jerry
Level 5

I have a client that gave reportable gifts in 2019 and 2021.

When I pro-forma'd the Gift return from 2021 to 2022, the total of the gifts for 2021 are (apparently)  correctly reported in Schedule B.  But all of the 2021 gifts are still listed on Screen 7.  Is this correct behavior?  Do I delete them, or can they just stay for future possible use?

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