Get Form 706 (rev. August 1993)

Filling out Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, can seem overwhelming. This guide will provide clear and comprehensive steps to help you complete the form online accurately and efficiently.

Follow the steps to complete Form 706 online.

1. Click ‘Get Form’ button to access the form and open it in the editor.
2. Begin by filling in Part 1, Decedent and Executor. Enter the decedent's first name, last name, and social security number as required in the respective fields.
3. Provide the domicile information of the decedent at the time of death, along with the year domicile was established.
4. Fill out the date of death and the date of birth of the decedent in the specified fields.
5. Enter the executor's name and address in Part 1, ensuring to include their social security number.
6. Move to Part 2, Tax Computation, and complete the total gross estate and allowable deductions based on the information provided from subsequent sections of the form.
7. Continue to fill in any additional applicable schedules, such as Schedules A through O, answering yes/no questions and including details as necessary.
8. Review all filled sections for accuracy. Ensure that all required attachments and copies of documents are linked to your submission.
9. Once satisfied with all entries, save the changes to the document. You may also download, print, or share the finalized form as needed.

Complete your Form 706 online to ensure accurate estate tax reporting.