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Level 2
February 14, 2025
Question

Form 709. Screen 7 override "Print on Schedule A 3-Part 3" is ineffective to move gift from Part 2 to Part 3. How to get an indirect skip gift to show on Sch A Part 3?

  • February 14, 2025
  • 1 reply
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    1 reply

    Level 5
    February 15, 2025

    If you want the gift to show in Sch A Part 3, the donee is apparently a GST trust. You should not need to override if you check the box on the Donee screen for "GST Trust"