Form 706 for 2021 decedent not usable??

Forum|Forum|4 years ago
August 4, 2021
2 replies
20 views

Hi, I have a decedent who died in Feb. 2021, so his 706 or extension is due in November 2021 yet the 706 in ProSeries (TY 2020) gives me errors that it cannot be used because he did not die in 2020! What to do?

ProSeries Professional

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Best answer by Just-Lisa-Now-

Timing seems to be an issue with these.....looks like you can just mail in an extension, if the IRS website doesn't have the 2021 available, can't you just use a sharpie and fix the 2020? Not sure you have many other options.

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/2020-proseries-form-706/00/102823

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-do-i-file-a-federal-estate-tax-return-form-706-for-a-person/00/168246#M31001

Just-Lisa-Now-

Answer

Intuit Community Champion

Timing seems to be an issue with these.....looks like you can just mail in an extension, if the IRS website doesn't have the 2021 available, can't you just use a sharpie and fix the 2020? Not sure you have many other options.

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/2020-proseries-form-706/00/102823

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/how-do-i-file-a-federal-estate-tax-return-form-706-for-a-person/00/168246#M31001

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

sinerangus1

Level 3

That is a totally inadequate response to a valid question. We are paying Intuit for the ability to create tax returns for clients, they should be able to provide forms in a timely manner to meet the deadlines the IRS imposes.