 2007-07-05 10:24:30 |
| 15 | FederalTax_8_0 | (0) Inactive |
Adds new National rule,
ExemptGrossIncomeTest,
and makes use of it in the IsDependentGroup3
function.
Adds new student definition and an easy way
to switch between the two definitions by setting
the STUDENT_DEFINITION parameter (for
testing).
Modifies the definition of disability.
Adds new National rule,
ChildCareCreditQualifChild
and the two options it models.
Add a new National rule,
SubfamilyEligForCDCTC,
for use in forms.
| 2007-07-13 14:08:31 |
| 16 | FederalTax_8_1 | (0) Inactive |
Same as Version 8.0 except uses former
definition of disability.
| 2007-07-13 14:10:02 |
| 17 | FederalTax_9_0 | (0) Inactive |
Same as version 8_0 but compiled with
updated frame.
| 2007-11-02 12:58:54 |
| 18 | FederalTax_10_0 | (0) Inactive | | 2007-12-18 12:33:48 |
| 19 | FederalTax_10_1 | (0) Inactive |
Corrected new student definition.
Corrected identification of dependents
when HeadOfHhldQualifyingPerson is set to
1.
| 2008-03-07 14:21:03 |
| 20 | FederalTax_10_2 | (0) Inactive |
Corrected new student definition.
Corrected identification of dependents
when HeadOfHhldQualifyingPerson is 1.
| 2008-03-07 16:32:52 |
| 21 | FederalTax_10_3 | (0) Inactive |
Change test of HOH dependency when
HeadOfHhldQualifyingPerson is 1.
| 2008-03-19 10:18:18 |
| 22 | FederalTax_10_4 | (0) Inactive |
Changes program flow for setting
HOH status so that required processing
preceeds that determination.
Makes correction to AnnualHead.
Technical change: Moved FixFilingStatus
object from FedTaxUnit class to FedTaxSim
class since it is used only by FedTaxSim
and references FedTaxSim results (eliminating
need for awkward casting).
| 2008-04-04 11:01:56 |
| 23 | FederalTax_10_5 | (0) Inactive |
When resetting Dependent of a person who
is also an EITC_QualifyingChild, set
EITC_QualifyingChild to the same person as
Dependent in the MoveItsDepAndQual
function.
| 2008-04-09 14:33:44 |
| 24 | FederalTax_11_0 | (0) Inactive |
Add national program rule
QualifyingChildRule and use it in modifying
the setting of EITC_QualifyingChild.
| 2008-04-10 10:50:16 |
| 25 | FederalTax_12_0 | (0) Inactive |
Add variable list program rule
UnrelatedHeadID, and use it in coding Dependent,
EITC_QualifyingChild, ChildCareQualifyingChild and
ChildCreditQualifyingChild.
Makes correction to IsDisabled function in
addition to modifying it to include
"nonrelatives with relatives" whose
ExpUnrelatedHeadID is coded.
| 2008-05-16 12:46:33 |
| 26 | FederalTax_12_1 | (1) Active |
Changes SetDependent function to prevent
persons who are unrelated subfamily children
or who have ExpUnrelatedHeadID > 0 from
being
assigned as dependents of the household
reference person
| 2017-06-05 13:02:54 |
| 27 | FederalTax_13_0 | (0) Inactive |
Adds four new rules to provide more flexibility in
setting maximum
child age: MaxAgeDepNonStudent,
MaxAgeDepStudent, MaxChildAgeEITCNonStudent,
MaxChildAgeEITCStudent.
Adds a new function, IsEITCStudent, to define
students using the EITC
age maximums when identifying EITC-qualifying
children.
| 2010-08-25 09:26:11 |
| 28 | FederalTax_14_0 | (0) Inactive |
Adding new rules:
DepFileRequiredUnearned,
DepFileRequiredEarned,
DepFileRequiredGross1,
DepFileRequiredGross2,
DepFileRequiredGross3,
and SelfEmployedMustFile
| 2011-03-04 07:24:38 |
| 29 | FederalTax_14_1 | (0) Inactive |
Adds new output variable
ExpandedUnitID, which is the same as
UnitID except for dependents.
