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Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. You can check the scheduled release date on our website

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How to fill out form 706 page 1

01

Step 1: Gather all necessary information and documents such as the decedent's personal and financial details, including assets, liabilities, and estate planning documents.

02

Step 2: Start by filling out the basic information on Form 706 Page 1, including the name and address of the decedent, date of death, and executor's details.

03

Step 3: Proceed to Part 1 and fill out the information related to the decedent's personal details, such as Social Security number, date of birth, and citizenship status.

04

Step 4: Complete Part 2 by providing information about the executor or personal representative, including their name, address, and relationship to the decedent.

05

Step 5: Move on to Part 3 and provide details regarding the decedent's assets, including real estate, stocks, bonds, bank accounts, and other valuable possessions.

06

Step 6: Part 4 requires the disclosure of liabilities and debts owed by the decedent, such as mortgages, loans, credit card debts, and taxes.

07

Step 7: Review the completed Form 706 Page 1 for accuracy and make any necessary adjustments or corrections.

08

Step 8: Sign and date the form as the executor or personal representative, certifying the accuracy of the provided information.

09

Step 9: Attach any supporting documents, schedules, or statements required by the IRS to substantiate the reported information.

10

Step 10: Submit the completed Form 706 Page 1 and all attachments to the IRS according to their instructions and guidelines.

11

Step 11: Retain a copy of the form and all supporting documents for your records and future reference.

Who needs form 706 page 1?

01

Form 706 Page 1 is needed by individuals who are acting as executors or personal representatives of a deceased person's estate.

02

It is required for the filing of the federal estate tax return and is used to report the gross estate, deductions, and calculate the estate tax liability.

03

Form 706 Page 1 is typically required when the decedent's estate's value exceeds the filing threshold set by the IRS, which is subject to change each year.

04

It is crucial for individuals responsible for handling the estate to determine if Form 706 Page 1 is necessary based on the estate's value and specific circumstances.

05

Consulting with an attorney or tax professional is recommended to ensure compliance with tax laws and accurate completion of the form.

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What is form 706 page?

Form 706 page 1 is the first page of the United States Estate (and Generation-Skipping Transfer) Tax Return form.

Who is required to file form 706 page 1?

Individuals who have a gross estate valued at or above a certain threshold are required to file form 706 page 1.

How to fill out form 706 page 1?

Form 706 page 1 must be completed with details about the deceased individual's assets, liabilities, and other information related to their estate.

What is the purpose of form 706 page 1?

The purpose of form 706 page 1 is to calculate and report the federal estate tax liability of the deceased individual's estate.

What information must be reported on form 706 page 1?

Information such as the decedent's personal details, property owned, debts owed, and beneficiaries must be reported on form 706 page 1.

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