Roth Recharacterizations Added to 5498 Report Columns - 5/9/02

Additional columns were added to the 5498 Report showing Recharacterizations separately as required by the IRS beginning with 2001 tax forms.

New Required Minimum Distribution Report - 6/7/02

The Attained Age and Required Minimum Distribution (RMD) changes mandated by EGTRRA are now available in the browser version of the software. An export file can be optionally requested for import to MS Word or Excel.