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BobInCalif
Level 2
August 9, 2024

Lacerte 706

  • August 9, 2024
  • 1 reply
  • 16 views

I wish to prepare an estate tax return, form 706, for a death occurring in 2024.  Must I wait for 2024 forms?  Or can I use 2023 Lacerte?  If the latter, how can I get the exemption amount right?

1 reply

abctax55
abctax55
Level 15
August 9, 2024

You can use 2023, BUT you have to manually adjust any/all numbers for 2024 changes.  White-out & pen....

So it will have to be a paper file.

Can you delay filing until 2024 software is available?

 

HumanKind... Be Both
    B
    BobInCalifAuthor
    Level 2
    August 13, 2024

    Yes, I think the best course of action is to file an extension & wait for 2024 forms.

      abctax55
      abctax55
      Level 15
      August 13, 2024

      @BobInCalif 

      I 100% agree. 

      I've only used prior year forms ONCE, for a pushy client that just couldn't/wouldn't wait.

      Never again - there's too much room for error.  AND it's a PITA, plus it looks terrible.

      HumanKind... Be Both
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