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Form 706 using 2022 Proseries for a Decedent that died in 2023

jhpete1
Level 1

I am doing an Estate tax return (Form 706) for a decedent that passed away earlier this year and the return is due mid-November.  When I try to use the Proseries 2022 version is errs out when I use the 2023 DOD.  Also, the 2022 version won't have the correct 2023 exemption amounts.   Can anyone offer some advice on how to get beyond these issues?  

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Accepted Solutions
sjrcpa
Level 15

File an extension and wait for the 2023 software.

Or get the forms from irs.gov and manually prepare.


Ex-AllStar

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1 Comment 1
sjrcpa
Level 15

File an extension and wait for the 2023 software.

Or get the forms from irs.gov and manually prepare.


Ex-AllStar