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I don't understand your question "Should they be deducted?". I am asking about a gift tax return and, as you say, if the return is required, you are supposed to...
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I have just noticed that charitable gifts are supposed to be included on Form 709, because of the format change for 2024 - although it has been true for a while...
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Yes, $5,000. The Crummey input sheet with multiple beneficiaries is not set up for that. I had to override half a dozen fields. In retrospect I should have used...
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I am preparing the gift tax return for a client that contributed more to his life insurance trust than is covered by the Crummey powers. The software shows the ...
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Is there a specific process for amending a 2018 gift tax return in ProSeries? Or do I just change it and write "amended return" at the top?
