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Lacerte 706
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BobInCalif
Level 1
08-09-2024
04:16 PM
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I wish to prepare an estate tax return, form 706, for a death occurring in 2024. Must I wait for 2024 forms? Or can I use 2023 Lacerte? If the latter, how can I get the exemption amount right?
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3 Comments 3
abctax55
Level 15
08-09-2024
04:44 PM
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You can use 2023, BUT you have to manually adjust any/all numbers for 2024 changes. White-out & pen....
So it will have to be a paper file.
Can you delay filing until 2024 software is available?
HumanKind... Be Both
BobInCalif
Level 1
08-13-2024
02:07 PM
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Yes, I think the best course of action is to file an extension & wait for 2024 forms.
abctax55
Level 15
08-13-2024
02:55 PM
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I 100% agree.
I've only used prior year forms ONCE, for a pushy client that just couldn't/wouldn't wait.
Never again - there's too much room for error. AND it's a PITA, plus it looks terrible.
HumanKind... Be Both
