Technical Support

||Technical Support

FAQs from common technical support issues.

13 06, 2022

Why is the AFR showing as 5%? – Pre 59 1/2 Distributions (SEPP Calculations)

By |2022-06-13T12:07:39-04:00June 13th, 2022|0 Comments

Why is the AFR Showing As 5%? - Pre 59 1/2 Distributions (SEPP Calculations) Impacts Products:  (ECPL) Estate & Charitable Planner LIVE (EPT) Estate Planning Tools (Desktop) (RDP) Retirement Distributions Planner (Desktop) (RPA) Retirement Plan Analyzer (Desktop) The IRS Released Notice 2022-6 on January 18, 2022, regarding SEPP calculations. You can find this Notice under the 'Help' menu on the main part of the program (the button on the Pre-59 screen may not direct you to that Notice).

20 01, 2021

Tip #104 – How do I manually update my AFR & §7520 Rate Table?

By |2021-02-09T13:48:56-05:00January 20th, 2021|Comments Off on Tip #104 – How do I manually update my AFR & §7520 Rate Table?

TIP #104 -  You can manually download the AFR Rate Table by following these quick steps: Select the "Edit" menu from inside the program. Select the "AFR Rates" menu item. Select "Download AFR Rate Data Package". Your Brentmark desktop application should now be updated with the new published AFR Rates.

19 01, 2021

Manually Updating Your AFR Rates

By |2021-01-20T12:53:37-05:00January 19th, 2021|Comments Off on Manually Updating Your AFR Rates

Can I update the AFR rates manually? Yes, you can manually update and download the AFR Rate Tables by doing the following: Select and open the “Edit” menu inside the program. Select the “AFR Rates” menu item. Select “Download AFR Data Package” from the available option.

19 01, 2021

AFR Rate Not Updating Automatically

By |2021-01-20T12:52:20-05:00January 19th, 2021|Comments Off on AFR Rate Not Updating Automatically

When I run the program, the AFR Rates are not automatically updating.  Can I update this manually? Yes, when this occurs you can manually update and download the AFR Rate Tables by doing the following: Select and open the "Edit" menu inside the program. Select the "AFR Rates" menu item.  Select "Download AFR Data Package" from the available option.