Portability election

If a surviving spouse is entered on the
Names
screen in the
Beneficiary
folder, and the
Marital status
checkbox is marked on the
OthInfo
screen in the
General
folder, the Form 706 Part 6-Portability of Deceased Spousal Unused Exclusion (DSUE) will complete automatically.
If you'd like to opt out of the portability election, go to the
OthInfo
screen in the
General
folder and mark the
Elect not to allow surviving spouse unused exemption
checkbox.
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