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Level 2
March 30, 2022
Question

Form 706 QTIP

  • March 30, 2022
  • 1 reply
  • 12 views

I am trying to elect QTIP but the box on the Beneficiary Tab on Screen 2 is grayed out....why is that?

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1 reply

sjrcpa
Level 15
March 30, 2022

Did you indicate the beneficiary is the spouse?

The more I know the more I don’t know.
rluby3Author
Level 2
March 30, 2022

Yeah, I was just about to update and post that was the issue.