Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return Page 5
Download a blank fillable Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 706 - United States Estate (And Generation-Skipping Transfer) Tax Return with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31Form 706 (Rev. 8-2013)
Decedent’s social security number
Estate of:
SCHEDULE A—Real Estate
• For jointly owned property that must be disclosed on Schedule E, see instructions.
• Real estate that is part of a sole proprietorship should be shown on Schedule F.
• Real estate that is included in the gross estate under sections 2035, 2036, 2037, or 2038 should be shown on Schedule G.
• Real estate that is included in the gross estate under section 2041 should be shown on Schedule H.
• If you elect section 2032A valuation, you must complete Schedule A and Schedule A-1.
Note. If the value of the gross estate, together with the amount of adjusted taxable gifts, is less than the basic exclusion amount and the
Form 706 is being filed solely to elect portability of the DSUE amount, consideration should be given as to whether you are required to
report the value of assets eligible for the marital or charitable deduction on this schedule. See the instructions and Reg. section 20.2010-2T
(a)(7)(ii) for more information. If you are not required to report the value of an asset, identify the property but make no entries in the last three
columns.
Item
Alternate
Description
Alternate value
Value at date of death
number
valuation date
1
Total from continuation schedules or additional statements attached to this schedule .
.
.
TOTAL. (Also enter on Part 5—Recapitulation, page 3, at item 1.)
.
.
.
.
.
.
.
.
.
(If more space is needed, attach the continuation schedule from the end of this package or additional statements of the same size.)
Schedule A—Page 5
ADVERTISEMENT
0 votes
Related Articles
Related forms
Instructions For Form 706 - United States Estate (and Generation-skipping Transfer) Tax Return - 2011
Financial
Instructions For Form 706 - United States Estate (and Generation-skipping Transfer) Tax Return - 2008
Financial
Related Categories
Parent category: Financial