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BNA Income Tax Planner Software Updates

Current CD Version

BNA Income Tax Planner CD version 2012.3 was shipped to all current users on October 10, 2012. 

The current service pack for BNA Income Tax Planner is 2013.2 released on April 24, 2013. See details below.

Download 2013.2.0.1 Service Pack

Download 2013.2.0.1 Service Pack
To install, quit BNA Income Tax Planner, version 2013.2, if it is running; then click on the file above and save it to the program directory. Once saved, go to the program directory and double-click the file. An installation dialog box will guide you through the installation process. After installing the update, start the program and click on “About” under the Help menu to verify that the installed release is 2013.2.0.1.

Version 2013.2.0.1 Summary of Changes

Federal Changes

Calculation Options -- This dialog has been updated to automatically install the 2013 Third Quarter Underpayment Rate, overwriting any prior entries. See the Calculation Options dialog.

If you need any assistance, please contact Bloomberg BNA's software product support at 800.424.2938.

2013 Calculation Option Dialog Amounts

While most of these amounts have been hard-coded into the program, some are new and may need to be entered manually. To update your BNA Income Tax Planner, simply click on "Calculations" in the Options Menu to enter any new rate(s) published after the release of the program.

2013

 

Consumer Price Index Adjustment

2.5701804667

Maximum OASDI Contribution Base

$113,700.00

Retirement Plan Compensation

$255,000.00

Retirement Plan Deduction Limit

$51,000.00

2013 401(k) Limit

$17,500

2013 401(K) Catch-Up Limit

$5,500