2016 and Later Software Versions
2016 and later software versions use a state death tax data file named statedeathtax.XML which is only useable for 2016 and later versions. Also, in mid-2016 we started placing the state death tax data file in a different location online. All 2017 versions retrieve the data file from that location.
State Death Tax Manager users with 2016 and later software
If your State Death Tax Manager cannot access data files on the internet because your firewall prevents it, you can download the latest data file here.
To download, you should right-click on the following link and select Save link as... and then select Save. Be sure to note where the downloaded file is being saved. After downloading the file to your computer, you should select Import Latest Data from the File menu of the State Death Tax Manager to open the file named statedeathtax.XML which will be on your computer where you placed it.
Click here to download the 7/21/17 State Death Tax Manager xml data file
State Death Tax Manager XML data file changes:
7/21/17: MN has new exclusions and rates starting in 2017, DE no longer decoupled as of 2018, MA QTIP election set to Yes, NJ Circular calc with state death tax a deduction
3/14/17: MD fixed an issue that impacted calculations prior to 2015
2/23/17: DC 2016 Exclusion was changed to reflect $1,000,000
1/24/17: DC 2017 Exclusion entered, WA 2017 Exclusion entered, RI 2017 Credit entered
10/24/16: NY Changed entry for effective date 4/1/2019 to 1/1/2019, DC Rate table modified for 2016, NJ 017 exclusion updated: 1/1/2018 no longer decoupled
3/24/16: WA 2016 Exclusion entered
2015 and Earlier Software Versions
2015 and earlier software versions used a state death tax data file named statedeathtax.sdx which is only useable for 2015 and earlier versions. The last sdx file was released in 2015.
State Death Tax Manager users with 2015 and earlier software
If your State Death Tax Manager cannot access data files on the internet because your firewall prevents it, you can download the latest data file here. After downloading the file to your computer, you should select Import Latest Data from the File menu of the State Death Tax Manager to open the file named statedeathtax.sdx which will be on your computer where you placed it.
Note: To download, you should click on the following link. Be sure to note where the downloaded file is being saved.
Click here to download the 2/19/15 State Death Tax Manager sdx data file
State Death Tax Manager SDX data file changes:
2/19/15: Indiana inheritance tax removed for 2013 and later.
1/28/15: Delaware, Hawaii, and Washington changes made.
8/28/14: Rhode Island 2015 changes made.
7/23/14: Rhode Island 2015 exclusion changed to $1.5 million.
5/9/14: Adjustments made to Hawaii and Maryland for 2014.
5/6/14: Adjustments made to New York estate tax.4/22/14: New York, Maryland, and Minnesota updated.
2/19/14: Rhode Island: removed unneeded RI2 state file.
2/11/14: Rhode Island and Washington updated for 2014.
10/21/13: Delaware updated for 2014, North Carolina for 2013, and Hawaii for 2012 and 2013.
1/25/13: Delaware updated for 2013.
1/11/13: District of Columbia and Rhode Island updated for 2013.
8/8/12: Tennessee was updated for 2012 to 2016.
7/26/12: Indiana was updated for 2012 to 2022 and Delaware was updated for 2011 and 2012.
1/11/12: District of Columbia, Hawaii, Illinois and Rhode Island updated for 2012 changes.
11/3/11: Oregon updated for 2012 changes and North Carolina 2010 calcs changed to not decoupled.
7/6/11: New Maine rates effective 1/1/2013 and Ohio estate tax repeal effective 1/1/2013.
6/22/11: Connecticut updated for new legislation effective 1/1/2011 and to reflect that the Marital QTIP is handled differently than the Federal.
2/10/11: Illinois and Rhode Island updated.
11/1/10: Connecticut was updated to change the highest bracket from 16% to 12% starting in 2010.
9/13/10: Oklahoma was changed so that there are no inheritance taxes for any recipient classes as of 1/1/2010.
4/20/10: The Oklahoma exemptions were updated as follows:
Beginning January 1, 2007, the total inheritance tax exemption is $1,000,000 for both lineal (class 1) and collateral (class 2) heirs.
Beginning January 1, 2008, and before January 1 2009, the exemption is $2,000,000 for both lineal and collateral heirs.
Beginning January 1, 2010, the exemption is $3,000,000 for both lineal and collateral heirs.
11/6/09: Rhode Island increased its exemption to $850,000 effective 1/1/2010. Delaware imposed a decoupled estate tax effective 7/1/2009.
6/22/09: Vermont was changed so that the Federal exemption used for state purposes properly mirrors the Federal exemption for calculations prior to 1/1/09.
6/19/09: Vermont changed to add new maximum exemption of $2 million effective 1/1/09.
10/24/08: Iowa changed to handle circular tax calc. Iowa calc requires new State Death Tax Manager v. 1.90 from an installed program such as Estate Planning QuickView v. 2009.00 or program released after 11/18/08.
5/21/08: Massachusetts marital QTIP changed to reflect that the state handles it differently than the Federal. Minnesota marital QTIP changed to match the federal rule. Added ability to handle Rhode Islandís rule that the Taxable Gifts arenít included in the Federal Estate Tax Limitation (with future program updates also required to handle the RI change).
12/18/07: The Connecticut highest bracket was changed from $10,000,000 to $10,100,000.
9/17/07: The Oregon death tax updated to reflect the override of the federal exemption.
8/22/07: State Death Tax Manager support added to Estate Planning Tools and NumberCruncher. LA repealed inheritance tax effective 1/1/08. Removed credit for OH, already handled within brackets.
7/19/07: State Death Tax Manager support added to Steve Leimberg's Retirement Plan Analyzer.
7/18/07: DC maximum exemption changed to $1,000,000. State Death Tax Manager support added to Brentmark's Retirement Plan Analyzer.
6/18/07: Pennsylvania corrections made for spousal interest in nonmarital trust exemption, retirement benefits exclusion.
6/15/07: Nebraska inheritance tax rate changes made effective 1/1/2008, North Carolina corrections made for how the Federal Exemption is handled.
5/23/07: Nebraska 1/1/2007 estate tax repeal added.
4/14/07: Original State Death Tax Manager file made available.
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