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How do I enter IRA and 401(k) contributions?

Enter IRA and 401(k) contributions on the more info screen for the IRA/401k asset. 1. Go to the Client Info > Assets & Debts screen. 2. Click the button to create an IRA/401k asset. 3. In some states, you will be able to enter the associated contribution right there, in the column labeled “Contrib to.” […]

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

Question: What do you think about the prohibition against “double dipping?” Answer: "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 […]

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. It is actually quite easy to do this.To use the software for planning outside of the divorce context, do the following:– Where you enter the parties’ names, set the first party’s first name […]

Why do you not have pennies or cents in the calculations?

Question: Why do you not have pennies or cents in the calculations? Answer: Our view is that in general, pennies or cents are not meaningful. We are taking our lead, in this case, from the IRS, which requires all entries on tax return forms to be whole dollar amounts. In addition, we are frequently dealing […]

What if my client’s gender is neither male nor female?

Here is the reason we ask for the parties’ gender: 1. A few states still have headings on their child support guidelines of "mother" and "father." 2. The pension mortality tables are male and female. If there is a defined benefit pension, you should pick whichever gender you think will more closely match the mortality […]

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 […]

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