709 Gift 24-3.3F

Pending releases

Release date: 2/21/2025
We corrected or updated the following:
  • Calculation and Form 709 Page 8 Schedule C Part 2 line 1 now generates when the name of either the last deceased or predeceased spouse is present.
  • Calculation and Form 709 Page 10 Part 2 line 6 now populates correctly when you select the option
    Include on Schedule D, Part 2, line 6 and not on Schedule A
    on the Organizer.
  • The filing instructions now include the correct sentence under the consent of spouse section according to the 2024 instructions.
  • The print alignment issues for Form 709 Schedule D Part 1 and Part 3, specifically for gifts made by the spouse on pages 9 and 10.
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