Click on a question to see the answer.
Question: How do I indicate that a real estate property (home, marital residence) will be sold?
Answer:
On the real estate property (Client Info > Assets & Debts > Real Estate), click "more info."
At the top of the screen, answer the question to indicate that the property will be sold.
Scroll down to the section on sale of the property, and enter the expected date of sale and other information.