Parenting plan section

Financial Provisions in a Parenting Plan

Child support gets most of the attention, but it's actually one piece of a longer financial picture. Uncovered medical expenses, extracurricular costs, school fees, summer-camp costs, and tax dependency all come up regularly, and the parenting plan is where the rules for splitting them get written down.

What is financial provisions?

Most states calculate basic child support using a statutory formula based on parental income and overnights — that worksheet is usually filed separately from the parenting plan but referenced in it. The plan itself covers the things the formula doesn't: uncovered medical (co-pays, deductibles, orthodontics), extracurricular costs (sports leagues, music lessons, summer camp), school fees, and tax dependency (which parent claims the kids).

How it works in practice

Most plans split uncovered medical and extracurricular costs either 50/50 or pro-rata to income. Pro-rata is more equitable when incomes differ significantly — if Parent A earns 70% of combined parental income, they cover 70% of the uncovered cost. Tax dependency is usually alternated annually for one child or split if there are multiple (Parent A claims even years for the older child, Parent B claims even years for the younger child, etc.). College expenses are addressed in some plans (especially for older kids) but more often left to a separate agreement.

What to include in your parenting plan

When you draft this section of your parenting plan, make sure it covers each of these points. Skipping any of them is the most common reason this clause becomes a source of conflict later.

  • Basic child support — reference the calculated amount and the worksheet
  • Uncovered medical expenses — split formula (50/50 or pro-rata)
  • Notification rule — when does Parent A bill Parent B for their share, and how
  • Extracurricular costs — agreement requirement and split formula
  • School fees and supplies — who pays, or split how
  • Summer camp / specialty programs — shared decision and split
  • Tax dependency — which parent claims, alternation pattern
  • Childcare costs — formula (often pro-rata to income)
  • College expenses — sometimes addressed, sometimes deferred

Building your full parenting plan?

Start with the custody schedule — the foundation every other section builds on. Kidtime’s free wizard covers it in minutes.

Frequently asked questions

How does child support work alongside a parenting plan?

Child support is usually calculated by a state-mandated formula based on each parent's income and the number of overnights with each parent. The formula produces a monthly support amount — that's typically filed as a separate worksheet and referenced in the parenting plan rather than re-derived in it. The parenting plan covers everything child support doesn't: uncovered medical, extracurriculars, school fees, etc.

Should we split costs 50/50 or by income?

When incomes are similar, 50/50 is simpler and works fine. When incomes differ significantly, pro-rata to income (each parent covers their share of combined parental income) is more equitable and is the formula most states use for the basic child-support calculation. Plans often use 50/50 for small day-to-day costs and pro-rata for larger ones (medical, camp, lessons).

Who claims the kids on taxes?

The IRS default is the parent with whom the child lived for the majority of the year, but parents can agree otherwise via Form 8332 (Release of Claim to Exemption). Most parenting plans alternate the claim annually for one child, or split among multiple kids (Parent A claims the older, Parent B claims the younger, switch annually). The plan should specify the rule and reference Form 8332 — without it, the IRS sometimes flags returns from both parents claiming the same dependent.

What counts as an uncovered medical expense?

Anything the insurance doesn't cover: co-pays, deductibles, orthodontics, prescription costs, specialists not in network, mental-health care that exceeds annual limits, emergency-room visits where the deductible kicks in. The plan should define a notification process — Parent A sends the bill to Parent B within X days of incurring it; Parent B pays their share within Y days of receipt. Without that process, uncovered-medical expenses become a bookkeeping fight.

More in the parenting plan template

Build a parenting plan that actually holds up

Kidtime's free schedule wizard covers the most-negotiated section of any plan.