How to amend a Form 706 Estate Tax Return using interview forms?

To retain the originally filed return, make a second version to amend.

  1. Click File > Save As.
  2. Input description of second version.
  3. Click OK.
  4. Open Interview form EST-5 - Options, Gift Tax Returns Filed and Allowable Deductions.
    • In box 32 - X to print "Supplemental Information" at top of page 1 input an X.
    • Input changes in applicable interview forms.
  5. Calculate return.

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