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I am preparing Form 706 in 2019 Lacerte and it will not generate Form 8971. The box on Gen Info 4 to suppress Form 8971 and Form 8971 Sched A is Unchecked.

mharpring
Level 1
 
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George4Tacks
Level 15

Are the beneficiaries all listed in Screen 2?

Are the Items allocated to those beneficiaries in the other screens? 

Did you set up % allocations in Screen 34?

 


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