@TeresaM im a little confused where you said make sure it does not come to be more than 100% ? What would be the best share allocation so it’s no rejected on turbo tax? They could do 50/50 shared allocation or would it be better if my mom took 100% share allocation with no income and my dad takes 0% since he had Medicare. Or have my dad take 100% shared allocation with only social security income and my mom 0%.
