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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Form 706 in 2020 Lacerte for decedent in 2019
Form 706 in 2020 Lacerte for decedent in 2019
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teamcpa
Level 1
02-18-2021
04:05 PM
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I prepared and REP an Estate Tax Return in 2020 Lacerte for a death in 2019. Can I change the basic exclusion amount to the 2019 amount instead of the default 2020 in Lacerte?
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sjrcpa
Level 15
02-18-2021
05:10 PM
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Maybe you can but the return will print as a 2020 return.
You need to do it in 2019 software.
The more I know, the more I don't know.
