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

Qty: decrease increase

Faculty:

Mary Vidal Hays, Much Shelist, P.C.

Expires:

11/1/2024

Overview
Specifications

Faculty:

Mary Vidal Hays, Much Shelist, P.C.

Expires:

11/1/2024

Products specifications

Program Date	12/1/2022
Category	Tax
Media Type	Online On-Demand
Category	Estate Planning & Probate

Products specifications

Program Date	12/1/2022
Category	Tax
Media Type	Online On-Demand
Category	Estate Planning & Probate

Product tags

trusts (72)
,
estate planning (121)
,
probate (20)
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tax (19)

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