Level 2

Yeah, I read those instructions in Proseries.  However, I couldn't confirm that in the IRS instructions.  Unfortunately, the CPA firm doing the father's return won't consider making any changes because they think they are right.  So I'm stuck with making the best of it.  I tried my best to present the idea of allocating more to the daughter but they wouldn't budge.  Unfortunately, the father and his new wife think they have the best tax experts and don't believe me.  So this is a picture of the father's form 8962.  If I use 0, 0, 25% on the daughter's, then the refund is $11,255.  If I use 25, 25, 25, then the refund is 714.  I'm not sure which I should do.

Capture Form 8962.JPG

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