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Simplified Procedure to Request Relief to Make Portability Election Issued (Rev. Proc. 2017-34)

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CCH Tax Day Report The IRS has issued a simplified procedure for estates requesting an extension of time to make a portability election under Code Sec. 2010(c)(5)(A). If the portability election is made, a decedent’s unused exclusion amount (the deceased spousal unused exclusion (DSUE) amount) is available to a surviving spouse to apply to transfers […]

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