MaryMatt
Level 3

I have a similar issue.  No solutions, just more questions.  How do you change depreciable assets?  My survivor is the spouse who was also a partner.  Looks like all assets will have to be "sold" as of date of death, and re entered as 2 halves, one old basis and one step up basis.  (Client resided in non community property state).  Not sure how I will override gains or recapture if entered that way.

0 Cheers