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Is there a way to proforma a 2019 Form 709 US Gift Tax Return to 2020?

Level 2
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2 Comments 2
Level 15

Yes, just like the individual. Highlight the client and click the 19 -> 20 icon to transfer, while you are in the 2019 program. It will not proforma the input, if you did a 2019 and meant to do a 2020, but it will transfer the names, addresses, carryover....

EDIT: I read the wrong software. https://proconnect.intuit.com/community/customer-lists/help/how-do-i-proforma-or-roll-over-my-prior-... for ProConnect I think you need to wait a few weeks for the Gift Return to be available for 2020


Here's wishing you many Happy Returns
Level 15

Yes, you can.  Just follow the instructions given in the link posted by George.

However, release of F.709 and its functionality usually lag other returns, which means you will probably need to wait a bit longer before it can be rolled over.

Still an AllStar