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Level 1
September 15, 2020
Question

IRS Form 706 & Portability

  • September 15, 2020
  • 2 replies
  • 8 views

How do I add a header to Form 706 that states "FILED PURSUANT TO REV. PROC. 2017-34 TO ELECT PORTABILITY UNDER Code Sec. 2010 (c)(5)(a)"  

Thank you.

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2 replies

sjrcpa
Level 15
September 15, 2020

Since you're going to be mailing the return, I think by typing or with a pen.

The more I know the more I don’t know.
George4Tacks
Level 15
September 15, 2020

As of this date: Lacerte only offers a header as part of a few modules. The best way to check is to go to the header of the primary form and RIGHT CLICK - Select Jump to Input. (Not available on this field) shows up on the 706

Answers are easy. Questions are hard!