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Business & farm
On the Beneficiary's Allocation Smart Worksheet, Line A1 is populated because I entered the distributions in Step-by-Step Mode and Line B1 is populated per your instructions.
However, it says "A Enter this beneficiary's dollar amount of: B Or, enter this beneficiary's percentage of:"
Even though the Beneficiary's Allocation Smart Worksheet instructions say "Or," am I still supposed to have amounts on both Lines A1 and B1?
March 15, 2021
1:47 AM