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August 31, 2022
Discussion ongoing

Form 706

Related products:ProSeries
  • August 31, 2022
  • 2 replies
  • 7 views

1.  The continuation page for Part 4, Line 5 has the heading "Additional information from your 2021 Federal Corporation Tax Return."   This is clearly an error since the form is the United States Estate Tax Return.  I called a representative, who contacted an agent about the error.  I was informed the agent  doesn't think they will create a product investigation at this point in time since the rest of the information (under that heading) is correct." This is not the first time I have gotten this response to my issues with the Form 706.

2. In the last few years I have been unable to put hard returns when filling in the data on the schedules for Form 706.  The data has been cut and pasted from a Word document, but when it is pasted into the Proseries Form 706, the spacing changes and the only way to add spaces is with the space bar (there is no option for a hard return).  The spacing option is not viable because one cannot really see what the page will look like unless you go to the print preview.  Flipping back and forth to get the spacing right on an entry is not a viable option when one has hundreds of entries.  

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2 replies

October 13, 2022

Thanks for the idea. I've passed your first bullet point onto the internal team for review. The second note will be "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

October 25, 2022

Thank you for the information above. Part one of this request has been addressed in the TY22 program.