Tax Engine
|
Revised and updated for 2004
numbers |
Tax calculations
|
Bug fixed in default
Cap Gains Tax Rates. In 3.0 tax rates went to zero after 2017 |
Initial Model Year
|
Year 2003 still supported (all
previous versions only supported from current calendar year
forward) |
General
|
Default initial model
year updated to 2004 |
Case sheets
|
New "Strategy
Wizard Recorder" section at bottom records last-used values
in "Strategies" wizard |
RSPs
|
83(b) election now
a light yellow cell filled out only on BaseCase |
Strategies
|
New "Sell to
cover" strategy for RSPs |
Diversification Illustrator
|
"Sell to cover"
RSP section added for ALAP before NQSOs and ISOs done |
Add Ticker
|
Confirmation message
when adding a new ticker now pops up (can be suppressed) |
Inventory sheet
|
"Plan label"
tag changed to "Plan type".; Labels now just by plan
type, and doesn't include # |
Insight migration
|
Vesting lot #s rounded
to integer during migration (1.5 rounds to 2.0) |
Audit toolbar
|
Toolbar now visible
whenever the "Audits" window is visible |
DI TPV Chart
|
Line colors now matching
those used in ATCF Chart |
PriceIndices
|
Biogen, K-Mart, and
Alliance Pharmacy deleted |
Assumptions worksheet
|
Row 13, 14, 17, 18,
27 28, 47, 48: Data validation changed; negatives allowed
Cells B34, B36: Data validation changed; negatives allowed |
Assumptions wizard
|
Deductions:Exclusions:
VBA changed to allow negative values
Tax Estimates:Label changed to "Annual change" (from
"Annual increase") |
Migration
|
Year-end rollover
offered as integrated part of migration, if needed
Users warned if, during migration from StockOpter® prior to
3.1, there are 83(b) elections on Case sheets beyond BaseCase
User warned there are some situations where Case sheets beyond
BaseCase aren't migrated |
