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Print this pageForward this document  Sharing of schedule B credits

How should I proceed to share the schedule B credits with my spouse?

The following credits may be shared by using the keyword Optimize:
  • Person living alone / age / retirement income
  • Real estate tax credit
In the keyword Control.op, select the option Share with spouse - claim amount (self) and enter the amount you wish to claim on your own schedule B. DT Max will automatically transfer the balance to your spouse.

May 10, 2006