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Form 8971: Federal Tax Basis Reporting

Basis consistency (IRC §1014(f)) and new reporting requirements with regard to property the value of which is included in a decedent’s gross estate for federal estate tax purposes to be reported to the IRS on Form 8971 and provided to the recipients of the property on Schedules A (IRC §6035) were enacted July 31, 2015. This presentation will overview these new Code sections, the pending Proposed Regulations (and final regulations if issued prior to the presentation), and the new Form 8971 and Schedule A.
Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P2209-22E-04
$30.00 or 0.50 credits
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Faculty:

Mary Vidal Hays, Much Shelist, P.C.

Expires:

11/1/2024

Faculty:

Mary Vidal Hays, Much Shelist, P.C.

Expires:

11/1/2024

Products specifications
Program Date12/1/2022
CategoryTax
Media TypeOnline On-Demand
CategoryEstate Planning & Probate
Products specifications
Program Date12/1/2022
CategoryTax
Media TypeOnline On-Demand
CategoryEstate Planning & Probate
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