Get Dc Otr D-76 2022-2025

Completing the DC OTR D-76 online is an essential step in managing estate tax for individuals who passed away. This guide provides an easy-to-follow roadmap, ensuring you fill out the form accurately and efficiently.

Follow the steps to successfully complete the DC OTR D-76 online.

1. Use the ‘Get Form’ button to access the D-76 form and open it in the editor.
2. Enter the date of birth and date of death of the decedent in the appropriate fields.
3. Indicate whether you wish to authorize the Office of Tax and Revenue (OTR) to discuss your return with a third party by selecting 'Yes' and entering the name and phone number of the designee.
4. Fill out the estate information section, answering all relevant questions about the estate. If the estate passes entirely to a spouse or a qualified charitable organization, you will complete the D-76EZ instead.
5. Provide the personal representative's information if applicable, entering their name, Identification Number, email, phone, and address in the marked fields.
6. Complete the gross estate section by inputting amounts from the relevant IRS Form 706 schedules.
7. Enter deductions as listed in the instructions, including funeral expenses and debts.
8. Calculate the total gross estate and the total allowable deductions, which MyTax will do automatically as you fill in the values.
9. Review the computed values to ensure accuracy, especially the total gross estate and the taxable estate.
10. If applicable, select the method for your refund deposit by entering the routing number, account type, and account number.
11. Final checks: Ensure all fields are filled properly, review for accuracy, then save changes to download, print, or share the completed form.

Complete your DC OTR D-76 form online today to ensure compliance and timely filing.