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BNA Income Tax Planner Software Updates

Current CD Version

BNA Income Tax Planner CD version 2009.3 was shipped to all current users on August 5, 2009.

Current Service Pack

This service pack includes specific changes to reflect The Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of 2010. The changes included in version include the Adoption Exclusion and Credit, Medical Expense Deduction, High-Income Hospital Insurance Tax and Medicare Investment Income Tax. This service pack also includes the third quarter Underpayment Penalty Rate.

Download 2010.3 Service Pack » (7.45 MB)

To install, quit the BNA Income Tax Planner, version 2010.2, 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 2010.3.

2010 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.

2010

 

Consumer Price Index Adjustment

0.1860131239

Maximum OASDI Contribution Base

$106,800.00

Retirement Plan Compensation

$245,000.00

Retirement Plan Deduction Limit

$49,000.00

Underpayment Penalty Rates

1st Qtr. - 4%
2nd Qtr. - 4%
3rd Qtr. - 4%