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Okay, I've now confirmed with two estate attorneys that when filing 706 for Portability only, leave expenses blank. (Don't fill out Schedules J & K). 706 instru...
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Yes, that's what I thought, but I did wonder about the negative amount allocated to Schedule M (automatically allocated since Community Property state). Also, w...
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For 706 returns filed to elect Portability only, should Schedules J and K be left blank? An attorney I consulted says leave it blank. However, both the 706 inst...
