The current release of VeriPlan provides recent state personal income tax rate tables for the fifty United States and the District of Columbia. So that VeriPlan will remain a useful personal financial decision support tool to you across the years, VeriPlan is designed to prevent obsolescence. If you wish, you can update the particular personal state income tax rates that you are using in VeriPlan to reflect more current state income tax rate information.

Instead of altering its original state income tax data directly, VeriPlan uses the same method that it provides for modifying and updating U.S. federal income tax rates. VeriPlan allows you to fill in an alternative personal state income tax rate data entry table. When you select your revised state income tax rate schedule, VeriPlan will develop projections automatically using the revised state income tax rate table that you have supplied. Using this method, we can ensure that the state personal income tax rate schedules supplied with VeriPlan will remain intact and will not be overwritten. This permits you later, for example, to select another state for your personal financial planning, if you are considering moving to that state soon.

From time to time, we update our collection of U.S. state income tax rates for our new releases. At that time, we also publish on The Skilled Investor website an Excel spreadsheet with the same state income tax rates that are supplied with the latest version of VeriPlan. Please click on this link to download VeriPlan's most recent state personal income tax rate file in Excel spreadsheet format:

Download VeriPlan's state personal income tax rate file

While we try to make a reasonable effort to ensure that we have the most current and accurate state income tax rate schedules, we do not guarantee that these tax rates are either up-to-date or accurate. If you find a problem with any of the state personal income tax rates published in this file, please alert us to the problem by using the comment mechanism provided below. If you have an on-line source that you want to refer us to, please supply it, as well. You need to register with The Skilled Investor website to make any comments about its published materials.