Lisa B
  • Lisa B

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  • Form 706 Basic Exclusion not showing on return

    Completing a 706 and the Basic exclusion amount for the estate is not showing on Line 9a and there is no...

  • Sec 199A deduction on 1041

    Working on a fiduciary tax return form 1041 with Sec 199A from a REIT.  All DNI is distributed but the...

  • Trust return that is both a grantor trust and an irrevocable trust

    Is there a way to report a trust as both an irrevocable trust and a grantor trust due to the power of 5x5...

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