ShoeBox Taxes
Level 5

Complex Estate.

5 Heirs. 3 of them get $10k flat, and nothing else. The other 2 each get 50% of the remainder.

Is there an easy way to do this in the software?

I thought it would be just to put the $10k in the "Smart Allocation Worksheet" for the 3, and then 50% for the other 2, but it is not calculating correctly. Like, WAYYYYY wrong. So what am I doing wrong? Do I have to do it by hand?

0 Cheers