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- Form 8971 and Form 706, Schedule E Property
Form 8971 and Form 706, Schedule E Property
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amackison
Level 1
01-11-2023
03:30 PM
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The Form 8971 Worksheet is pulling the full value of property listed the Schedule E, Jointly Owned property with survivorship, instead of just the 50% owned by the decedent. Is there a way to get the Form 8971 Worksheet to adjust the Estate Tax Value on jointly own property so I don't get an error?
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