Form 706-Qdt - U.s. Estate Tax Return For Qualified Domestic Trusts

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706-QDT
U.S. Estate Tax Return for
Form
Qualified Domestic Trusts
OMB No. 1545-1212
(Rev. August 2014)
Calendar Year
Department of the Treasury
Internal Revenue Service
Information about Form 706-QDT and its separate instructions is at
Part I
General Information
1a
Name of surviving spouse (see Definitions in the instructions)
1b TIN of surviving spouse
2a
2b SSN or EIN of trustee/designated filer
Name of trustee/designated filer (see instructions)
2c
Address of trustee/designated filer
3a
3b Surviving spouse’s current marital status
Surviving spouse’s date of death (if applicable)
4a
Name of decedent
4b SSN of decedent
4c Decedent’s date of death
Part II
Elections by the Trustee/Designated Filer (see instructions)
Yes No
Please check the “Yes” or “No” box for each question.
1
Do you elect alternate valuation? .
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2
Do you elect special use valuation? .
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If “Yes,” you must complete and attach Schedule A-1 of Form 706.
3
Do you elect to pay the taxes in installments as described in section 6166? .
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If “Yes,” you must attach the additional information described in the instructions.
Note. By electing section 6166, you may be required to provide security for estate tax deferred under
section 6166 and interest in the form of a surety bond or a section 6324A lien.
4
If the surviving spouse has become a U.S. citizen, does he or she elect under Code section 2056A(b)(12)(C) to treat all
prior taxable distributions as taxable gifts and to treat any of the decedent’s unified credit applied to the QDOT tax on
those distributions as the surviving spouse’s unified credit used under section 2505? (If not a U.S. citizen, enter “N/A”)
Part III
Tax Computation
1
1
Current taxable trust distributions (total from Part II of Schedule A) .
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2
Value of taxable trust property at date of death (if applicable) (total from Part III of Schedule A) .
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3
Add lines 1 and 2 .
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3
4
4
Charitable and marital deductions. See Schedule B instructions (total from col. d, Part IV of Sch. A)
5
5
Net tentative taxable amount. Subtract line 4 from line 3
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6
Prior taxable events (total from Part I of Schedule A) .
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6
7
Taxable estate of the decedent. See instructions .
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7
8
8
Add lines 6 and 7 .
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9
Add lines 5 and 8 .
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9
10
Recomputation of decedent’s estate tax based on the amount on line 9. See instructions. Attach
computation .
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10
11
Recomputation of decedent’s estate tax based on the amount on line 8. See instructions. Attach
computation .
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11
12
12
Net estate tax. Subtract line 11 from line 10
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13
Payment made with request for extension, if any, and credit under section 2056A(b)(2)(B)(ii) .
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13
14
Tax due. (If the amount on line 12 exceeds the amount on line 13, enter the difference here.)
14
15
Overpayment. (If the amount on line 13 exceeds the amount on line 12, enter the difference here.)
15
Under penalties of perjury, I declare that I have examined this return, along with accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct, and complete. Declaration of preparer (other than trustee or designated filer) is based on all information of which preparer has any
knowledge.
Sign
Here
Date
Print/Type preparer’s name
Preparer's signature
Date
PTIN
Paid
Check
if
self-employed
Preparer
Firm’s name
Firm's EIN
Use Only
Firm's address
Phone no.
706-QDT
Form
(Rev. 8-2014)
For Paperwork Reduction Act Notice, see the separate instructions for this form.
Cat. No. 12292E

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