State tax docs / Updates
Updates, versioning and the changelog
State rules change every year, and most of the change lands between October and January, when states publish the next year's indexed brackets, deductions and caps and their new forms. This page describes how the engine follows those changes.
The annual cycle
- Monitoring (continuous, heaviest October to January). The weekly source check fetches every cited page and flags any whose checked figure has changed or disappeared. A changed figure is the usual first sign of a new year's value. The 266 sources read from an Internet Archive copy do not change, so the check cannot flag a new value for them.
- Research. Each flagged rule is re-read at its official source. Where a state has not yet published a figure the engine keeps the latest published value, and the provenance download marks that source's claim as a prior-year proxy.
- Engine change. The value is changed in the engine source with its citation beside it, and a test pins the new value.
- Gates. The engine suite, the golden scenarios and the docs gate must all pass: the dump is regenerated, the pages are regenerated, and every source's checked value must match the engine.
- Release. The engine, the API and these pages ship together, and the change is recorded below.
Versioning
The engine is at version 1.14.2 for tax year 2026. Each API response carries
engineVersion and taxYear, and so does the engine configuration download. Versions are semantic: a major version
changes the meaning of an input or configuration field; a minor version adds inputs or rules, and may also correct rules found wrong
against their sources; a patch corrects data or a rule. Either can move results for a request that uses none of the new inputs, but
only in the states its changelog entry names: a test runs a large random set of requests in all 51 jurisdictions through the new
engine and a frozen copy of the earlier one, and requires bit-identical results everywhere except the rules the release lists. A new tax year is a new configuration, not an edit of the previous one; corrections within a year are
listed below with their date.
Changelog
| Date | States | Change |
|---|---|---|
| 2026-10-09 | AL, MO, NE, OR | Engine 1.14.2: with computeFederal, the federal return is the one POST /api/federal-tax files for the household (the Tax Table on the 2026 return, Form 6251, the credits), and the state receives line 22 as the federal tax, line 18 as the tax before credits and the refundable credits. Alabama's, Missouri's and Oregon's federal-tax deductions and Nebraska's cap at the federal tax now read those figures (on a 20,000-household panel 314 state figures move: Alabama up to $1,727.85 on a gain that owes the AMT, Missouri cents, Oregon at most $0.41, Nebraska at most $1.40); Alabama's subtraction of the earned income credit now applies. Requests without computeFederal and every other state are unchanged. |
| 2026-10-08 | VA | Engine 1.14.1: Virginia's part-year return (Form 760PY) takes the age deduction the worksheet's way: the $12,000 per person reduced by the whole year's AFAGI excess over $50,000 / $75,000, then times each person's ratio from the Ratio Schedule (1.14.0 prorated first and took the whole excess off the prorated amount, so a part-year return could owe more than the full-year one). A joint request with computeFederal and a couple whose residency differs no longer fails when the separate returns apply: computeFederal computes the joint federal return only, so the separate returns are reported as not computed and such a request gets a 400 with the reason. Nothing else moves. |
