If you receive an error message along the lines of "You currently don't have permissions to [action]. Contact your firm's Admin for authorization," either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.
How do you generate Form 709, United States Gift (and Generation-Skipping Transfer) tax returns in ProConnect Tax?
- Go to your Tax Returns list.
- Select Create tax return.
- In the Client screen, select Add new.
- In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information.
- Select Save.
- Under the Tax return section in the Type field, select 709 - Gift from the dropdown menu.
- Select Save.
- The program will take you to the General, Client Information screen under the Input Return tab.
- In the Details: Client Information screen, enter the Taxpayer Information.
- Under the Spouse Information section, select the Gift Splitting box if gifts will be split between the taxpayer and spouse.
- Enter the Spouse Information in the applicable fields.
- If the spouse will file Form 709, select the box Will File Form 709. This will generate a spouse's Form 709 on the Forms tab.
- Select the box Married Entire Year if applicable, or complete During the year and Date change in above state.
- Complete the applicable information in the Taxpayer Address/Contact Info section.
For each Gift Return, you must enter the Firm Information and Preparer Information on the Client Information screen.
