Below is a list and description of all the zCalc Functions contained in the zCalc Function Library broken down by category. There are over 100 zCalc Functions in all.
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Estate and Gift Tax Functions [top]
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| zAPPCREDIT - Returns the "applicable credit amount" for both estate and gift tax purposes for any given year. |
| zAPPEXCLUSION - Returns the "applicable exclusion amount" for both estate and gift tax purposes for any given year. |
| zESTDISTRIB - Returns the proper amount of a marital or charitable distribution from an estate involving interrelated computations. |
| zET - Returns the entire estate tax including the federal and state "pick-up" portions. |
| zETMIN - Returns the taxable estate that produces the minimum or target estate tax, including federal and state "pick-up" portions. |
| zFET - Returns the federal portion of the estate tax. |
| zFETMAXRATE - Returns the maximum marginal tax rate for federal estate tax purposes for any given year. |
| zFETMIN - Returns the amount of taxable estate that produces the minimum (or targeted) amount of federal estate tax. |
| zFGT - Returns the federal gift tax. |
| zFGTBASIS - Returns the basis of property acquired by a transfer in which federal gift tax was paid. |
| zFGTET - Returns the Section 2001(b)(2) gift tax amount for an applicable GiftYear. |
| zFGTMIN - Returns the taxable gift that produces the minimum or target federal gift tax. |
| zGIFTX - Returns the total federal gift tax annual exclusion amount indexed for inflation. |
| zGSTEXEMPT - Returns the remaining federal generation-skipping transfer exemption amount indexed for inflation. |
| zGSTIR - Returns the inclusion ratio for a transfer of property subject to the federal generation-skipping transfer tax. |
| zGSTTAX - Returns the federal generation-skipping transfer tax. |
| zINHERITEDGAINS - Returns the amount of gains associated with property acquired from a decedent dying after December 31,2009, that would be subject to tax upon a sale by the recipient. |
| zIRDDED - Returns the value of the Code Section 691(c) deduction for income tax purposes. |
| zNETGIFT - Returns the value of the net gift and gift tax associated with the net gift. |
| zSDT - Returns the federal state death tax credit. |
| zSEC2013 - Returns the amount of the Code Section 2013 Credit against estate tax (see also zSEC2013LIM1 and zSEC2013LIM2. |
| zSEC2013LIM1 - Returns the first limitation of the Code Section 2013 estate tax credit for tax on prior transfers. This first limitation is associated with the average tax on previously transferred property in transferor's estate. |
| zSEC2013LIM2 - Returns the second limitation of the Code Section 2013 estate tax credit for tax on prior transfers. This second limitation is associated with the marginal tax on previously transferred property in transferee's estate. |
| zSEC6166 - Returns the amount of federal estate tax that can be deferred under Code Section 6166 and the related two-percent portion. |
| zSTEPUP - Returns the amount of the aggregate basis increase for property acquired from a decedent dying after December 31, 2009. |
| zTTAX - Returns the federal tentative tax. |
| zUC - Returns the remaining federal "unified" credit (i.e., applicable credit amount) for federal gift tax purposes. |
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Income Tax Functions [top]
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| z2PCTLIM - Returns the amount of miscellaneous itemized deductions after applying the "2-percent floor" limitation as provided in Code section 67. |
| z3PCTLIM - Returns the amount of overall itemized deductions after applying the "3-percent" limitation as provided in Code section 68. |
| z5YRAVG - Returns the tax on a lump-sum distribution from a qualified plan that qualifies for five-year averaging. |
| zAMT - Returns the alternative minimum tax for individuals. |
| zAMTCORP - Returns the alternative minimum tax for corporations. |
| zAMTEXEMPT - Returns the alternative minimum taxable income exemption amount. |
| zAMTI - Returns the alternative minimum taxable income for individuals. |
| zAMTISO - Returns the maximum positive alternative minimum taxable income adjustment attributable to the exercise of incentive stock options that does not trigger the federal alternative minimum tax. |
| zCHARITYLIM - Returns the amount of charitable deduction after applying the limitations as provided in Code section 170. |
| zEXEMPT - Returns the personal exemption amount. |
| zFICA - Returns the amount an employer is required to withhold from wages under the Federal Insurance Contributions Act. |
| zFIT - Returns the federal income tax for individuals. |
| zFITBRACKET - Returns the bracket rate and bracket amount for each federal income tax bracket indexed for inflation. |
| zFITCORP - Returns the federal income tax for corporations. |
| zFITDETAILS - Returns a breakdown of the calculation for federal income tax for individuals or zFIT. |
| zFITET - Returns the federal income tax for estates and trusts. |
| zMEDLIM - Returns the amount of medical/dental deduction after applying the 7.5% AGI limitation as provided in Code section 213. |
| zSETAX – Returns the amount of self-employment tax. |
| zSOCSEC - Returns the taxable portion of social security benefits. |
| zSTDDED - Returns the standard deduction for individuals. |
| zTI - Returns the taxable income for individuals. |
| zWITHHOLD - Returns the amount of income tax withholding.
