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IRS Form 706 & Portability

Level 1

How do I add a header to Form 706 that states "FILED PURSUANT TO REV. PROC. 2017-34 TO ELECT PORTABILITY UNDER Code Sec. 2010 (c)(5)(a)"  

Thank you.

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2 Comments 2
Level 15

Since you're going to be mailing the return, I think by typing or with a pen.

Level 15

As of this date: Lacerte only offers a header as part of a few modules. The best way to check is to go to the header of the primary form and RIGHT CLICK - Select Jump to Input. (Not available on this field) shows up on the 706

Here's wishing you many Happy Returns
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