Gifts carrying to Form 709, Page 2
To send gifts to Form 709, Page 2:
- Go toOrganizer,List of Gifts,[gift], and thenGift Information.
- SelectType of gift.
- SelectAllocation of Gift Amount to donee (Mandatory)and enter the amount or percentage for each donee.
- Go toOrganizer,List of Gifts,Basic Data, and thenGift Information.
- If you select the sorting feature the item number and annual exclusion gets calculated and sent to the return. If you don't select the sorting feature, you must enter the Part 1, Part 2, or Part 3 item numbers and annual exclusion.
