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#1
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Thanks Peter!
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Successful NET54 transactions: robw1959, Tyruscobb |
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#2
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Peter was spot on…
I'm replying because of a recent inquiry in 2024 regarding skipping a generation when it comes to estate taxes… The actual skipping is reported on 709 but I believe it has to be done within 9 months of the passing of the parent/grandparent. so I believe that possibility is out of the question for you. but check into the form 709 Use Form 709 to report: Transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes.Jan 30, 2025 good luck. |
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#3
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Quote:
__________________
Successful NET54 transactions: robw1959, Tyruscobb |
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