For dependents, ExpandedUnitID is set
to the UnitID of the person indicated by
Dependent.
| 2011-07-30 17:46:51 |
| 30 | FederalTax_15_0 | (0) Inactive |
Adds new output variable
ExpandedUnitID, which is the same as
UnitID except for dependents.
For dependents, ExpandedUnitID is set
to the UnitID of the person indicated by
Dependent.
| 2011-07-30 19:49:54 |
| 31 | FederalTax_15_1 | (0) Inactive |
Set ExpandedUnitID after all other unit
processing has been completed.
| 2011-07-31 10:05:10 |
| 32 | FederalTax_16_0 | (0) Inactive |
Adds new rules:
PersonalExemptionLimitationPhaseout, AdditionalDeductionPropTax,
PropertyTaxVarNonItemizers,
ItemizedDeductionLimitationPhaseout, MakingWorkPayMaxIncome,
MakingWorkPayPhaseDownPoint,
MakingWorkPayPhaseOutRate,
MakingWorkPayRate,
MaxFSAChildCareExpenses, and
PctFamiliesWithFSA
Adds new output variable
PropertyTaxForNonItemizers
| 2011-09-06 11:27:29 |
| 33 | FederalTax_16_1 | (0) Inactive |
Alters SetExpandedUnitID() to make sure
that ExpandedUnitIDs
start with 1 and are consecutive within a
household.
| 2011-09-12 14:24:49 |
| 34 | FederalTax_16_2 | (0) Inactive |
Use version 16_1 for new updates!
Adds the new result variable
AddPropertyTaxStdDeduc to save the value of
the form
AdditionalPropertyTaxStandardDeduction.
| 2011-09-15 11:52:34 |
| 35 | FederalTax_17_0 | (0) Inactive |
Adds new rules:
RecoveryRebateCredit_Child,
RecoveryRebateCredit_FilingStatus,
RecoveryRebateCreditMin,
RecoveryRebatePhaseout,
RecoveryRebatePhaseoutRate,
PersonalExemptionMinimum.
| 2011-09-16 12:34:49 |
| 36 | FederalTax_17_1 | (0) Inactive |
Corrects an error in reordering
ExpandedUnitId.
| 2011-12-20 12:26:45 |
| 37 | FederalTax_18_0 | (0) Inactive |
Adds rule
ChildlessEITCRestrictions to
introduce the possibility of setting
restrictions on taking childless EITC based on
whether that person has EITC-qualifying
children in the household.
| 2012-03-08 14:06:42 |
| 38 | FederalTax_18_1 | (1) Active |
Adds rule
MakingWorkPayCredit_Max to
remove hardcoded values.
| 2012-03-08 16:29:21 |
| 39 | FederalTax_19_0 | (0) Inactive |
Adds variable list rule ParentIDs
to allow access to input variables
FatherID and
MotherID.
Adds variable list rule
BioOrAdoptiveParentIDs to allow
access to input variables
BioOrAdoptiveFatherID
and BioOrAdoptiveMotherID.
Adds rule
CohabParentChildAssignment that
specifies how children are assigned for tax
purposes when both
cohabiting parents are present in the household.
Option 1 never assigns children to the parent
who is not the family head.
Option 2 assigns children to the other parent if
the family head has no income and other parent
has income.
| 2012-06-06 07:59:31 |
| 40 | FederalTax_19_1 | (1) Active |
Adds two options to rule
CohabParentChildAssignment:
#3 = if both parents have income, assign all
children to “other parent”, and
#4 = if both parents have income, split children
between parents.
| 2012-08-30 13:20:49 |
| 41 | FederalTax_19_2 | (0) Inactive |
For CohabParentChildAssignment option
#2,#3 and #4: Switches the 'Head of
Household' filing status over to
cohabiting parent in the following cases: 1) The
householder has no income and at least one of
the householder's kids
has been signed over to the cohabiting partner.
