Tax Tools Version Information

Current Version Number Is

This file contains the version information for the all the tax tools. Since there is so much shared code between the tools, there is only one version number and one version log for all the tools.

The version number is a 3-part number. Only the first two parts are present in released versions of the tax tools. The first part is the tax year and the second is incremented each time a new version is released. The third part of the version number is only present in versions of the tax tools that have not been released. This part is incremented each time a change is made to the source code and an entry is made in the version log file.

If the version number has an at sign (@) appended to it, that version is under development; it is not ready to be used.

Version Log

Development Version 2025.13

6/05/2026 - 005 - More cleanup. Fix AMT and Small Business calculation.
6/01/2026 - 004 - Clean up whitespace. Fix today's date in California Estimated Tax Calculator.
6/01/2026 - 003 - Cosmetic changes. Change access to sales tax proxy.
6/01/2026 - 002 - Change appearance of Small Business Tax Calculator.
6/01/2026 - 001 - Fix senior deduction calculation with spouse's age when MFJ.
5/26/2026 - 000 - New development version: 2025.13.000

Version 2025.12, Released 5/26/2026

5/25/2026 - 002 - Use PHP to include common CSS and JavaScript files. Use a common function in HTML.js to show and hide elements.
5/22/2026 - 001 - Change == to ===, and reorganize Library directory.
5/21/2026 - 000 - New development version: 2025.11.000

Version 2025.10, Released 5/21/2026

5/21/2026 - 006 - Added new tool CASalesTaxDeduction. Added utility function to read CSS global variables.
5/19/2026 - 005 - Clean up tax tables. Make AMT calculator look like the others. Clean up age calculator.
5/17/2026 - 004 - Add placeholder values to input fields.
5/17/2026 - 003 - Set input/output field color in Age calculator.
5/16/2026 - 002 - Put a border around the tools. Convert spaces to tabs.
5/16/2026 - 001 - Added California Sales Tax Calculator.
5/02/2026 - 000 - New development version: 2025.09.000

Version 2025.08, Released 5/02/2026

5/02/2026 - 007 - Convert to Git
4/28/2026 - 006 - Make aliases for Math library functions.
4/21/2026 - 005 - Restructured script and link tags in HTML files for better formatting.
4/12/2026 - 004 - Change variable declarations from var to let and const in all JavaScript code.
3/31/2026 - 003 - Changed amount due to be negative and the refund to be positive in the federal and state estimated tax tools. Changed default font from Calibri to Helvetica so it will work with PDF files.
3/31/2026 - 002 - Changed the credits in the federal estimated tax calculator.
3/30/2026 - 001 - Improved limit checking for input values.
3/22/2026 - 000 - New version

Version 2025.07, Released 3/22/2026

3/22/2026 - 002 - Fixed problem with calculator where buttons were not working. This was caused by incorrect use of double quotes and a duplicate reference to the JavaScript code.
3/13/2026 - 001 - Changed to use tax year in version number
3/11/2026 - 000 - New version

Version 1.6, Released 3/11/2026

3/10/2026 Added function entry and exit tracing.
3/07/2026 Created the Enhanced Deduction for Seniors Calculator
3/07/2026 Finished the AMT calculator.
2/26/2026 Improved the input processing consistency for the math calculator and also enabled cut and paste.
2/26/2026 Improved the consistency in the way the tools are implemented.
2/26/2026 Allow debug keywords to be entered from any input field.
2/23/2026 Added entry for QCDs to federal estimated tax calculator.

Version 1.5.007, Released 2/22/2026

2/22/2026 Implemented new version of Tooltips.
2/22/2026 Removed all dependencies on PHP. Replaced PHP include capability with loadIncludefiles() JavaScript function.
2/17/2026 Enhancing the implementation of debugging code.
2/17/2026 Changed the Simple Math Calculator to allow decimal numbers less than one without a leading zero.
Added MFS support to Social Security - Taxable Benefits Calculator.
Added the evalExpression() library function, to evaluate a string that contains a simple mathematical expression. Created the Simple Math Calculator tool. Changed toInteger() to use evalExpression() so all numeric input now allows simple mathematical expressions.
Started coding the Alternative Minimum Tax (AMT) Calculator.
Created Library folder and moved files from CSS and Scripts to that folder. Created Version folder. Created Debug.js and Debug.css files.
Remove getDate() to avoid name conflict.
Added getDateObject(), isBefore(), and isValidDate() to util-Dates.js.
Added "get" prefix to ThisYear(), LastYear(), TaxYear(), and Today() to make them more unique.
Ignore spouse's age unless filing status is MFJ.
This is the first working version of the California Estimated Tax Calculator.