| 2026-10-07 | AL, DC, DE, KY, MA, ME, MI, MO, NJ, OH, OR, PA, SC, UT, VA, VT | Engine 1.14.0: married couples whose residency differs, the pairs and returns 1.13.0 refused, settled from each state's statutes, regulations, bulletins and forms: Alabama separate returns (r. 810-3-27-.01); Kentucky separate returns when both spouses have income (103 KAR 17:020); DC, two nonresidents, no tax (Home Rule Act); Massachusetts part-year and nonresident pairs separate, and a full-year resident with a part-year or nonresident spouse separate when an exception of 830 CMR 62.5A.1(11)(a) is settled by the amounts; South Carolina's joint Schedule NR; Virginia two part-year spouses (joint 760PY with each spouse's own exemption proration, or separate), a part-year with a nonresident spouse (separate), two nonresidents (Form 763 Filing Status 3 or 4); Maine's Schedule NRH (separate single returns, the default for a resident with a nonresident and for two nonresidents under 36 M.R.S. 5221); Vermont's TB-55 options. Part-year local taxes: Philadelphia, Lexington, Kansas City and St. Louis (new localities[].daysOutside / workDays), Ohio municipalities and traditional-base school districts, Metro, Multnomah, Detroit (Form 5120 Column A) and Grand Rapids (Schedule TC). Still not calculated, each with its reason: New Jersey's required joint return of these couples, Utah's Special Instructions, Massachusetts' joint return of these couples, Louisville, Wilmington, the other Michigan cities, Kentucky's joint return of these couples, a part-year resident's net profits. Nothing else moves: requests without these inputs and the planner are unchanged. |
| 2026-10-07 | AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, UT, VA, VT, WI, WV | Engine 1.13.1: rental real estate (rentalNetIncome, signed: the federal Schedule E line 26 amount after the passive-activity limit). A rental profit is other ordinary income (and counts in Georgia's and Delaware's retirement-income exclusions, which name net rental income); a rental loss the federal return allows reduces the state's income in every state that starts from federal AGI or follows the federal schedule, and offsets no other income in Pennsylvania (income classes) and New Jersey (categories of income); new breakdown line rentalLossDeduction. The planner passes its federal Schedule E amount here instead of adding it to other income floored at zero, so a rental loss now reduces the state income of plans with a rental event. New York City school tax credits for a part-year NYC resident (IT-201 lines 69 and 69a; IT-203 lines 60 and 60a for a part-year state resident): the fixed amount from the Table 2 proration chart and the rate-reduction amount on the resident period's city taxable income (IT-360.1 line 47). Nothing else moves: a request without rentalNetIncome and without a part-year NYC residence is unchanged, and so is the planner without a rental event. |
| 2026-10-06 | AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, UT, VA, VT, WI, WV | Engine 1.13.0: the three combinations 1.12 refused. Married couples whose residency differs (residency.spouse, residency.spouseShare, residency.election): each taxing state's own rule for the pair (one spouse a full-year resident and the other part-year or nonresident, both part-year with different periods, both nonresidents with only one having state income), quoted from its 2025 instructions; every treatment the state allows (a joint part-year / nonresident return, separate returns, a joint resident return) is computed and reported in residency.couple with the one applied (required, the state's default, the couple's election, or the joint return the request's mfj names) and the lowest; per-spouse proration where the form does it (VA 760PY, MI Worksheet 6, MO-NRI, MD's pension months); the pairs a state's instructions do not address, and the returns whose computation is the state's own, are refused with the reason. Part-year New York City and Yonkers (Form IT-360.1 Parts 4 and 5) and local taxes with residency: a part-year resident of a Pennsylvania EIT subdivision (the Local Worksheet's months) or an Ohio earned-income-base school district, a Maryland or Indiana county or Iowa school district on a part-year return, a nonresident's workplace; the unsettled localities refused with the reason. Virginia: the Spouse Tax Adjustment, a Form 760 line, is no longer applied on a part-year 760PY return. Nothing else moves: a request without the new inputs is unchanged (Virginia part-year joint returns aside), and the planner, which does not use residency, is unchanged. |
