Get Ma Dor M-706 2023-2025

The Massachusetts estate tax return, known as the M-706 form, is essential for estates of individuals who passed away on or after January 1, 2023. This guide will provide you with a clear and supportive walkthrough for filling out this crucial document online.

Follow the steps to accurately complete the MA DoR M-706 form online.

1. Press the ‘Get Form’ button to download the M-706 form and open it in your preferred editor.
2. Begin by entering the name of the decedent, their date of death in mm/dd/yyyy format, and their Social Security number. Additionally, provide the street address, city or town, state, zip code, country, and county of the probate court for the decedent.
3. Fill in the details of the executor or personal representative, including their name, designation, phone number, street address, city or town, state, zip code, and country.
4. If applicable, indicate whether Form M-4768 or Form M-4422 has been previously filed. Also, declare if this return is an amended one, either due to a federal change or any other reason.
5. In the declaration section, ensure that the personal representative's signature, title, and date are correctly included, affirming the accuracy of the information provided under the penalties of perjury.
6. Complete the detailed sections regarding marital status and any applicable insurance and property ownership related to the decedent. Make sure to attach any necessary forms as indicated.
7. Calculate the tentative Massachusetts estate tax by providing the total gross estate and allowable deductions as requested in the form. Ensure you add the relevant details from the prompt fields.
8. Finalize your entries by reviewing all sections for completeness and accuracy, then save your changes, download the completed form, or print it for submission.

Fill out your MA DoR M-706 form online today for a smooth filing experience.