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This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 709 Gift Tax

Calculate the annual exclusion

To calculate the annual exclusion:
  1. Go to
    Organizer
    ,
    List of Gifts (or Gifts made by spouse)
    ,
    Basic Data
    .
  2. Select
    Sort Schedule A and Schedule B
    .
  3. Perform a full recompute. Once recomputed, the Sort Schedule A and Schedule B option will uncheck itself.
  4. Now review if the annual exclusion is calculating.

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