Amending Form 709 in Lacerte

Follow these steps to amend Form 709 in the Gift module:

1. On the Detail tab, go to Screen 3, Miscellaneous Information.
2. Under the General Information section, enter a 1 in 1 = amended return. 
3. The word "Amended" prints at the top of Form 709.
4. Make any changes you need on the original input locations.