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
(Rev. November 2009)
OMB No. 1545-1212
Calendar Year
Department of the Treasury
See separate instructions.
Internal Revenue Service
Part I
General Information
1a
Name of surviving spouse (see Definitions on page 1 of the instructions)
1b
TIN of surviving spouse
2a
Name of trustee/designated filer (see page 1 of the instructions)
2b
SSN or EIN of trustee/designated filer
2c
Address of trustee/designated filer
3a
Surviving spouse’s date of death (if applicable)
3b
Surviving spouse’s current marital status
4a
Name of decedent
4b
SSN of decedent
4c
Decedent’s date of death
Part II
Elections by the Trustee/Designated Filer (see page 3 of the instructions)
Yes
No
Please check the “Yes” or “No” box for each question.
1
Do you elect alternate valuation?
2
Do you elect special use valuation?
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?
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)
2
2
Value of taxable trust property at date of death (if applicable) (total from Part III of Schedule A)
3
3
Add lines 1 and 2
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
6
6
Prior taxable events (total from Part I of Schedule A)
7
7
Taxable estate of the decedent. See page 6 of the instructions
8
8
Add lines 6 and 7
9
9
Add lines 5 and 8
10
Recomputation of decedent’s estate tax based on the amount on line 9. See page 6 of the
10
instructions. Attach computation
11
Recomputation of decedent’s estate tax based on the amount on line 8. See page 6 of the
11
instructions. Attach computation
12
12
Net estate tax. Subtract line 11 from line 10
13
13
Payment made with request for extension, if any, and credit under section 2056A(b)(2)(B)(ii)
14
14
Tax due. (If the amount on line 12 exceeds the amount on line 13, enter the difference here.)
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
Date
Preparer’s SSN or PTIN
Preparer’s
Check if
Paid
signature
self-employed
Preparer’s
Firm’s name (or
EIN
Use Only
yours if self-employed),
Phone no.
(
)
address, and ZIP code
706-QDT
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions for this form.
Cat. No. 12292E
Form
(Rev. 11-2009)

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