@TexasTea wrote: too bad there is no feedback loop from the IRS to find out what they actually do with a letter like that.  I suppose if the only thing they do is scan it and file it, at least it will be there in the file at some future date when someone reviews everything I had no expectations they would save the letter. I wrote it solely to make the receiving clerk's job easier. It was about 3 sentences, 2 of which were "Enclosed please find two Forms 709" and "My wife and I together gifted community property in the amount of $_____ to _____" or words to that effect.   Also, just in case I made a mistake filling out 709s for the first time, the clerk would understand my intent. ... View more

Just stumbled upon my old thread.   When I mailed my Forms 709 last year, I mailed them in the same envelope even though "gift splitting" was not explicitly selected. I also included a brief letter explaining in English what the transaction was all about and stating that Mrs. Squirrel and I were gifting community property. I figure the simpler I could make it for the IRS, the smoother it would be handled.   A year later, I haven't heard a peep from the IRS, as expected. ... View more

@DoninGA wrote: @RocketJSquirrel Don't know if this will help your situation or not but you can use Forms and then the 1099-B Worksheet to enter any sales.  This will populate the preliminary Schedule D and Form 8949 and enter the gains or losses on the 1040. Thanks! That did get me closer to a plausible result. ... View more

Having read through all the above, I am still disappointed that there are not even preliminary forms available until 1/14 and later. My final estimated tax payment is due 1/15. I'd like to reduce my refund or amount due as close to zero as possible, but won't have the forms in time.   A great solution would be for the IRS to extend the due date for the final estimated tax payment just because of the massive chaos that was 2020. Yoo-hoo, IRS! Are you listening? Nudge, nudge. ... View more

2015 State failed to download. It's expired.   It's a bummer, because I had all these old versions installed & updated on my old PC, which I have since replaced. ... View more

I was also surprised the update happened, but I captured the progress. This leads me to believe I could actually use it.   ... View more

I have recently been receiving emails from the 3 credit bureaus that my score has dropped.   What am I doing differently? Using my credit cards to contribute large amounts of money to political campaigns.   I am nowhere near reaching the limit on any of my cards (and I pay them in full every month), but for some reason, these large expenditures are hitting my credit score. I don't care at all because I don't need credit, but I find it interesting and a tish annoying. ... View more