Version 1.5.006, Released 1/9/2026

Remove initial "0" from the input fields in all the tools. Made various updates to tooltips.
Still fixing some problems with the state tax refund calculator.
CSS cleanup in all the tools; introduced CSS variables for global color values.
Continued refinements to comments in code, tooltips, and help information.
You cannot click on a link in a tooltip so make them look like the surrounding text.
Improved the consistency of the look-and-feel of the tools.
Change the estimated payment calculation to include the estimated payments that were paid.

Version 1.5.005, Released 1/9/2026

Fixed font-size of version-number class.
Developed the State Tax Refund Calculator. This included several side-effects to the shared code and made a few changes to other tools that were discovered during the development (i.e., there were lots of changes).
Made changes to version.html. Moved "Issues" section to version.html.
Made changes to TaxTables.js to make sure tax year is a number, added isValidTaxYear(), added TT_StandardDeduction(), added support for blindness, and added a default value for the age parameter of TT_StdDeductionExtra().

Version 1.5.004, Released 1/3/2026

Create util-*.js files to replace TaxTools.js. Moved Version.* to Scripts folder. Edited the comments in the Small Business Tax Calculator.

Version 1.5.003, Released 12/31/2025

Reversed the parameters to InitializeTaxTables() and added default values for the parameters. Add comment to SaveRestore.js. Remove extra call to ChangeHandler() in SaveRestore.js.

Version 1.5.002, Released 12/30/2025

Removed the HTML form element from EstimatedTax.php. Added ThisYear(), LastYear(), and TaxYear() to TaxTools.js.

Version 1.5.001, Released 12/27/2025

Added a common version number and version log for all the tax tools. This is the start of recording changes that are made to the tax tools.

Version 1.5

This is the first version of the web based estimated tax calculator.

Version 1.4, 11/14/2025

The Excel version of the estimated tax calculator was developed first and was used as a prototype for the web based version. This is the version number of the Excel version that was used as the prototype.

Issues and Known Problems

California Sales Tax Calculator and California Sales Tax Deduction Calculator

These calculators can only calculate the sales tax for addresses in California.

Estimated Tax Calculator (Federal)

Does not support blind taxpayer or spouse.
Does not support small business (schedule C).
Does not support dependents.
Allows you to enter the amount of credits, but does not calculate CTC or EIC, or any other credit.

Small Business Tax Calculator

The QBI calculation does not agree with TaxSlayer???
Long Term Care insurance is not separated out from medical insurance. If medical insurance includes premiums for long term care insurance, the amount entered needs to be limited by age.
This tool does not handle church employees or farm income.
The calculation will not be correct if the amount of business income plus wages is greater than the maximum amount subject to Social Security taxes.
The QBI deduction phases out at $201,775, which is not accounted for in the tool.

Social Security - Taxable Benefits Calculator

See the description for the Adjustments field in the help file. There are a few adjustments that may not be handled correctly by this tool.
If you are a non-resident alien, do not use this calculator; the taxable percentage of your Social Security is 85%.

Social Security Lump Sum Calculator

See the description for the Adjustments field. There are several adjustments that may not be handled correctly by this tool.
If you are a non-resident alien, do not use this tool; the taxable percentage of your Social Security is 85%.
If you are filing Married Filing Separately and you lived with your spouse at anytime during the tax year, do not use this tool; the taxable percentage of your Social Security is 85%.

State Tax Refund Calculator

Does not take into account that MFS may be required to itemize deductions.
Non-resident aliens should not use this tool; the taxable percentage of Social Security for a non-resident alien is 85%.