| 2026-10-06 | OR, PA | Engine 1.12.1: Philadelphia's Net Profits Tax. With localities ["PA-PSD-510101"] and computeFederal, a resident's self-employment income (selfEmploymentIncome, as it reaches the state's earned income) is taxed at the 2026 NPT rate, 3.735%, instead of the average of the two 2026 Wage Tax rates, 3.7375% (City of Philadelphia, Tax Rate History): $2.50 less per $100,000. No other request moves. The website's copy of the engine takes earlyDistributionException (and the spouse's), so the website's calculators compute AR, CA, CO, MI, NE, PA, SC, VT and WI on an early withdrawal taken under a §72(t) exception, as the API always did. Local amounts in a later tax year (projection with indexing "law", and the planner's later years) now move the way each locality's law moves them, from the localities registry with official sources: Philadelphia's enacted rate schedule (Wage and Earnings Tax by July 1 steps, a calendar year at the average of its two rates; the Net Profits Tax and School Income Tax by tax year; 3.70% / 3.39% from 2029 on); Portland Metro's published 2027 thresholds ($132,000 / $211,000), with a later year refused (the yearly adjustment's index and rounding are not published); Multnomah County's Preschool for All rates settled through 2026 only (the start of its enacted 0.8% increase is not settled), a later year refused; every other local amount fixed. Each local amount, table and rule is listed in projection.parameters / codeTables / rules (local.<code>.<amount>, local.<kind>, with settledUntil). The planner applies the same schedules and holds an unsettled year at the last settled one, saying so in stateLocalities. Before 1.12.1 every local amount was held at its published year, undisclosed in the API. |
| 2026-09-30 | AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, UT, VA, VT, WA, WI, WV | Engine 1.10.0: later tax years. POST /api/state-tax takes projection {year, inflation | cpiFactor} (2026 to 2100): every dollar amount and birth-year age cutoff of the state's rules moves the way that state's law moves it, from the indexing registry (43 jurisdictions, 398 rules, each with an official source and a verified quote): indexed amounts by the factor with the statute's rounding, fixed-in-law amounts held, enacted schedules followed (Maine's switch to the federal standard deduction, Virginia's standard deduction, Hawaii's 2027 and 2029 and Montana's 2027 bracket tables), Ohio's tax at its zero-bracket threshold recomputed from the threshold, birth-year cutoffs one year older per year. Other rate changes and conditional steps a state has enacted are listed, not applied; a result that depends on an amount no official source settles (8 rules in AR, LA, MI, NJ and RI) is refused. The retirement planner's later years use the same function by default ("As the law sets them"), and its response says which mode ran and lists what it holds (stateTaxProjection); a planner setting, stateThresholdIndexing "inflation" ("Rise with inflation" in the app), and projection.indexing "inflation" in the API, instead grow every amount the planner scaled before 1.10.0 with inflation, as it did then. New: inputsNotSupplied (the facts and splits not given that could change the result) and strict (unknown keys refused). 2026 figures: Louisiana's standard deduction $12,838 / $25,676 and retirement exemption $12,324 (LDR RIB 26-019); Idaho's retirement benefits deduction cap $49,824 / $74,736 (the 2026 maximum Social Security benefit, Idaho Code 63-3022A). |
| 2026-09-28 | AL, AR, AZ, CA, CO, CT, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NM, NY, OH, OK, OR, RI, SC, UT, VA, VT, WI, WV | Engine 1.9.0: capital losses on the state return. New inputs capitalLoss (the year's net capital loss, a carryover brought in included) and capitalLossCarryover (the part carried in); without them every result is the 1.8.0 one. Each state's own rule, with its official source: the 34 states and the District of Columbia that start from federal adjusted gross income or federal taxable income, and Arkansas and Mississippi, deduct up to $3,000 ($1,500 married filing separately), as the federal return does; Wisconsin the same, also no more than Wisconsin ordinary income (Schedule WD line 28); Alabama the whole in-year loss, with no limit and no carryover; Massachusetts up to $2,000, and only against interest and dividends; Pennsylvania and New Jersey nothing (no offset against another class of income, no carryover). The loss lowers the income every state income test reads, and in Georgia and Delaware the retirement pool it is netted in. The retirement planner now passes the year's net loss to the state return (before, no state took one; Colorado, Iowa and North Dakota already had it through federal taxable income), and the tax-loss-harvesting calculator uses the engine's rule in place of its own list. |
