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Get your taxes done using TurboTax
Now I am back to confused :( Our estate will be a fraction of the lifetime exemption, so I'm back to thinking that it would be safer to just show the gift as being from me with my wife approving it, per the form.
Another question: There's only space to enter one "Donee" on Schedule A, but line 10 of Form 709 asks "Enter the total number of Donees listed on schedule A". Another post said you use Schedule A Addendum for additional donees. Where do I find a Schedule A Addendum?
March 10, 2023
12:38 PM