706 Estate Tax
706 US New Forms, Worksheets and Client Documents
706 US Returns
- United States Estate (and Generation-Skipping Transfer) Tax Return (Form 706)
- United States Estate (and Generation-Skipping Transfer) Tax Return (Form 706-NA)
- United States Additional Estate Tax Return (Form 706-A)
- United States Additional Estate Tax Return Under Code Section 2057 (Form 706-D)
706 US Forms
- Closing Document
- Form 2848 (Power of Attorney)
- Form 4421 (Executor's Fees)
- Form 4422 (App for Discharging Property)
- Form 4506 (Request for Copy of Returns)
- Form 4768 (Application for Extension)
- Form 4808 (Credit for Gift Tax)
- Form 4810 (Request for Prompt Assessment)
- Form 5495 (Personal Liability Discharge)
- Form 56 (Fiduciary Relationship Notice)
- Form 706 (Estate Tax Return)
- Form 706-A (Additional Estate Tax Return)
- Form 706-A, Schedule A (Disp of Specially Value Prop)
- Form 706-A, Schedule B (Involuntary Conversions or Exc)
- Form 706-A, Schedule C (Dispositions to Family Members)
- Form 706-CE (Payment of Foreign Tax)
- Form 706-D (Additional Estate Tax Return)
- Form 706-D, Schedule A (Disp of Qual Family Business)
- Form 706-D, Schedule B (Involuntary Conversion or Exch)
- Form 706-D, Schedule C (Nontaxable Transfers)
- Form 706-NA (Estate and GST Tax Return)
- Form 712 (Life Insurance Statement)
- Form 843 (Claim for Refund)
- Form 8821 (Tax Information Authorization)
- Form 8822 (Change of Address)
- Form 8833 (Treaty-Based Return Disclosure)
- Form 8918 (Material Advisor Disclosure)
- Schedule A (Real Estate)
- Schedule A, Continuation
- Schedule A-1 (Special Valuation)
- Schedule A-1 Signatures
- Schedule B (Stock and Bonds)
- Schedule B, Continuation
- Schedule C (Mortgages, Notes, and Cash)
- Schedule C, Continuation
- Schedule D (Insurance on Decedent's Life)
- Schedule D, Continuation
- Schedule E (Jointly Owned Property)
- Schedule E, Other Continuation
- Schedule E, Qualified Continuation
- Schedule F (Other Miscellaneous Property)
- Schedule F, Continuation
- Schedule G & H (Transfers and Powers)
- Schedule G, Continuation
- Schedule H, Continuation
- Schedule I (Annuities)
- Schedule I, Continuation
- Schedule J (Funeral and Admin Expenses)
- Schedule J, Continuation
- Schedule K (Debts, Mortgages, and Liens)
- Schedule K, Continuation Debt
- Schedule K, Continuation Lien
- Schedule L (Net Administration Losses)
- Schedule L, Continuation Expense
- Schedule L, Continuation Loss
- Schedule M (Bequests to Surviving Spouse)
- Schedule M, Continuation
- Schedule M, Continuation 2
- Schedule O (Charitable Bequests)
- Schedule O, Continuation
- Schedule P & Q (Foreign Tax, Prior Transfers)
- Schedule PC (Protective Claim for Refund)
- Schedule R (Generation-Skipping Trans Tax)
- Schedule R-1 (GST Tax Payment Voucher)
- Schedule U (Conservation Easement)
706 US Worksheets
- Beneficiary Worksheet
- Election to Pay Tax in Installments
- Executor Worksheet
- Interest and Penalty Worksheets
- Return Summary
- Schedule M Worksheet
- Schedule O Worksheet
- Schedule Q Worksheet
- Schedule R Worksheet
- State Asset Worksheet
- Taxable Gift Worksheets
706 US New Forms, Worksheets and Client Documents
- Schedule PC (Protective Claim for Refund)
