Form 706 QTIP

[rluby3]

I am trying to elect QTIP but the box on the Beneficiary Tab on Screen 2 is grayed out....why is that?

[sjrcpa]

Did you indicate the beneficiary is the spouse?

[rluby3]

Yeah, I was just about to update and post that was the issue.

[rluby3]

Although I am not clear on why checking one precludes the other?  If I uncheck the surviving spouse and check the QTIP election then page 2 of 706 in box 4 shows none and instead shows her in box 5 as someone other than the surviving spouse.  Seems like I am still missing a step here to get Sch M part A to populate correctly.

[SanBrunoTaxGuy]

Any update?  I am having the same issue.  I can't get a Surviving Spouse to include QTIP property in Sch M part A (QTIP Election).  It forces all the assets in Part B "All Other Properties".