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Level 1
January 18, 2022
Question

Form 706 Form 8971 Worksheet is not automatically adding the Schedule, Item Number and Description of the property. The box on the Info Worksheet is checked. Any help?

  • January 18, 2022
  • 1 reply
  • 2 views
The program is supposed to transfer the entire property description line for each property listed on the 706 to Form 8971 Wkst (Copy No. 1), (Copy No. 2), etc. but it is not automatically populating.
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1 reply

February 5, 2022

We'd have to take a look at your files to confirm specific inputs. Please contact us for individual assistance on this. 
If anyone else is experiencing this, comment below.