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K
Kill The Moguls
Level 2
April 12, 2025
Question

How to allocate a policy to more than one other tax family. There is only one listed at the bottom of 1099-A?

  • April 12, 2025
  • 2 replies
  • 5 views
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2 replies

T
TaxGuyBill
Level 15
April 12, 2025

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.

K
Kill The MogulsAuthor
Level 2
April 12, 2025

Thanks

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