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- How to allocate a policy to more than one other tax family. There is only one listed at the bottom of 1099-A?
How to allocate a policy to more than one other tax family. There is only one listed at the bottom of 1099-A?
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Kill The Moguls
Level 1
04-12-2025
11:00 AM
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2 Comments 2
TaxGuyBill
Level 15
04-12-2025
11:45 AM
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You only need to enter one. Pick one.
As a side note, is the family not agreeable to allocating 100% to one person? In most cases, that has the best overall result.
Kill The Moguls
Level 1
04-12-2025
12:28 PM
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Thanks
