446.27
November 21, 2024
For all users:
State specific:
California
- We implemented the California Pass-Through Entity Tax. You enter this as an adjustment to income. It will appear as income, and as a credit against taxes, on the California state income tax page.
- California FL-150 add text that was missing below line 1.
Georgia
- Remove extra quotation marks on Georgia Print Guideline screen.
Michigan
- Fixed a typo on the parenting time adjustment worksheet.
Minnesota
- Fixed a typo on the parenting time adjustment worksheet.
Ohio
- Worked on bringing our Child Support Guideline closer to the official, work in progress.
446.26
November 14, 2024
Below are the features, bug fixes and enhancements released in the last month for Family Law Software.
For all Subscribers
- Multiple income sources for a single investment asset. Previously, if you had a brokerage account that reported interest, dividend, and capital gain income, you had to enter that as three separate accounts, and it was difficult to know the asset amount that should be apportioned to each account. In this release, it is now possible to enter interest, dividend, and capital gain income for a single account. This is a significant improvement.
- Standardize calculation of income after-tax. The Budget Report, Support Impact Report and Expanded Report all have calculations of “income after tax.” Previously, however, for historical reasons, the calculation for the Budget Report was not always in sync with the calculation for the other reports. It is now the case that a single definition of “income after tax” is used for all reports.
- Customize definition of income after tax. Previously, the definition of “income after tax” was hard-coded to be income minus taxes, mandatory retirement payments, and union dues. Some people wanted to include items such as health insurance and child-care costs in the calculation. Other people wanted to exclude items such as union dues. Now, you can customize the definition of “income after tax” for each case.
- New stock option/RSU report. We are gratified by the positive reception from many of our subscribers to the ability to enter restricted stock units (RSUs) and stock options, and the ability to calculate the marital portion. This release adds to that the ability to show stock options and RSUs on a separate standalone report. This is on the More Reports page in the Financial Planner report list.
- New logo. We have incorporated a new logo in the software. We hope you like it!
State-specific
The following items are specific to the states listed below.
California
- Pass through entity tax. We have incorporated California’s pass-through entity tax into our California tax calculation, so that it is reflected in guideline income.New Judicial Council form. We have added the POS-050/EFS-050 to our list of Judicial Council forms.
- Form updated. We have updated the Riverside Form
- RI-A836B to the most recent version.
Colorado
- Update to JDF-1104. We have updated Colorado Form JDF 1104 to the 10/24/2023 release version (the most recent version).
Florida
- New “Totals” note field. On the Income & Expenses data entry screen, we have added a “Note” field to the Totals group. Now, if you would like to include on the Affidavit a note that pertains to the Income and Expenses as a whole, and not to a specific item, you can now do that.
Massachusetts
- Health insurance data carry. We fixed an issue where the health insurance provider entered for Party A was carrying to Party B’s Financial Statement. That is no longer happening.
Minnesota
- We have incorporated into the software the recently-released updated Minnesota Child Care Assistance Program Copayment schedules.
New Jersey
- We have updated the New Jersey Confidential Litigant Information Sheet to the November 2024 version.
446.25
October 15, 2024
For all users
- Spousal support. In states where spousal support is calculated, when the checkbox to use calculated spousal support is cleared, we now also clear the spousal support amount.
- American Opportunity Tax Credit. For years after 2017, it is now possible to specify that the American Opportunity Tax Credit is refundable.
State specific
California
- Judicial Council Forms. We updated Riverside RI-FL042 to the latest release.
- Tax tables. We updated our tax tables to current-year California taxes. (The state does not release current-year tax tables until September or October each year.)
- Spousal Support. For California, child support was being calculated treating current-relationship spousal support as taxable/tax deductible. We now reflect the entry to this effect which could cause it to be treated as non-taxable.
- California bonus report. Upon exiting the bonus report, actual support was changed. Upon the next entry, the correct amount was reinstated. But now, this does not happen at all.
Colorado
- Child Support. The Colorado Judicial council requested a change in the calculation of adjustment for certain children of other relationships. We have implemented this request.
- Bonus report. We now allow “Unknown,” etc. on bonus report fields.
Florida
- Support what if. Changing the alimony payer in the Child Support What If screen will now trigger an update of the child support calculation.
Illinois
- Insurance. On the Illinois Affidavit, we now allow an entry in the “Type of Insurance” boxes when someone other than party pays cost of insurance.
New Jersey
- Case Management Order. We updated the New Jersey Case Management Order to the latest release.
New York
- Real Estate. In New York, a new file was automatically entering a real estate property. That no longer happens.
