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Form 706

cakeen
Level 3

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

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6 Comments 6
Taxes-by-Rocky
Level 7

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.

Terry53029
Level 14
Level 14

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

 

cakeen
Level 3

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

That would kinda blow my budget for one return😬


Slava Ukraini!
sjrcpa
Level 15

But a 706 is a big fee return.

At least for me.

The more I know, the more I don't know.
IRonMaN
Level 15

I stay away from them and let someone that knows what they are doing prepare them 😁


Slava Ukraini!