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Level 1
April 14, 2022
Question

When drafting a Form 709 Schedule A Part 3, how do I indicate that the Date of the Gift is "Various"?? I've written it into the "Date of Gift" box but it won't populate.

  • April 14, 2022
  • 1 reply
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1 reply

sjrcpa
Level 15
April 14, 2022

Try using a minus date.  As in -04/14/2021

Works in a lot of places in big sister software Lacerte.

The more I know the more I don’t know.
itonewbie
Level 15
April 14, 2022

Unfortunately, this is one incident where ProConnect Tax does not work like its big sister Lacerte.  Negative date, which defaults for "Various", is not an acceptable entry for this field at all on F.709.

Just put down a date for the gift unless you want to really break that up into different pieces.  Guess it's one of those come and get me, coppers moments.

---------------------------------------------------------------------------------Still an AllStar