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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?