| 2026-09-28 | AL, AR, CA, CO, CT, DC, DE, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, ND, NE, NJ, NM, NY, OH, OK, OR, RI, SC, UT, VA, VT, WA, WI, WV | Engine 1.8.0, the hardening release. Every line of the 42 taxing jurisdictions' 2026 returns was mapped to the engine (4,236 form lines: 1,611 calculated and tested, 1,567 business-only, 1,058 documented as not calculated); the engine and its API are at 100% line and branch coverage, in C and in the website's copy; a property suite ran three 3-million-household sweeps with no unexplained violation; and an independent household tax model was run against the engine on 139,704 households, every difference over $1 settled against the official form. 240 findings were closed: 116 money-wrong (102 root causes, fixed and each pinned by a test), 82 wrong claims and 28 documentation gaps in the published pages, and 3 untested paths (11 more were duplicates). Rules corrected, by state: Alabama's standard deduction and dependent charts on Alabama AGI, and its federal tax deduction net of federal refundable credits; Arkansas's high-income table (Act 1 of the 2026 First Extraordinary Session), the $10 million capital-gain exemption, filing status 4, and a conversion from 59½ sharing the $6,000 IRA exemption; California's senior head-of-household credit after the military exclusion; Colorado's single subtraction for a young survivor's military pay, a conversion from 55 in the pension and annuity subtraction, and survivor Social Security under 55; Connecticut's Table E, the Social Security worksheet's Line B, and disability pay as a pension only from the plan's minimum retirement age; the District of Columbia's survivor exclusion and Schedule I; Delaware's and Georgia's retirement pools with interest and dividends, Delaware's filing status 4, and Georgia's full exclusion of a survivor's military pay; Hawaii's disability exemption in place of the dependents'; Illinois taxing non-government disability pay; Indiana's single civil-service cap for a young survivor; Kentucky's separate-return deduction and 2026 family size table; Louisiana's no-return-required rule; Massachusetts's excess exemptions; Maryland's local earned income and poverty credits, the subtraction at 100 and the federal earned income credit's phase-out; Maine's phase-outs on Maine AGI and its indexed pension limits; Michigan's Tier 2 add-on and conversions at the person's own age; Minnesota's marriage credit and Credit for Past Military Service; Missouri's separate tax per spouse, federal tax deduction, head-of-household exemption, income tests and Working Family Tax Credit; Mississippi's pensions at any age; North Dakota's marriage penalty credit; Nebraska's cap at the federal tax before credits, married 65+ amount and CSRS exclusion; New Jersey's filing threshold, veteran exemption and disability pensions; New Mexico's centenarian exemption; New York's separate returns and published recapture worksheets; Ohio's survivor pensions, converted disability pay and earned income credit; Oklahoma's child credit; Oregon's severe-disability credit for blindness; Rhode Island's dependent phase-out; South Carolina's surviving-spouse deduction ($10,000 by the deceased spouse's age), death distributions and deduction interactions; Virginia's Spouse Tax Adjustment, low-income threshold, disability choice and 88+ age deduction; Washington's out-year threshold; Wisconsin's deduction phase-out and $5,000 subtraction; West Virginia's senior modification and 2026 Family Tax Credit table. Across states: the qualifying surviving spouse status, Railroad Retirement, qualified dividends, 401(k) distributions, the Indiana and Maryland county rate, each spouse's own Social Security, the early-distribution additions of California, Nebraska, Vermont and Wisconsin, and disability caps per disabled person. New inputs, each optional (a request without them is computed as before except where a rule above was corrected): filingStatus qss, railroadRetirementTier1 and Tier2, qualifiedDividends, employerPlanDistributions, localTaxRate, federalTaxBeforeCredits and federalRefundableCredits (federalTax is Form 1040 line 22), and for each person planMinimumRetirementAge, deceasedSpouseAge and socialSecuritySurvivor. The API response cites the official sources of every rule it applied. |