2) The householder has income and all kids
have been assigned
to the cohabiting partner.
| 2012-08-31 11:18:24 |
| 42 | FederalTax_19_3 | (0) Inactive |
Splits EITC qualifying children that are not
dependents between cohabiting parents.
Adds new result variables
ChildCareExpForCredit,
NumDepKids,
NumDepKidsAdded,
NumDepKidsLost and
TransferKidsHeadID.
| 2012-09-10 12:59:21 |
| 43 | FederalTax_19_4 | (0) Inactive |
Sets the GroupType to 2 ('check if has or is
dependent) for cohabiting parents with
dependents
that were signed over from the householder
through CohabParentChildAssignment option #2,
#3 or #4.
| 2012-09-10 14:00:16 |
| 44 | FederalTax_19_5 | (0) Inactive |
Adds variable list rule
ChildLevelChildCareExpense which
specifies the child-level child care expense.
| 2012-09-10 16:08:56 |
| 45 | FederalTax_19_6 | (0) Inactive |
Code clean-up.
| 2012-09-11 14:49:47 |
| 46 | FederalTax_19_7 | (0) Inactive |
Code clean-up.
| 2012-09-13 07:51:21 |
| 47 | FederalTax_19_8 | (0) Inactive |
Updates the federal support test for potential
dependents who have parents who are
cohabiting,
and for potential dependents in a family where
there is a child with cohabiting parents.
If cohabiting partners have at least one child
who is the bio/adoptive child of both parents,
then the families (income) will be combined when
performing the support test.
| 2012-09-17 15:34:35 |
| 48 | FederalTax_19_9 | (0) Inactive |
Usage of variable list rule
ChildCareExpense changes to
expecting a child-level variable.
Removes variable list rule
ChildLevelChildCareExpense added
in version 19.5.
| 2012-09-17 16:09:54 |
| 49 | FederalTax_19_10 | (0) Inactive |
Adds a new output
variable--ExpandedUnitHead.
| 2012-11-07 10:38:50 |
| 50 | FederalTax_19_11 | (1) Active |
Retains the old method of assigning child
care expenses when
CohabParentChildAssignment is
1--i.e., children are never assigned to the parent
who is not their family head. Otherwise, the
code
expects a child-level child care expense variable
in variable list rule
ChildCareExpense.
| 2014-12-30 11:17:17 |
| 51 | FederalTax_20_0 | (1) Active |
Adds new rules
(YoungChildCareExpenseRate1,
YoungChildCareExpenseRate2,
YoungChildCareAGIBracket1,
YoungChildCareAGIBracket2, and
YoungChildCareCreditMaxAge) for the
computation of new output variables
YoungChildCareRate and
YngChildCareQualifyingChild.
| 2015-12-08 09:41:58 |
| 52 | FederalTax_21_0 | (1) Active |
Adds new rules
YoungChildCareExpenseRate3,
YoungChildCareAGIBracket3,
ChildCareCreditExpenseRate2,
ChildCareCreditExpenseRate3,
ChildCareCreditAGIBracket2,
ChildCareCreditExpenseRate3,
JointChildCareCreditExpenseRate,
JointChildCareCreditExpenseRate2,
JointChildCareCreditExpenseRate3,
JointChildCareCreditAGIBracket,
JointChildCareCreditAGIBracket2,
JointChildCareCreditAGIBracket3.
| 2017-05-23 21:56:31 |
| 53 | FederalTax_22_0 | (1) Active |
Adds new rules
JointYngChildCareExpenseRate1,
JointYngChildCareExpenseRate2,
JointYngChildCareExpenseRate3,
JointYngChildCareAGIBracket1,
JointYngChildCareAGIBracket2,
JointYngChildCareAGIBracket3.
| 2017-05-29 21:49:01 |
| 54 | FederalTax_22_1 | (1) Active |
Fixes error in function
SetYoungChildCareRate().
| 2017-05-31 13:47:55 |
| 55 | FederalTax_23_0 | (1) Active |
Changes ChildCreditQualifyingChild
determination to use new rule
ChildTaxCreditMinAge
in addition to the use of the existing rule
ChildTaxCreditMaxAge.
