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Level 2
October 3, 2020
Question

ProSeries Form 709 gift tax return.

  • October 3, 2020
  • 3 replies
  • 15 views

Can I transfer from 2018 Form 709 gift tax return the Donee list from Schedule A, Part 3-indirect skips to the 2019 Form 709 and how?

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3 replies

Accountant-Man
Level 13
October 3, 2020

The donee list transfers each year.

** I am "Elevating with Intention!"
Level 2
July 14, 2022

Accountant-Man... please HELP this long-time ProSeries Pro user, but first time Form-709 preparer...!

If so... please Reply.. 

Thanks for anything...!

 

Accountant-Man
Level 13
July 15, 2022

What help is needed?

** I am "Elevating with Intention!"