• CCH ProSystem fx Planning
• 2023.02000

Click the attached PDF to view the complete CCH ProSystem fx Planning v2023.02000 Release Notes.

New in this Release

• Additional nonelective contributions to SIMPLE plans after 2023
• Elimination of retirement contributions credit after 2025
• IRA catch up contribution indexed for inflation after 2023
• Retirement plans catch up contributions increased for individuals aged 60, 61, 62, and 63 after 2024

• Federal 100% charitable contributions carryover converts to 60% charitable contributions carryover
• Federal 100% charitable contribution option available

• Federal standard mileage rates

• Iowa 2023 tax rate schedule
• Massachusetts 2023 tax surcharge
• Minnesota 2023 tax rate schedule
• Missouri 2023 tax rate schedule
• Montana 2023 tax rate schedule
• Nebraska 2023 tax rate schedule
• Oregon 2023 tax rate schedule
• Rhode Island 2023 tax rate schedule
• Vermont 2023 tax rate schedule
• Wisconsin 2023 tax rate schedule

• District of Columbia 2023 standard deduction
• Illinois 2023 exemption amount
• Iowa 2023 standard deduction eliminated
• Minnesota 2023 dependent exemption
• Minnesota 2023 standard deduction
• Montana 2023 exemption
• Montana 2023 standard deduction
• Nebraska 2023 exemption
• Nebraska 2023 standard deduction
• Oregon 2023 exemption
• Oregon 2023 standard deduction
• Rhode Island 2023 exemption
• Rhode Island 2023 standard deduction
• Wisconsin 2023 standard deduction

• Minnesota 2023 itemized deduction phase-out threshold

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