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- First time having to complete Form 709. How do I access in Proseries?
First time having to complete Form 709. How do I access in Proseries?
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dvisions
Level 1
02-16-2022
07:07 PM
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2 Comments 2
jeffmcpa2010
Level 11
02-16-2022
07:17 PM
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PLEASE do find another tax professional you know / have a relationship with to guide you through the process. A first time doing anything raises your risk quotient dramatically, and Gift/Estate Taxes do have some complexities, where if errors happen can make big problem. I am not in any way saying don't do it, just if you can find someone to talk over any complicated areas, and possibly even have them review the return before filing can be a good learning experience.
