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rluby3
Level 2
Activity Feed
  • Although I am not clear on why checking one precludes the other? If I uncheck the surviving spouse and check the QTIP election then page 2 of 706 in box 4 shows...
    rluby3
    1
    Nov 02, 2022
  • Yeah, I was just about to update and post that was the issue.
    rluby3
    Nov 02, 2022
  • I am trying to elect QTIP but the box on the Beneficiary Tab on Screen 2 is grayed out....why is that?
    rluby3
    4
    Nov 02, 2022
  • Would be nice to have the ability to color code the statuses.
    rluby3
    1
    Jun 08, 2022
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Member Since ‎03-05-2021
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