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Level 4
October 28, 2024

Form 706

  • October 28, 2024
  • 2 replies
  • 20 views

We are looking to file form 706 followed by Illinois form 700. We use ProConnect and from what I can tell we are not able to access form 706 through ProConnect.  Are we able to purchase software to fill out form 706 with any other Intuit product?  If not, where do people go to populate a 706 other than from the IRS website?

Thank you

    2 replies

    Taxes-by-Rocky
    Level 7
    October 28, 2024

    ProSeries Professional has the 706 but no state estate tax returns.

    You'll likely have to request a login for Lacerte; pay-per-return if available.

    Intuit Community Champion
    October 29, 2024

    If you are using ProSeries Pro, Go to update, select and download new products. put check mark in 706 box, and follow instruction's. Not sure how to do with ProConnect, you should give them a call

     

    cakeenAuthor
    Level 4
    October 29, 2024

    We use ProConnect instead of ProSeries, but I called Lacerte and they offer a FastPath software license for $480.  We can then file the 706 and IL 700 for around $120.  So we'll be all in for $600

    IRonMaN
    Level 15
    October 29, 2024

    That would kinda blow my budget for one return😬

    Slava Ukraini!