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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?

fescofield
Level 1
 
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1 Comment 1
Karen_pdx
Level 3

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"

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