How is joint data treated when it is imported from UltraTax/1040 to Planner CS?

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Any item coded as Joint in UltraTax/1040 will be allocated to the taxpayer once it is imported into Planner CS. If items should not be solely allocated to the taxpayer, use the Allocation window to designate the item correctly among the taxpayer and spouse.

For more information on allocating amounts, see Entering plan data.

For more information on importing data, see Importing data from UltraTax/1040.

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