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Any update? I am having the same issue. I can't get a Surviving Spouse to include QTIP property in Sch M part A (QTIP Election). It forces all the assets in Par...
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No, you let the software handle it so you don't screw up taxable social security benefits.
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I am using Lacerte.
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That is unless you force a negative number on Sch 1, line 8, that is the point of my discussion. Someone is going to end up doing that and screw up the numbers.
