You may also submit a CCH Customer Support Form . Also you can check the Wall Street Journal which prints this information daily. This will print out all data that you have entered into vista. At the new case menu, choose Detailed Data Entry. The balance sheet is only showing Assets and Liabilities.
Insurance is shown in the flowcharts at the death of each spouse.
You must enter this number on the right hand side under Assets. This allows you to round off or use more conservative numbers. Moving the date of death out one year will fix this. I have entered gifts under the New Gift data section and they don't show in the flowcharts. You need to use the gift icon in each of the Scenarios.