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    • Created with Sketch. In preparation for the 4/15 deadline, see our most popular resources. Lacerte Hot Topics.
    Created with Sketch. In preparation for the 4/15 deadline, see our most popular resources. Lacerte Hot Topics.
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    Form 706 Basic Exclusion not showing on return

    Lisa B
    Level 2
    ‎12-07-2019 11:00 AM
    Completing a 706 and the Basic exclusion amount for the estate is not showing on Line 9a and there is no jump to screen to enter this amount.  Why doesn't this show up automatically?
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    George4Tacks
    Level 15
    ‎12-07-2019 11:00 AM

    Check date of death in Screen 1. What date are you using?


    Answers are easy. Questions are hard!

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    George4Tacks
    Level 15
    ‎12-07-2019 11:00 AM

    Check date of death in Screen 1. What date are you using?


    Answers are easy. Questions are hard!
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