Release notes for version 4.0.761 - 1/27/2026 - 11:30 AM ET
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Release Notes
- Removed references to TCJA figures in reports
- 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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