Advise Release Notes - v2.0.251

Release notes for version 2.0.251 - February 18, 2025 - 11:30 AM ET

Updates are automatic and no action is required from you. Only a momentary disruption is expected at the time of the release. There may be about an hour delay from the release time before the changes are seen.

If you have any questions, please access the Moneyree Help Center, or contact the Moneytree Support team by email, or call 877-421-9815 ext 0. 

Contents:

• New Features & Functionality
• Bug Fixes & Improvements

New Features & Functionality

• Updated annual return charts to include 2024 returns
• Updated tax calculations for 2025 rules

Bug Fixes & Improvements

• Fixed issue where the wrong RMD start age was referenced on Total Capital Assets report (display issue only; calculations still used the correct start age)