hcliston
Level 4
‎08-28-2023 03:51 PM

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.

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IRonMaN
Level 15
‎08-28-2023 04:09 PM

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!

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hcliston
Level 4
‎08-28-2023 04:54 PM

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?

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IRonMaN
Level 15
‎08-28-2023 05:33 PM

I think you are correct 😊


Slava Ukraini!
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