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hcliston
Level 5
August 28, 2023
Solved

Can I produce a Gift Tax return (Form 709) in ProSeries Basic

  • August 28, 2023
  • 1 reply
  • 19 views

Good morning--

My clients super-funded some 529 plans, so I believe I have to file Form 709.  Can I do that within ProSeries Basic?

Thank you.

This topic has been closed for replies.
Best answer by IRonMaN

I don't know that Basic has it, but if it doesn't you can always download the professional version and prepare the return on a pay per return basis.

1 reply

IRonMaN
IRonMaNAnswer
Level 15
August 28, 2023

I don't know that Basic has it, but if it doesn't you can always download the professional version and prepare the return on a pay per return basis.

Slava Ukraini!
hcliston
hclistonAuthor
Level 5
August 28, 2023

Thank you, Ironman.


I think it would be easier (and cheaper) to just download Form 709 from the IRS and fill it out manually, right?

IRonMaN
Level 15
August 28, 2023

I think you are correct 😊

Slava Ukraini!