Get Form-ct-706-nt-fillable0624-final.pdf - Ct.gov

This guide provides clear, step-by-step instructions for filling out the Connecticut estate tax return for nontaxable estates, known as Form CT-706 NT. Whether you are familiar with estate documents or not, this comprehensive manual aims to assist you in accurately completing the form online to ensure compliance and ease of submission.

Follow the steps to accurately complete the form online.

1. Use the ‘Get Form’ button to obtain the document and open it in an appropriate editing tool.
2. Begin by providing the decedent's full name and address in the designated fields at the top of the form. Ensure that you include the complete address, including city, state, and ZIP code.
3. In Section 1, input the decedent's date of death and indicate whether the decedent was a resident or nonresident. Check the relevant box as applicable.
4. Answer the general questions in Section 1 by selecting 'Yes' or 'No' for each question. Be thorough as this information is crucial for the proper evaluation of the estate.
5. Proceed to Section 2 and enter the Social Security Number (SSN) and Federal Employer ID Number (FEIN) if applicable. You may check the box if this is an amended return.
6. In Section 3, report all properties owned solely by the decedent. Complete each item by providing the description of the property, its fair market value at the date of death, and the percentage of ownership.
7. Continue to report on jointly-owned properties and those passing other than by will in Section 3, Part 2, following the same format as in Step 6.
8. For life insurance proceeds under Part 3, provide descriptions for each policy and report the full proceeds from each policy held by the decedent.
9. In Section 4, compute the total gross estate for Connecticut estate tax purposes by adding all applicable values from the previous sections and accurately entering them in the designated spaces.
10. Once all sections are filled out and reviewed for accuracy, save your changes and choose to either download, print, or share the completed form as needed.

Complete your estate tax return online today to ensure timely and compliant filing.