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Term and Life Functions [top]
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| zANNADJ - Returns the annuity adjustment factors for an annuity paid more frequently than annually. |
| zANNBEN - Returns the benefit or the remaining principal in an annuity trust at the end of any given period. |
| zANNLIFE - Returns the present value of an annuity interest involving one to five lives. |
| zANNTERM - Return the present value of an annuity interest involving a term certain. |
| zANNTERMLIFE - Returns the present value of an annuity interest involving a term certain and one to five lives. |
| zANNRATEMAX - Returns maximum annuity payment rate for any type of annuity trust without falling into the special revaluation rules under Rev. Rul. 77-454 or Code Regulations Section 25.7520-3(b)(2)(i). |
| zANNRATETARGET - Returns the annuity payment rate that produces a targeted remainder interest in any type of annuity trust. |
| zLIFE - Returns the annuity, income, and remainder factors involving one to five lives. |
| zLIFE5X5 - Returns the value of a lifetime five and five power. |
| zTERM - Returns the annuity, income, and remainder factors involving a term certain. |
| zTERMLIFE - Returns the annuity, income, remainder, and reversion factors involving a term and one to five lives.
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Unitrust Functions [top]
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| zADJPAY - Returns the unitrust payout adjustment factors. |
| zUNIBEN - Returns the benefit or the remaining principal in a unitrust at the end of any given period. |
| zUNILIFE - Returns the income (lead) and remainder factors of a unitrust involving one to five lives. |
| zUNIPAYOUTTARGET - Returns the unitrust payout rate that produces a targeted remainder interest in any type of unitrust. |
| zUNITERM - Returns the income (lead) and remainder factors of a unitrust involving a term certain. |
| zUNITERMLIFE - Returns the income (lead), remainder, and reversion factors of a unitrust involving a term and one to five lives.
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GRAT and QPRT Functions [top]
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| zGRATAF - Returns the GRAT annuity factor. |
| zGRATBEN - Returns the GRAT "benefit" or value of the GRAT balance at the end of the GRAT term. |
| zGRATGIFT - Returns the GRAT "gift" or value of the unretained interest. |
| zGRATZO - Returns the annuity payment of an economically "zeroed out" GRAT. |
| zQPRTGIFT - Returns the QPRT "gift" or value of the unretained interest. |
| zQPRTREV - Returns the value of the QPRT reversion.
