Get the free 2017 Form OR-706-R

Clear form2017 Form OR706R Page 1 of 2, 150104007 (Rev. 0717)Office use only17571701010000Oregon Department of RevenueRepayment of Oregon Natural Resource Credit Submit original form do not submit

How to fill out 2017 form or-706-r

How to fill out 2017 form or-706-r

1. To fill out the 2017 Form OR-706-R, follow these steps:
2. Obtain a copy of the form from the Internal Revenue Service (IRS) website or from any IRS office.
3. Read the instructions provided with the form carefully to understand the requirements and necessary information.
4. Gather all the necessary documents and information needed to complete the form, such as the decedent's personal and financial information, including assets and liabilities.
5. Begin filling out the form by providing basic information about the decedent, such as their name, Social Security number, and date of death.
6. Proceed to complete the sections regarding the estate's assets, including a detailed inventory of all assets with their respective fair market values.
7. Calculate the estate tax owed by following the instructions provided in the form. This may involve determining the applicable exclusion and applying tax rates.
8. If necessary, complete additional sections of the form related to generation-skipping transfer tax, including any necessary allocations or elections.
9. Review the completed form for accuracy and completeness, ensuring all necessary schedules and attachments are included.
10. Sign the form and date it, certifying that the information provided is true and accurate to the best of your knowledge.
11. Keep a copy of the completed form and all supporting documents for your records. Submit the original form and any required payment to the address provided in the instructions.
12. Consider consulting a tax professional or estate attorney for guidance and assistance throughout the process.
13. Please note that this information is a general overview and may not cover all specific circumstances. It is always recommended to refer to the instructions provided with the actual form for detailed guidance.

Who needs 2017 form or-706-r?

1. The 2017 form OR-706-R is typically required by individuals responsible for filing the federal estate tax return for a decedent who passed away in 2017.
2. It is primarily used to report and calculate the estate tax owed by the decedent's estate to the Internal Revenue Service (IRS).
3. This form is required if the decedent's estate meets certain thresholds specified by the IRS, such as the value of the estate's assets exceeding the applicable exclusion amount.
4. Additionally, individuals who may be responsible for filing this form include estate administrators, executors, or personal representatives who are handling the decedent's estate.
5. It is important to note that the specific requirements for filing the form OR-706-R may vary based on individual circumstances and applicable tax laws. It is recommended to consult with a tax professional or estate attorney for personalized guidance.
6. The form OR-706-R is also used to calculate and report any generation-skipping transfer tax, which is applicable when transferring assets to beneficiaries who are more than one generation below the decedent.

For pdfFiller’s FAQs

Can I create an electronic signature for the 2017 form or-706-r in Chrome?

Yes. You can use pdfFiller to sign documents and use all of the features of the PDF editor in one place if you add this solution to Chrome. In order to use the extension, you can draw or write an electronic signature. You can also upload a picture of your handwritten signature. There is no need to worry about how long it takes to sign your 2017 form or-706-r.

How do I fill out the 2017 form or-706-r form on my smartphone?

The pdfFiller mobile app makes it simple to design and fill out legal paperwork. Complete and sign 2017 form or-706-r and other papers using the app. Visit pdfFiller's website to learn more about the PDF editor's features.

How can I fill out 2017 form or-706-r on an iOS device?

Download and install the pdfFiller iOS app. Then, launch the app and log in or create an account to have access to all of the editing tools of the solution. Upload your 2017 form or-706-r from your device or cloud storage to open it, or input the document URL. After filling out all of the essential areas in the document and eSigning it (if necessary), you may save it or share it with others.

What is form or-706-r?

Form OR-706-R is a United States Estate (and Generation-Skipping Transfer) Tax Return for qualified decedents who died in 2001.

Who is required to file form or-706-r?

The executor or administrator of the estate of a qualified decedent who died in 2001 is required to file Form OR-706-R.

How to fill out form or-706-r?

Form OR-706-R must be filled out accurately and completely, following the instructions provided by the IRS for completing the form.

What is the purpose of form or-706-r?

The purpose of Form OR-706-R is to report and calculate the estate tax and generation-skipping transfer tax due on the estate of a qualified decedent who died in 2001.

What information must be reported on form or-706-r?

Form OR-706-R requires information about the decedent, the estate, and the beneficiaries, as well as details about assets and liabilities.