It would be nice if the 1040 program could export the client data to the 706 returns automatically. If we put in a date of death in the 1040 input, generate a check box to create a 706 and bring the data over. Also have a box on the 1040 input joint return that the spouse info will transfer over to 706 automatically as the executor and beneficiary.
Or at least get the 706 input drop down boxes to populate. We end up typing the same names and addresses multiple times in the 706.
Along these same lines, it would be nice if Lacerte's Estate module data base reports section were more robust. I would like to be able to add estate tax return engagement letters to that section but custom letters in this module are not allowed.