446.24
October 2, 2024
For all users
- Alimony calculator. We have continued to improve the Family Law Software proprietary alimony calculator. The checkboxes now allow for negative adjustment to the payer’s percentage.
State specific
California
- 2-way bonus report. We added help buttons to “% of bonus in support” to explain how that entry is calculated.
- Judicial Council Forms. FL-150 line 13r total expense field was not carrying correctly. Fixed.
- Judicial Council Forms. We updated FL-342 to the latest release.
- 2-way bonus report. The “% of bonus in support was not calculating correctly. Fixed.
Colorado
- Layout. On the Colorado maintenance worksheet, we now omit subtabs and header above the income section.
Florida
- Minimum wage. We updated the Florida minimum wage. When you specify hourly wages, we default to the minimum wage.
- Arrears. We updated to use the new Florida arrears rate, effective 10/1/2024.
- Affidavit header. We updated the header of the Florida Affidavit to provide more options.
- Earned Income Tax Credit. We have added an option to omit the Earned Income Tax Credit on the Florida Affidavit.
Minnesota
- Parenting Expense Adjustment. For the Parenting Expense Adjustment, we now calculate the lines for overnights, based on the entries on the page where the children are entered.
Ohio
- Guideline Header. We now omit “2019” at the top of the Ohio Child Support Guideline Worksheet screens.
Virginia
- HOA fees. We have added Home Owners’ Association (HOA) fees as an expense entry.
Canada
- Minimum wage. We updated the Canadian provincial minimum wage (Ontario, Manitoba, Saskatchewan). This is used when you specify hourly wages.
446.23
September 20, 2024
For all users
- Property Division Scenarios. The Property Division scenarios analysis now shows the equalization payment amount for each scenario.
- Budget Report “Other” Expense items. On the Budget Report, we now list each of the “other” expense items you entered on the expense data entry screens.
State specific
California
- Bonus Report. We added columns to show % of bonus in child support and % in spousal support to the 2-way bonus table.
- 2-way Bonus Report. The 2-way bonus table was showing the wrong result if no bonus had been entered on the main child support worksheet. Fixed.
- Judicial Council Forms. We updated FL-342(A) to the 9/1/2024 version.
- Judicial Council Forms. We updated FL-150 to the 9/1/2024 version.
- Judicial Council Forms. We updated FL-150 to the 9/1/2024 version.
Florida
- Form 902(l). We released new Florida Form 902(l).
- Form 902(k). We released new Florida Form 902(k).
Massachusetts
- Account numbers. We added the option to show the account number of investment accounts in the affidavit reports.
Michigan
- Financial Assets. We now include Michigan financial assets in the property division report.
New York
- Children’s expenses. We created an extra data entry group for children’s expenses. We expect that this will be used primarily by mediators and financial planners.
- Help buttons. We updated two help buttons on the NY Child Support Guideline Worksheet.
Ohio
- Support What If. On the Support What If screen, the obligor name was not displaying. Fixed.
446.22
September 4, 2024
For all users
- Specifying Applicable Wage Taxes. We changed the way you specify which taxes apply to wages (federal tax, state tax, FICA tax, Medicare tax). You may now individually specify the applicability of each of these taxes.
- Social Security Report. High-income Medicare threshold was set to joint when Combined Income report is also run. That has been fixed..
- Section symbol. This symbol was not always displaying correctly. That has been fixed.
- RSU/Stock Options. The RSU/stock options coverture numerator is now zero when grant date is after separation date.
- Pensions. We updated the IRS unisex mortality tables.
State specific
California
- Support What If. In the Support What If, we added the ability to enter spousal support in the scenario.
- Judicial Council Forms. We updated FL-192.
- Judicial Council Forms. We added reformatted date footer lines that did not import correctly.
- California Income & Expenses. Write-in lines for other expenses are shown only on the Both view.
- Judicial Council Forms. We updated Riverside FL011, F06 and F01. SF 189345.
- Judicial Council Forms. We updated Riverside AD001 and FL035.
Colorado
- Child Support. At the request of the Colorado Judicial department, we added an option to calculate annual wage for minimum wage employees using 50 weeks instead of 52 weeks.
- Guideline Worksheet. Colorado guideline worksheets have a new signature line.
Florida
- “Debt Type”. We added “Debt Type” dropdown list to main screen in Payments to Creditors group under Income & Expenses.
Maryland
- Real Estate on Affidavit. We added an option to suppress real estate from carrying to Affidavit in Expenses section.
New Jersey
- Expense lines. We now display expense lines that are not for the Case Information Statement.
Ohio
- Support What If. In the Support What If, we added the ability to enter spousal support in the scenario.
Pennsylvania
- Support What If. In the Support What If, we added the ability to enter spousal support in the scenario.