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Level 1
March 31, 2022
Question

As a ProSeries user I could enter a IRS Form 706 for Decedents but in ProConnect I cannot find the form anyone know if its available?

  • March 31, 2022
  • 1 reply
  • 7 views
At issue is making a Portability Election on Form 706.
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1 reply

Level 2
June 6, 2022

I just asked the same on the Live Chat. They told me Form 706 is not available in PTO and they sent me the link to the suggestion site. I was told it is available in LaCerte. This needs to be added to PTO!!!