Added 417(e) table for lump sum calculations, and IRS 430(h)(3) static mortality tables for 2023 per IRS Notice 2022-22:
Added new sheet for "Lifetime income illustration".
Added new function TRate30IRS that returns the "IRS 30-yr TSR" which may be different from the Federal Reserve 30-year rate that is returned by the TRate30 function.
Added audit for PVSLPPA function.
Made a minor correction in the PVJL function, when using calculation method 1 or 2, and when using generational mortality improvement ("/gen" option), with a fractional age that, if rounded, would round to the next larger whole integer. Note that this does not affect calculation method 0, 8, or 9, or any other mortality table. If you find that this raises an issue for your calculations, please contact technical support.
- LS2023
- IRS2023-ANN-F
- IRS2023-ANN-M
- IRS2023-APP
- IRS2023-COM-F
- IRS2023-COM-M
- IRS2023-NON-F
- IRS2023-NON-M
- IRS2023-F
- IRS2023-M
- Added new tables 2012 Pri-2012 special base tables:
-- IRS2012BASE-ANN-M
-- IRS2012BASE-ANN-F
-- IRS2012BASE-NON-M
-- IRS2012BASE-NON-F
Added new sheet for "Lifetime income illustration".
Added new function TRate30IRS that returns the "IRS 30-yr TSR" which may be different from the Federal Reserve 30-year rate that is returned by the TRate30 function.
Added audit for PVSLPPA function.
Made a minor correction in the PVJL function, when using calculation method 1 or 2, and when using generational mortality improvement ("/gen" option), with a fractional age that, if rounded, would round to the next larger whole integer. Note that this does not affect calculation method 0, 8, or 9, or any other mortality table. If you find that this raises an issue for your calculations, please contact technical support.
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