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Charitable Trust Functions [top]
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| zCLATGST - Returns the federal generation-skipping transfer tax applicable to a taxable distribution or taxable termination associated with a charitable lead annuity trust (CLAT). |
| zCLUTGST - Returns the federal generation-skipping transfer tax applicable to a taxable distribution or taxable termination associated with a charitable lead unitrust (CLUT). |
| zCRATEX - Returns the probability of exhaustion of a CRAT. |
| zCRATMAX - Returns the maximum annuity payment rate that passes the 10% Remainder Test and the Probability of Exhaustion Test applicable to charitable remainder annuity trusts. |
| zCRUTMAX - Returns the maximum unitrust payout rate that passes the 10% Remainder Test applicable to charitable remainder unitrusts or CRUTs. |
| zGIFTANN - Returns the ordinary income, capital gain, and tax free portions of a charitable gift annuity for any given period. |
| zPIF - Returns the value of the charitable deduction or remainder interest in a pooled income fund involving one to five lives. |
| zRESGIFT - Returns the value of the remainder interest or charitable deduction with respect to a charitable gift of a personal residence or farm. |
| See Unitrust Functions above. |
| See also Term and Life Functions above. |
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Retirement Planning Functions [top]
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| zERM - Returns the "expected return multiples" or life expectancies used in calculating the minimum distributions of a qualified retirement plan. |
| zLIM401K - Returns the amount of the annual contribution limitation for a Section 401(k) plan. |
| zLIM415 - Returns the amount of the annual contribution limitation for a defined contribution plan. |
| zLIMCOMP - Returns the amount of the annual compensation limitation for qualified retirement plans. |
| zLIMIRA - Returns the amount of the annual contribution limitation for an individual retirement account (IRA), before considering reductions associated with adjusted gross income and qualified plan participation. |
| zLIMSIMPLE - Returns the amount of the annual contribution limitation for a SIMPLE retirement accounts. |
| zMINDIS - Returns the minimum distribution factors for qualified retirement plan distributions for any given recalculation or minimum distribution method. |
| zSEC72TAMORT - Returns the substantially equal periodic payment under Code Section 72(t): Amortization Method. |
| zSEC72TANN - Returns the substantially equal periodic payment under Code Section 72(t): Annuitization Method. |
| zSEC72TMINDIS - Returns the substantially equal periodic payment under Code Section 72(t): Minimum Distribution Method.
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Insurance Functions [top]
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| zGROUPTERM - Returns the Code Section79 imputed income amount applicable to group term life insurance protection. |
| zPS58 - Returns the one-year term premium for $1,000 of life insurance protection that is taxable to the employee under qualified pension and profit sharing plans, split-dollar plans and tax-sheltered annuities. |
| zSEC79 - Returns the Code Section79 imputed income factor for $1,000 of group term life insurance protection taken from Prop. Reg. Section 1.79-3(d)(2). |
| zSPLITDOLLAR - Returns the imputed income amount applicable to a split-dollar life insurance arrangement. |
| zTABLE2001 - Returns the one-year term premium for $1,000 of life insurance protection that is taxable to the employee under qualified pension and profit sharing plans, split-dollar plans and tax-sheltered annuities.
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Miscellaneous Functions [top]
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| zBONDDUR - Returns the average time it takes a bondholder to collect a bond's interest and principal repayment. |
| zBONDPRICE - Returns the current value of a bond, based on the present value of interest and principal payments. |
| zBONDYTC - Returns the internal rate of return for cash flows associated with a bond from the time it is acquired until the time it is called and retired by the issuer. |
| zBONDYTM - Returns the internal rate of return for cash flows associated with a bond held until maturity. |
| zBSCALL - Returns the value of a call option based on the Black-Scholes model. |
| zBSPUT - Returns the value of a put option based on the Black-Scholes model. |
| zEXANN - Returns the value of the retained interest in certain "exhausting" annuities that are subject to special revaluation under Code Regulations Section 25.7520-3(b)(2). |
| zINSTALL - Returns the total payment as well as the ordinary income, capital gain, and tax free portions of an installment sale for any given period. |
| zIRSAGE - Returns the nearest age of an individual on a given transfer date. |
| zLE - Returns the life expectancies of one to five lives. |
| zLX - Returns the number of a group of persons still living at a given age. |
| zNPX - Returns the probability of a person living n more years. |
| zPRIVANN - Returns the entire annuity payment as well as the ordinary income, capital gain, and tax free portions of a private annuity for any given period. |
| zPVFUTUREPMT - Returns the present value of a payment to be received nYrs in the future provided that the life or lives are still living. |
| zRANDLOGNORMAL - Returns a randomly generated value derived from a Log Normal distribution. |
| zRANDNORMAL - Returns a randomly generated value derived from a Normal distribution. |
| zRANDUNIFORMINT - Returns a randomly generated value derived from a Uniform Integer distribution. |
| zRANDUNIFORMREAL - Returns a randomly generated value derived from a Uniform Real distribution. |
| zSCIN - Returns the principal and interest rate risk premiums associated with a self-canceling installment note or SCIN. |
| SSNRA - Returns the Social Security normal retirement age or the age at which an individual may begin receiving unreduced social security benefits. |
| YEARFRAC - Returns the fraction of the year represented by the number of whole days between two dates. |
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