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We are leaving question 11a blank to get a "No" answer and the software is auto loading a "No" for question 11b. We prefer to put an "N/A" for 11b but the softw...
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While entering data for gifts and beneficiaries on Form 709, get message that Lacerte is not responding and system does not respond. Have to restart system to g...
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Wife died in August 2021 with both taxpayers making gifts to family member before death. Would like to use gift splitting before death.Surviving spouse made add...