Get Fillable Form As 2801 Puerto Rico

The Fillable Form As 2801 is a crucial document for filing the estate tax return for nonresidents or United States citizens residing in Puerto Rico. This guide provides comprehensive and clear instructions on how to complete this form online, ensuring users can navigate the process with ease.

Follow the steps to complete the Fillable Form As 2801 online.

1. Click the ‘Get Form’ button to access the Fillable Form As 2801. This will allow you to open the form in your online editor.
2. Begin by entering the decedent's first name, middle initial, and last name in the designated fields. Ensure that these details match official documents.
3. Provide the date of death in the specified format. This is a critical date for tax purposes.
4. Fill in the social security number of the decedent, as well as details about their place of death, citizenship, and residence at the time of death.
5. Enter the business or occupation of the decedent in the appropriate section.
6. Complete the information regarding the executor or administrator, including names, addresses, and telephone numbers, for both those in Puerto Rico and outside Puerto Rico.
7. Answer the questionnaire, indicating 'Yes' or 'No' for each question about the decedent's estate, including details about properties, businesses, and trusts.
8. In 'Schedule A', provide a complete description of real property and any other assets, including stock and bonds, along with their values at the date of death.
9. Proceed to 'Schedule B' to compute the taxable estate. Enter necessary financial values, deductions, and calculate your net estate tax, following the instructions carefully.
10. Review all information entered for accuracy. Once completed, users can save changes, download a copy, print the form, or share it as needed.

Complete your estate tax return online to ensure compliance and ease of filing.