AJMorris
Level 2

Yep, done all that, it's really a question of ProSeries mechanics.  The surviving spouse had a 100% allocation last year, and still has 100% until date of death.  Then income is distributed to the beneficiaries.  I'm thinking I have to manually calculate everything and not use the k-1%s (which is the default), otherwise, it won't be correct.

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