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dvisions
Level 2
February 17, 2022
Question

First time having to complete Form 709. How do I access in Proseries?

  • February 17, 2022
  • 2 replies
  • 10 views
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2 replies

IRonMaN
IRonMaN
Level 15
February 17, 2022

You need to install the module through the update process --------- assuming you have paid for it.

Slava Ukraini!
    J
    jeffmcpa2010
    Level 10
    February 17, 2022

    PLEASE do find another tax professional you know / have a relationship with to guide you through the process. A first time doing anything raises your risk quotient dramatically, and Gift/Estate Taxes do have some complexities, where if errors happen can make big problem.  I am not in any way saying don't do it, just if you can find someone to talk over any complicated areas, and possibly even have them review the return before filing can be a good learning experience. 

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