Forms and schedules cross-referenced to Organizer screens

Forms and schedule 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

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