Get Ia Dor 706 2024-2025

Filling out the IA DoR 706 form online can seem complicated, but with clear guidance, you can navigate the process with ease. This form is essential for reporting inheritance tax in Iowa and involves detailed information regarding the decedent and their estate.

Follow the steps to complete the IA DoR 706 form online.

1. Press the ‘Get Form’ button to access the IA DoR 706 form and open it in your online editor.
2. Begin by filling in the decedent’s first name, middle initial, and last name in the designated fields. Ensure you include their last address, city, state, ZIP code, and Social Security Number (SSN).
3. Provide the estate's federal employer identification number and the decedent's age at the time of death, as well as the date of death in the required format (MM/DD/YYYY).
4. Input the name of the executor and their SSN, along with their mailing address, city, state, and ZIP code.
5. Choose the Iowa county where the will was probated or where the estate is being administered, and enter the probate number.
6. If authorized, designate a power of attorney by filling in the person's name, phone number, SSN/ITIN/PTIN/IAN, email, and mailing address.
7. If applicable, complete the section for tax disclosure designating someone who can receive confidential state tax information, following the same details as for the power of attorney.
8. Proceed to compute the shares and tax on the net estate. Include all relevant values from the specified schedules, ensuring that total shares equal the net estate.
9. Fill in any deductions allowed and calculate the total due by following the structured lines of computation on the form.
10. When all fields are filled out correctly, save your changes, download the completed document, and consider printing or sharing it as needed.

Complete your IA DoR 706 form online today to ensure timely and accurate filing!