Allocate deductions to beneficiaries
- Select theSchedulefolder, then select theA-Ltab.
- Select a ratio in theBene / Ratiocolumn in the statement dialogs for the Expenses and Debts and Losses sections to allocate deductions to beneficiaries.
- You can only print 1 item per line. If an item has more than 1 value, the application combines the values.Example: Item 1 on Schedule A has 2 parts. The 1st part is the value of the rental property; the 2nd part is the rent receivable at death. These amounts will be combined on Schedule M.