Thanks George. I am unable to get it to show up. This is my first year with ProSeries. I did not know I'd need the 709 when the program was first set up.
In Update/Select and Download New Products - the 709 is checked. I've run this a couple of times. I also ran Update Installed Products and Refresh Updates.
I've installed everything when prompted but I am not getting the 709. If I go to New Client I don't get the 709 as an option.
How do I get the 709?
Its not downloading or installing for me either.
706 is ready, but nothing for the 709.
Im not sure if we'll see any more updates until after the 1st of the year, but maybe try updating again next week...generally PS updates come out on Thursday's.
I need to get the 709 done in January. If Intuit would just give us an accurate release date (they missed 12/18 and 1/8) we could at least plan. Problem is that their support is clueless why we cannot get the software. There is a release posted for 1/29. Is this it?
Simple fact is that someone know what the problem is and is not communicating it. It is a little late for us to buy another software package, but that is what will have to be done if this delay continues.
I am not happy with Intuit, not because of the delay, but because of the lack of communication.
Sadly, you just can't rely on 2020 forms for returns due in April to be complete and ready before the end of January, but I agree that they should put out better estimates of when a form will be finalized.
The thing about 709's is that most want their estate attorney to review them. To get this done you have to start early. People have done their gifting by 12/31/2020, so it is not like waiting on 1099's etc. Prepare the form, send it to the attorney and wait for that to happen. You don't even need the form to be final and 709's are not even efiled. Just get them out early before everyone gets plugged up with other things.
This is a particularly tough year for 709's since everyone anticipated a Democratic sweep and the loss of the increased lifetime exemption. Estate planners recommended "use it or lose it". May be a record year for 709 filings.