ProSystem fx Tax helps meet all your needs for preparing estate and gift tax returns. The software...
- Produces Form 706, including Federal Gift tax continuation schedules and
supporting schedules
- Provides the interrelated calculation of the marital deduction and
charitable deduction
- Calculates community property exclusion
- Produces the election to pay estate taxes in installments
- Calculates regular interest and penalties for late payment and late
filing for the Federal Gift tax
- Produces Form 709 for both taxpayer and spouse, including
Notice of Allocation of GST Tax Exemption
- Processes Power of Attorney and Declaration of Representative
for Form 706 and Form 709
- Provides the import or export of data between ProSystem fx Tax
and ViewPlan, CCH’s estate planning software
- Carries QTIP Trust amounts to Schedule M
- Imports client and tax related data directly from EstateWorks trust
administration software into Form 706
Federal Gift Tax Forms and Schedules
- Form 709
- Form 2848
- Form 8892
- Connecticut
Estate Tax Forms and Schedules
- Form 706
- Schedule A
- Schedule A-1
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule P
- Schedule Q
- Schedule R
- Schedule R-1
- Schedule U
- Form 2848
- Form 4768
- Connecticut
- Illinois
- Massachusetts
- New Jersey
- New York
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