2022 Key Tax Inputs Update for Bundle



This product is an update to the tax module of the Personal Finance Bundle.


This is an update for those that have previously purchased the Personal Finance Bundle version 2 or 3 (in 2020-2021). Instructions are included for how to update the tax module as well as other portions of the workbook so it can be used on an annual basis. The updates include:

  • Key Tax Inputs
  • RMD schedule updates effective 1/1/2022
  • Federal Tax Withholding
  • EFC Calculations
  • Social Security bend points and index factors


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