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Level 1
November 6, 2023
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Form 706 using 2022 Proseries for a Decedent that died in 2023

  • November 6, 2023
  • 1 reply
  • 13 views

I am doing an Estate tax return (Form 706) for a decedent that passed away earlier this year and the return is due mid-November.  When I try to use the Proseries 2022 version is errs out when I use the 2023 DOD.  Also, the 2022 version won't have the correct 2023 exemption amounts.   Can anyone offer some advice on how to get beyond these issues?  

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Best answer by sjrcpa

File an extension and wait for the 2023 software.

Or get the forms from irs.gov and manually prepare.

1 reply

sjrcpa
sjrcpaAnswer
Level 15
November 6, 2023

File an extension and wait for the 2023 software.

Or get the forms from irs.gov and manually prepare.

The more I know the more I don’t know.