Forms and schedules cross-referenced to Organizer screens
Form or schedule | Description | Organizer screen |
|---|---|---|
Form 2848, Pages 1 and 2 | Power of Attorney | Power of Attorney, General Information |
Form 4868 | Application for automatic extension | Extensions |
Form 709, Parts 1 - 4 | U.S. Gift Tax Return | Genera Information, Basic Return Data, Donor Information and Paid Preparer Information |
Form 8892 | Application for Automatic Extension | Extensions, 8892 Extension Information |
Form 709-A | U.S. Short Form Gift Tax Return | General Information, Basic Return Data, Donor Information and Paid Preparer Information |
Schedule A | Computation of Taxable Gifts | List of Gifts |
Schedule B | Gifts From Prior Periods | Prior Period Gifts |
Schedule D | Computation of Generation-Skipping Transfer Tax | Generation-Skipping Computation |
