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  • Product: Planner CS

Planner CS Montana version 2025.1.1 release on 02/26/26

This user bulletin describes changes made to this release of Planner CS® Montana.

What's changed

Capital gain tax brackets
The capital gain tax brackets are updated for tax year 2027.
Age 65 and older subtraction
The Age 65 and older subtraction is increased to $5,660 ($11,320 MFJ) for tax year 2025.