WRenner
Level 1

Filing Form 706 only to elect portability. Two beneficiaries, wife and charitable organization. I've enter all asset and selected one of the two beneficiaries. According to instructions for form 706 if just electing portability, Schedule M and O still need to list the assets but without a value.

I cannot get the assets I listed on schedule D, E &  I to either schedule M or O without entering a value. 

I entered assets directly in schedule M as overrides and that promted the program to transfer the info to that schehdule in addition to listing the assets I enter as overrides.

Any suggestions or help would be appreciated.

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