| 2026-09-27 | AL, AR, AZ, CA, CO, DC, DE, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NY, OH, OK, OR, PA, RI, SC, UT, VA, VT, WI, WV | Engine 1.7.0 (household inputs): the API takes dependents (age, student, disabled), a federal civil service annuity, disability pay, early IRA distributions with their federal exception and IRA basis, survivor benefits, Social Security disability, the spouse's own gross Social Security, the other spouse's age and blindness on a separate return, and whether a head-of-household qualifying person died. With them: every state's nonrefundable dependent exemptions, deductions and credits (37 jurisdictions, with their age, student, disability and income rules; MA No Tax Status / Limited Income Credit, PA Schedule SP, GA low income credit, OH $20 credit and AR's two-or-more-dependents Low Income Tax Tables count dependents); the KY family size and WV family tax credits and the NY household credit (these apply with no dependents too); Indiana's civil service annuity deduction; disability-pay exclusions in DC, IN, LA, NY, OH, SC, VA and WI and Minnesota's under-65 M1R route; Delaware's under-60 pension exclusion and 60+/disabled low-income exclusion; Colorado's under-55 death-benefit subtraction; Missouri taxes Social Security under 62 when it is not disability benefits and offsets the public-pension exemption by disability benefits at any age; Mississippi pools and halves the couple's exemptions on separate returns; early IRA distributions lose the retirement break in AR, CO, MI, PA (above basis) and SC unless a qualifying exception applies, and Arkansas adds 10% of the federal additional tax (line 32); Michigan's born-before-1946 rules (unlimited public pensions, the interest/dividend/gain deduction); New Jersey's Worksheet D other-retirement exclusion (line 28b); Ohio's retirement income and senior credits; Oregon's retirement income credit; California's senior head of household credit; Utah counts dependents in the taxpayer credit base and gives the child credit under 6; Alabama's head of family exemption and deduction corrected to $3,000 / $5,200. |
| 2026-09-27 | AR, GA, HI, IA, ID, IL | Engine 1.6.0 (group 1): Arkansas gives the 65 Special credit, the Low Income Tax Tables (2025 tables) and the Additional Tax Credit for Qualified Individuals ($60 up to $26,500 of net taxable income, none above $27,600; doubled joint); Georgia counts a net short-term gain in the retirement exclusion and gives the low income credit (federal AGI under $20,000; not on a separate return); Hawaii's alternative capital-gains tax taxes at least the income below the 7.25% bracket at ordinary rates, as the statute says; Iowa applies the low-income exemption, the single filer's tax reduction and the 4.3% alternate tax; Idaho gives no retirement deduction on a separate return, lets an employed military retiree under 62 qualify, and adds the $10 Permanent Building Fund tax to every return it requires; Illinois removes the whole exemption allowance above federal AGI $250,000 ($500,000 joint). |
