« Go to the Software Download Center
Intuitive Estate Planner Software Downloads
Intuitive Estate Planner 16.2 (6/22/2013)
Intuitive Estate Planner Version 16.2: (1) Income tax calculation for Roth/IRA conversion updated; (2) the state estate tax computations for DE, HI, MD, ME, MN, RI, TN and VT have been updated for 2013 and later; (3) the state QTIP election applies where no federal marital deduction is allowed; the method of entering the marital deduction and specific legacies for same-sex couples is set forth at the help topic State Tax Adjustments; and discussion of the marital deduction for such couples is added to state specific topics; (4) "Use 2012 rates and Applicable Exclusion after 2012" is eliminated from Tax Choices/Tax Tables; (5) number formats for one-person calculations at Tax Analysis are corrected; (6) the Consumer Price Index table, the AFR table and the Federal Interest Rates utility are updated; (7) the help is updated and additional topics entered; and (8) the Client Forms.pdf is updated.
To apply this upgrade you must have Intuitive Estate Planner Version 16.1 installed.
Get This Update
Intuitive Estate Planner 16.1 (2/5/2013)
Intuitive Estate Planner Version 16.1: (1) update of all federal estate tax calculations (including marginal rate and applicable exclusion) to reflect the changes in The American Taxpayer Relief Act of 2012; (2) revision of the years 2013 and later to reflect deduction of state death taxes at Schedule J and elimination of the state tax credit; (3) revision of the federal estate tax limit on state estate tax calculations, where applicable, to reflect the changes in The American Taxpayer Relief Act of 2012; (4) extension of the application of the DSUEA for 2013 and later years; (5) correction of the FET and FGT calculators to function without the need to load a client file; (6) update of the Rhode Island state estate tax calculation; (7) addition to the deductions for Schedule K-1 of the ability to designate a deduction as applying for state death tax purposes only; (8) corrected computation of marital deduction when "Percentage of probate estate" is selected to reflect application of the percentage entered to the net estate value; (9) update of Consumer Price Index table, update of AFR table, update of the Federal Interest Rates utility and change to new PDF format; and (10) update of the slide show for estate tax changes made by The American Taxpayer Relief Act of 2012; (11) addition of help topics on using the IEP asset worksheets to establish an audit trail of asset transfers and on entry of SLAT, SERT, ERT and SAT trusts in IEP.
To apply this upgrade you must have Intuitive Estate Planner Version 16.0 installed.
Get This Update
Learn more about Intuitive Estate Planner on CD-ROM »
Intuitive Estate Planner user guide »