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When drafting a Form 709 Schedule A Part 3, how do I indicate that the Date of the Gift is "Various"?? I've written it into the "Date of Gift" box but it won't populate.

hervey-scmv-com
Level 1
 
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2 Comments 2
sjrcpa
Level 15

Try using a minus date.  As in -04/14/2021

Works in a lot of places in big sister software Lacerte.


Ex-AllStar
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itonewbie
Level 15

Unfortunately, this is one incident where ProConnect Tax does not work like its big sister Lacerte.  Negative date, which defaults for "Various", is not an acceptable entry for this field at all on F.709.

Just put down a date for the gift unless you want to really break that up into different pieces.  Guess it's one of those come and get me, coppers moments.

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Still an AllStar
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