Adds new output variable
YoungChildCreditQualifyingChild, and determines
status with new rules
YoungChildTaxCreditMinAge and
YoungChildTaxCreditMaxAge.
| 2017-07-31 11:44:38 |
| 56 | FederalTax_24_0 | (1) Active |
Adds result variable
AGIOfTaxUnit and
SizeOfTaxUnit.
| 2018-03-01 18:42:29 |
| 57 | FederalTax_25_0 | (1) Active |
Adds result variable
TaxOfTaxUnit.
| 2018-05-02 10:48:25 |
| 58 | FederalTax_25_1 | (1) Active |
Implements that SetYoungChildCareRate() is not called when rule
YoungChildCareCreditMaxAge is set to -1.
Corrects programming error in SetYoungChildCareRate().
| 2020-04-28 17:36:07 |
| 59 | FederalTax_25_2 | (1) Active |
Increases family array indexes in
SetNumUnrelHeadDeps and
GetFirstUnit functions.
| 2021-03-30 15:06:34 |
| 60 | FederalTax_26_0 | (1) Active |
Adds variablelist rules RecoveryRebateDependent,
StateIncomeTax and PotentialSalesTaxDeduction.
| 2021-01-25 10:52:28 |
| 61 | FederalTax_26_1 | (1) Active |
If EITC_QualifyingChild points to another
EITC_QualifyingChild,
change the value of the third generation child to point
to the first
generation head.
| 2021-04-02 11:21:01 |
| 62 | FederalTax_26_2 | (1) Active |
Incorporates the previously omitted update in
version 25.1.
This update was necessary because there was
an issue with reading the
ExpenseRate rules from the DB.
| 2021-12-03 12:37:06 |
| 63 | FederalTax_27_0 | (1) Active |
Adds a new rule called
MarriedSpouseAbsentMethod.
This rule lets the user define whether tax unit
heads who are married with spouse absent
(MaritalStatus = 5) are assigned joint or head of
household filing status.
| 2022-05-02 11:16:00 |
| 64 | FederalTax_28_0 | (1) Active |
Adds a new rule called
HOHAssignmentMethod.
This rule lets the user select how Federal Tax
assigns head of
household filing status. See also
HeadOfHhldQualifyingPerson and
CobabParentChildAssignment.
Fixes a minor issue of the version 27_0.
| 2022-05-30 21:15:35 |
| 65 | FederalTax_29_0 | (1) Active |
Adds variablelist rules
NonItemizerCharitableDeduc
and QualifiedDividendsIndicator.
| 2023-03-13 14:27:46 |
| 66 | FederalTax_30_0 | (1) Active |
Adds new national array rules
ChildCareCreditAGIBracket4
and ChildCareCreditExpenseRate4.
Used if AGI exceeds the maximum amount
specified in ChildCareCreditAGIBracket3.
| 2023-12-05 03:55:17 |
| 67 | FederalTax_99_0 | (0) Inactive |
For testing only: Same as Version 8.0 except
uses former definition of disability and
student status.
| 2007-11-02 12:51:14 |
| 68 | FederalTax_99_99 | (0) Inactive |
Debug version ... testing only!
| 2006-01-19 14:00:53 |
| 69 | FederalTax_100_0 | (0) Inactive |
Custom version based on version 13_0 that
eliminates the dependent exemption for
persons aged 19-23.
| 2010-09-14 09:03:58 |
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