If you use the Allocation window to allocate amounts between a taxpayer, spouse, and/or states, or to list multiple items for a single field, you can perform the following steps to print a statement detailing the allocated information.
- Open the desired plan.
- Choose File > Print Reports.
- In the Print Reports dialog, click the Print Selection button.
- In the Print Selection dialog, mark the Allocations detail near the bottom of the dialog, and click OK.
- Click the Print button.
Note: To change the default behavior for printing allocations detail statements on a preparer-by-preparer basis, see Entering or modifying preparer information and preferences.
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