How to allocate assets to beneficiaries on Schedule F assets? I don't see drop down menu to choose beneficiaries.
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#1 -Screen 34 - Set up Beneficiary percentages. see image
This shows the wife gets 50% with Ratio #1 (the other 50% goes to Daughter); 33% with Ratio #2 (the other goes .33 to Daughter and .34 goes to Trust for Decedent). There are Ratio amounts set up here for every benficary
#2 - select which beneficiary or percent you want in any Schedule, for any item. e.g. either Beneficary #1,2 or 3 from my image or Ratio #1 or 2 from my image. The ratio is tied to the beneficiaries per input in screen 34.
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