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AaronFive
Level 1
June 13, 2025
Question

Working on a 706 in 2024 Lacerte with a date of death in 2025. Basic Exclusion Amount is still based on 2024 year date of death and not 2025. How to fix?

  • June 13, 2025
  • 0 replies
  • 0 views
2024 exclusion is $13,610,000. 2025 exclusion is $13,990,000. How to update in Lacerte for correct 2025 exclusion amount for an April 2025 date of death?
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