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I am filing the Form 706 solely to elect portability. I have not done any work on Form 8971 yet. Will this solve my problem? Thanks, David
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Thank you. Your recommendation has helped get me closer to what is required.Though, I still am having problems with showing the amount of unused DSUE being tran...
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On page 4 of Form 706, how do I activate in Lacerte Section C- DSUE amount portable to the Surviving Spouse?