Get Instructions For 706 (rev. July 1999)

Filling out the Instructions For 706 (Rev. July 1999) online can seem daunting, but with a clear understanding of each step, you can navigate the process efficiently. This guide offers comprehensive insights to help you complete the estate tax return accurately and confidently.

Follow the steps to complete the form correctly.

1. Press the ‘Get Form’ button to obtain the form and open it in the online editor.
2. Start by filling in the decedent's information, including their name and social security number in the designated fields.
3. Record the name and contact details of the executor. Ensure to provide an accurate and current address.
4. Complete the sections regarding the gross estate and any taxable gifts. Make sure to sum up the adjusted values accurately.
5. Utilize the appropriate schedules, such as Schedules A through I, to substantiate your entries in the Recapitulation section.
6. If applicable, indicate any elections by the executor in Part 3. Include details of elections such as alternate valuation and special use valuation.
7. Attach any necessary supplemental documents, such as a death certificate or a copy of the will if the decedent died testate.
8. Review all entered data for accuracy and completeness. Ensure that all totals on the schedules match those in the Recapitulation section.
9. Save your changes and choose to download, print, or share the completed form as needed.

Complete your tax documents online to stay organized and ensure compliance.