Instructions For Form 706 - 2016 Page 54
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54Have 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?
Entered a Total on all schedules filed?
Made an entry on every line of the Recapitulation, even if it is a zero?
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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