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Level 3
June 7, 2021
Solved

When purchasing a PTO credit to authorize Form 709 Gift Tax Return, buy Individual or Business?

  • June 7, 2021
  • 1 reply
  • 6 views

I've prepared a 709, now I need to print it in Proconnect Tax Online.  I have used all business and individual credits so I can't tell which I need to buy in order to print this return.  One post implies it might be an individual return purchase, however estates/trusts and every other non-1040 seem to be treated as business purchases, and the 'need to purchase' message doesn't tell you.  Anyone know for sure?

[Confirmed it is a business return for purchasing purposes]

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Best answer by George4Tacks

Maybe @IntuitBettyJo can find out. The pricing https://proconnect.intuit.com/tax-online/pricing/ does not mention the 709, but I would assume it is not a 1040, so it would price as a business return. 

1 reply

George4Tacks
Level 15
June 7, 2021

Maybe @IntuitBettyJo can find out. The pricing https://proconnect.intuit.com/tax-online/pricing/ does not mention the 709, but I would assume it is not a 1040, so it would price as a business return. 

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