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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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- Multiple gift tax exclusions when donee is a GST - how do you enter in Lacerte
Multiple gift tax exclusions when donee is a GST - how do you enter in Lacerte
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Keith2
Level 1
06-18-2020
01:01 PM
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Have a gift tax return to file for a client that the donor has gifted a significant amount of approx. $300,000 to a irrevocable trust for her 3 nieces. How do you enter the donee information for the trust to get 3 $15,000 exclusions in Lacerte?
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