| 2026-09-27 | AR, AZ, CA, CO, DC, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, ND, NE, NJ, NM, OK, OR, RI, SC, UT, VA, VT, WV | Engine 1.5.0: blindness and disability are inputs (API blind, disabled, spouse.blind, spouse.disabled). Blind amounts apply in 30 jurisdictions (the federal $2,050 / $1,650 where the deduction is the federal one; exemptions, credits and Hawaii's $7,000 in lieu elsewhere); disability routes apply in AR, DC, GA, HI, ID (civil-service deduction at 62, military pay at any age), IA, MD, MI, NJ, OR and WV. Arizona gets its $2,100 65+ exemption, the federal senior subtraction and a $24,150 head-of-household deduction; California its $153 personal, senior and blind credits (with the AGI phase-out) and head-of-household schedule; Hawaii its $1,144 exemptions and head-of-household schedule; Kansas, Oregon, Kentucky, Iowa and Arkansas their 65+ amounts and credits; Colorado, Iowa, Montana and North Dakota the federal 65+ amount and senior deduction when the engine rebuilds the base (the API); head-of-household deductions in CO, IA, KS, LA, OR, RI (and Kansas's extra $2,320 head-of-household exemption, Utah's $24,150 head-of-household credit base). Indiana's extra $500 age-65 exemption uses the $20,000 test for married filing separately. South Carolina rounds the deduction's reduction down to $10 and taxes married filing separately on its one schedule. |
| 2026-09-27 | DC, ID, NM, OK, SC | Engine 1.4.0: gaps left by the 1.3.0 check. DC, Idaho and New Mexico include the federal additional standard deduction at 65 ($2,050 unmarried / $1,650 married); New Mexico's exemption for filers 65 or older (up to $8,000 each, stepped down by income) and its low- and middle-income exemption (up to $2,500 per exemption, any age); Idaho allows the federal senior deduction ($6,000 per filer 65 or older, reduced 6% above $75,000 / $150,000 joint); Oklahoma heads of household use the joint rate schedule; South Carolina heads of household get their own $22,500 deduction, phased out from $60,000. With pensionPublicSsCovered: false, Oklahoma excludes a civil-service (CSRS) pension in full and Idaho applies its civil-service retirement deduction at 65. |
| 2026-09-27 | ME, MN, MO, OK, VT, WI | Engine 1.3.0: gaps found by the 1.2.0 source check. Vermont heads of household get their own deduction ($11,450, the latest published figure) and rate schedule; Maine, Missouri and Minnesota include the additional standard deduction at 65 ($2,050 / $1,650 in Maine and Missouri, $2,000 / $1,600 in Minnesota), and Maine's personal exemption phases out above $341,000 of income ($409,150 joint); Oklahoma's extra $1,000 exemption for filers 65 or older with federal AGI up to $15,000 ($25,000 joint); Wisconsin's married-filing-separately schedule ($10,080 / $34,630 / $221,820). New optional API input pensionPublicSsCovered: false applies Minnesota's public pension subtraction and Vermont's CSRS exclusion to a pension earned without Social Security coverage. |
| 2026-09-27 | AZ, CO, CT, DC, GA, ID, LA, MA, MD, ME, MN, MO, MS, MT, ND, NE, NJ, NM, NY, OH, OK, UT, VA, VT, WI, WV | Engine 1.2.0: 58 corrections found by checking every rule against its official source. 2026 standard deductions and thresholds (GA, ME, MD, ND, WI); head-of-household schedules and deductions where the state has its own (NY, NE, MT, NM, ID, MD, NJ, MO, DC, MA, MS, WI); personal exemptions (OK, VA, WI, NJ 65+, MD tiers, OH tiers); Maine's 2% surcharge and Vermont's 3% minimum tax; public pensions in AZ, LA, MA and WV; NJ's pension exclusion bands on the whole pension; Ohio's $332 base amount; CT's step-table exemption phase-out and conversion treatment; per-spouse caps in CO and a per-spouse 0% band in MS; West Virginia's senior modification net of Social Security. The API now refuses an unrecognised filingStatus with 400 instead of treating it as a joint return. |
| 2026-09-27 | DE | Engine 1.1.0 data correction: Delaware's extra $110 personal credit starts at age 60, not 65 (moves Delaware results for filers aged 60 to 64). |
| 2026-09-27 | all | Engine 1.1.0: each spouse's own age on joint returns (every age-conditioned rule evaluated per person where the state applies it per person), military retirement pay as its own income type with each state's rule, wages as an earned-income component (Georgia, Wisconsin, Ohio rules), and a per-person account of exclusions. Requests that use none of the new inputs return identical results. |
| 2026-09-27 | MO | Missouri: short-term capital gains are exempt as well as long-term gains (RSMo 143.121.3(14)(a) subtracts all capital gain reported federally). |
| 2026-08-13 | all | Per-spouse attribution: an inconsistent spouse split can no longer exclude more than the household's eligible dollars. |
