Amending an estate return (706) in Lacerte

If you're looking for how to amend a different return type, select an option here:

If you find that you must change something on a return that has already been filed,

• File another From 706
• Enter "Supplemental Information" across the top of page 1 of the form
  1. Click the Detail tab
  2. Click Screen 4 General Information
  3. In the Section Return Options check the box Amended return*
• Attach a copy of pages 1, 2, and 3 of the original Form 706 that has already been filed

If you have already been notified that the return has been selected for examination, you should provide the additional information directly to the office conducting the examination

*note: This will print the term Supplemental Information across the top of the main 706 form