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Level 1
November 15, 2021
Question

Can we prepare/file/e-file a 706-A (United States Additional Estate Tax Return) in Pro-series?

  • November 15, 2021
  • 1 reply
  • 7 views

We have a client requirement to prepare and file the Form 706-A. Does pro-series have a 706-A filing capability?

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1 reply

Just-Lisa-Now-
Intuit Community Champion
November 15, 2021

Yes, ProSeries has a 706 program you can install....look in Updates > Select and Download New Products and its in the bottom left corner.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15
November 15, 2021

@Just-Lisa-Now-  706-A is a different estate tax form. Does ProSeries have it?

I'm guessing No since Lacerte doesn't have it.

The more I know the more I don’t know.
Just-Lisa-Now-
Intuit Community Champion
November 15, 2021

Ive never prepared one, but I see we have it as an option.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