sewcpa
Level 5

Let it populate the top part with the kid's name etc.

In 2nd part list the other folks as well as him to show who all is sharing the policy

in 3rd part enter as it shows

On our worksheet there are other sections not on the form. This is where you list the allocation % that family agreed on so that kid's part of the amounts are the only amounts flowing to 8962.

0 Cheers