@Geobrick thank you for doing the research to help people like myself who are in this situation. I have found all the links from this discussion and similar ones, and it does appear as you said that the AICPA's recommendations were adopted by the IRS... which makes it all the more puzzling why Intuit can't fix this within the timeframe to allow this entry and still support efiling. Looks as though I will be mailing my return this year... :(
@GAW61 FYI, I found another link from last summer that summarizes Notice-2018-61 but pre-dates AICPA's comments and recommendations. (<a rel="nofollow" target="_blank" href="
https://www.wealthmanagement.com/estate-planning/irs-announces-forthcoming-section-67g-clarification...>) I'm posting it here because it clarifies from the notice that "Section 67(e) Expenses Aren’t Miscellaneous Itemized Deductions". It also references the request by IRS for comments regarding beneficiaries that were addressed by AICPA.
