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- Form 706, 2024 software, 2025 death
Form 706, 2024 software, 2025 death
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joshuabarksatlc
Level 10
Monday
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Form 706 — 2024 software, 2025 death. Line 9a shows a basic exclusion amount of $13,610,000, which is the 2024 amount. Date of death is entered as Jan 2025, but I can’t figure out how to change it. Anyone know a way to override it?
I come here for kudos and IRonMaN's jokes.
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BobKamman
Level 15
Monday
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This is why I tell all my clients they're not allowed to die before April 15. (I also do probate work, but not until after tax season.) You can stress out about this, or since the exclusion amount appears on only the first page, use the online fillable 706 for Page 1 and the program for the rest of it. The return has to be paper-filed anyway.
