Suggestions

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Allocate Income to partner

Ability to indicate on any given income generating account that income is to be considered as part of spousal income for tax calculation purposes at a milestone event. For example, if an investment is still producing income after the death of one individual, then the income is taken into account for the spouse when calculating tax liabilities

2 votes

Tagged as Suggestion

Suggested 05 November 2022 by user ChrisPL

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  • 05 November 2022 ChrisPL suggested this task

  • 05 November 2022 Kyle Nolan approved this task

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    I’m not sure if this is still needed as I have found that I can achieve this by setting a specific tax event at the milestone to change the tax to joint

    18 November 2022