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Amending Form 709 in Lacerte

by Lacerte Tax 2023 Updated 6 months ago

Follow these steps to amend Form 709 in the Gift module:

  1. On the Detail tab, go to Screen 3, Miscellaneous Information.
  2. Under the General Information section, enter a 1 in 1 = amended return
  3. The word "Amended" prints at the top of Form 709.
  4. Make any changes you need on the original input locations.
Lacerte Tax

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