A FEW ITEMS REPORTED FOR THE MAC / WINDOWS RB VERSIONS (from M. Sheehy):
These need to be looked into....
- Social Security entered by hand in today's dollars should be INFLATED BY COLA before the age to start
(or change it so the COLA option that you set applies like the pension... apply before, apply after
- spreadsheet with rows age 70 - 90 has it all real small... why not enlarge the text to take up more room... half the speradsheet is gray
- EXPORT TO EXCEL: Total Qualified Balance (Start of Year) shows up in Excel under Total Non-Qualified Tax-Deferred
(wants to send the excel spreadsheet to client)
- does Soc Sec taxes deduct out for Medicare? <--- NEED TO LOOK INTO THIS
- for Job Income on spouse still working -- are we deducting Medicare and Social Security deductions from paycheck?
- double check the RMDs on a couple with these dates March 22, 1946 and Sept 17, 1945.... if you have a bdate in 2nd half and your RBD year goes to the following year... you will never have the 27.4 divisor from the uniform table????