Form 706 (Draft) - United States Estate (And Generation-Skipping Transfer) Tax Return - 2016 Page 55
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55Have you . . .
Signed the return at the bottom of page 1?
Had the preparer sign, if applicable?
Obtained the signature of your authorized representative on Part 4, page 2?
DRAFT AS OF
Entered a Total on all schedules filed?
Made an entry on every line of the Recapitulation, even if it is a zero?
June 16, 2016
Included the CUSIP number for all stocks and bonds?
Included the EIN of trusts, partnerships, and closely held entities?
Included the first 4 pages of the return and all required schedules?
Completed Schedule F? It must be filed with all returns.
Completed Part 4, line 4, on page 2, if there is a surviving spouse?
Completed and attached Schedule D to report insurance on the life of the decedent, even if its value is not included in the
estate?
Included any QTIP property received from a predeceased spouse?
Entered the decedent's name, SSN, and “Form 706” on your check or money order?
Completed Part 6, section A if the estate elects not to transfer any deceased spousal unused exclusion (DSUE) amount to
the surviving spouse?
Completed Part 6, section C if the estate elects portability of any DSUE amount?
Completed Part 6, section D and included a copy of the Form 706 of any predeceased spouse(s) from whom a deceased
spousal unused exclusion (DSUE) amount was received and applied?
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