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Can we prepare/file/e-file a 706-A (United States Additional Estate Tax Return) in Pro-series?

bnaga515276947
Level 1

We have a client requirement to prepare and file the Form 706-A. Does pro-series have a 706-A filing capability?

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5 Comments 5
Just-Lisa-Now-
Level 15
Level 15

Yes, ProSeries has a 706 program you can install....look in Updates > Select and Download New Products and its in the bottom left corner.


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sjrcpa
Level 15

@Just-Lisa-Now-  706-A is a different estate tax form. Does ProSeries have it?

I'm guessing No since Lacerte doesn't have it.


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Just-Lisa-Now-
Level 15
Level 15

Ive never prepared one, but I see we have it as an option.

706.png


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Just-Lisa-Now-
Level 15
Level 15
Ohhhh the A on the end, sorry...missed that.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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sjrcpa
Level 15

@bnaga515276947  I think you're going to have to use irs.gov or a forms service.


Ex-AllStar