Thank you. Your recommendation has helped get me closer to what is required.

Though, I still am having problems with showing the amount of unused DSUE being transferred to the spouse. Is this shown as a negative amount in the input box for the amount transferred? Though, a negative number does not make sense . A positive number increases the amount available that can be transferred, which is incorrect.

This area of the 706 form needs better support/instructions from Lacerte.

Thanks,

David