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How can I open a file in a different state?

Here are the steps to work on a file in a different state. You may be in New York and have a situation where the action is occurring in Connecticut, for example. Here are the steps to switch the state of action (which is used for the child support calculation) to Connecticut. 1. Open a […]

How do I enter payroll deductions that are not explicitly listed?

One approach is to enter them all under Dental Insurance, with a footnote explaining that the number includes the other payroll deductions. Another approach is to enter them as write-in items where you enter living expenses. When you do, you can specify the tax category as either “FSA, Flex, Caf, etc.” or “Payroll Dedn – […]

What is a property settlement, and how do I enter it?

A property settlement is an arrangement under which one spouse will pay another a fixed amount in the years immediately after the divorce. This is typically done because there are not enough liquid assets to equalize the property division in the year of the divorce. Property settlements do NOT appear on the state’s financial form. […]

How do I enter separate property?

On the “more info” screen for the asset, you will see a section for entering separate property. You will be able to specify that the asset is entirely separate property of one party or the other, or partially separate, as shown below.

What do you think about the prohibition against “double dipping?”

“Double dipping” is the notion that one should not use the same asset both for property division and for child and spousal support. Most typically this concept arises in situations where one party wants to use the income from the same asset for both property division and alimony/support. This usually comes up in the context […]

How can I use the software as a general financial planning tool?

Many people have told us that the software is so good that they would like to use it for general financial planning. With some minor juggling, it is possible to do this. To use the software for planning outside of the divorce context, do the following: That’s it! The software’s reports will now reflect the […]

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