Release notes for version 2.0.252 - 1/27/2026 - 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.
Release Notes
- Removed references to TCJA figures in reports
- Fixed issue where Cheetah URLs would not be accepted if they contained dashes or slashes in reasonable locations
- Fixed issue where dates of birth would be off by 1 day when importing a single client
- Increased the maximum allowable benefit input for Social Security in Client Access
- Updated tax figures for The Bill Act of July, 2025 and updated annual figures for 2026
- Estate Gift Exclusions
- Estate Exclusion
- Contribution limits for IRAs
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