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Form 706 in 2020 Lacerte for decedent in 2019

teamcpa
Level 1

I prepared and REP an Estate Tax Return in 2020 Lacerte for a death in 2019.  Can I change the basic exclusion amount to the 2019 amount instead of the default 2020 in Lacerte?

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sjrcpa
Level 15

Maybe you can but the return will print as a 2020 return.

You need to do it in 2019 software.


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