sunshine4
New Member

Donation Optimization? How do we make the optimizer work, or override, if there's a glitch?

both my spouse and I have donations.  for some reason, the system is putting all on the lower income spouse.  when we try the optimizer, it confirms that it should go to the higher income spouse.  we select optimizer.  but then it resets back to allocating the donations to the lower income spouse.  how do we get the optimizer to work properly, or over ride, if there is a glitch?