| 2026-08-13 | AL, AR, DE, LA, OK, SC, MO | Per-spouse attribution on joint returns: where the retirement exclusion is per taxpayer, each spouse's own dollars draw only that spouse's cap when a split is supplied. Calls without a split are unchanged. |
| 2026-08-13 | MO | Missouri: public-pension dollars left taxable by the Social Security offset no longer draw the private-pension exemption. |
| 2026-08-13 | AL, AR, DE, LA, ME, MO, OK, SC, VA, CO | Roth conversions against retirement exclusions settled state by state (drawn in AL, DE, LA, OK, SC; not drawn in AR, ME, MO, CO); Virginia's age deduction applies against any income; Missouri's private-pension income reduction is subtractive and Missouri's public-pension exemption is reduced by taxable Social Security. |
| 2026-07-11 | MO, KS | Public pensions: Missouri exempts them up to the maximum Social Security benefit per taxpayer; Kansas exempts KPERS, federal civil service and military pensions in full. |
| 2026-07-11 | RI | Rhode Island: the pension modification applies to pension and annuity income only, not IRA distributions. |
| 2026-07-11 | MD | Maryland: the 65+ pension exclusion applies to employer-plan income only and is reduced by Social Security received. |
| 2026-07-11 | AL | Alabama: employer (defined-benefit) pensions fully exempt; IRA and 401(k) dollars keep the $6,000 65+ exclusion. |
| 2026-07-10 | MT | Montana: the state base starts from federal taxable income when the caller supplies it. |
| 2026-07-10 | CO, ND, IA | Colorado, North Dakota and Iowa: the state base starts from federal taxable income when the caller supplies it. |
| 2026-07-10 | NY, CT | New York tax-benefit recapture and Connecticut's 2% phase-out add-back and benefit recapture added. |
| 2026-07-10 | IN, MD | Indiana and Maryland county income taxes added, with a default average rate and a per-request override. |
| 2026-07-10 | AL, OR | Alabama and Oregon federal-income-tax deductions added (applied when the caller supplies federal tax). |
| 2026-07-10 | NY, HI | Public-pension input added: New York exempts New York and federal government pensions; Hawaii exempts employer-funded pensions. |
| 2026-07-10 | CT, ME | Gross Social Security accepted as an input: Connecticut's 25%-of-gross rule and Maine's pension offset compute exactly. |
| 2026-07-09 | MA, CA | Out-year scaling: the Massachusetts surtax threshold is indexed; California's is fixed. |
| 2026-07-09 | MT | Montana: long-term gains taxed on the 3.0%/4.1% capital-gains schedule instead of ordinary rates. |
| 2026-07-09 | AR, DE, VA, MS, MO | Married filing separately uses the single schedule unscaled in states with one schedule for every filing status. |
| 2026-07-09 | HI, ID, MA, MN, MS, NM, PA, RI, WI | 2026 corrections against state sources for Hawaii, Idaho, Massachusetts, Minnesota, Mississippi, New Mexico, Pennsylvania, Rhode Island and Wisconsin. |
| 2026-07-09 | CA, CO, LA, MO, NJ, NY, OH, OR, VT, WV | 2026 corrections against state sources for California, Colorado, Louisiana, Missouri, New Jersey, New York, Ohio, Oregon, Vermont and West Virginia. |
| 2026-07-09 | AR, AZ, CT, DE, KY, MD, MI, ND, NE, UT, WA | 2026 corrections against state sources for Arkansas, Arizona, Connecticut, Delaware, Kentucky, Maryland, Michigan, North Dakota, Nebraska, Utah and Washington. |
| 2026-07-09 | AL, DC, GA, IL, IN, KS, ME, MT, NC, SC, VA | 2026 corrections against state sources for Alabama, DC, Georgia, Illinois, Indiana, Kansas, Maine, Montana, North Carolina, South Carolina and Virginia. |
| 2026-07-09 | AZ | Arizona: standard deduction follows the 2026 federal amount. |
| 2026-07-06 | all | 2026 flat-state rates refreshed; California and DC standard deductions updated. |
| 2026-07-06 | all | Real 2026 bracket schedules for every progressive state (four regional batches, replacing a generic template). |
| 2026-07-06 | all | Retirement-income exclusions for all 51 jurisdictions, with age tiers and income limits. |
| 2026-07-05 | all | Per-state pension, IRA and Roth-conversion treatment added. |
| 2026-07-05 | CO, VT | Colorado Social Security follows the enacted HB24-1142 rule; Vermont uses the Act 71 thresholds. |
| 2026-07-05 | all | Per-state Social Security treatment for 2026 (nine statutory formulas). |