Drake Tax - 709: Move Amount from Schedule A Part I to Part III

Article #: 12485

Last Updated: October 21, 2024

 


Tags: Drake Tax

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How to get an amount showing on 709 return Schedule A part I to show in part III instead

Open the 1040 return, go to the Taxes tab and select the 709 screen.

Open screen A for the gift involved.

Select Item is currently subject to gift tax and may later be subject to GST.

Image of Part 3 on 709 screen A

See the Instructions for Form 709 for Part III for more details.