Get the free 2018, Form OR-706, Oregon Estate Transfer Tax Return, 150-104-001

Clear form2018 Form OR706Office use only Page 1 of 3, 150104001 (Rev. 0718)17511801010000Oregon Department of Revenue Oregon Estate Transfer Tax ReturnAmended ReturnSubmit original form do not submit

How to fill out 2018 form or-706 oregon

How to fill out 2018 form or-706 oregon

1. To fill out 2018 form OR-706 Oregon, follow these steps:
2. Obtain a copy of the form: You can download the form from the Oregon Department of Revenue website or request a physical copy by mail.
3. Gather all necessary information: You will need details about the deceased person's assets, liabilities, and transfers made during their lifetime.
4. Complete the general information section: Fill in the decedent's personal information such as name, SSN, date of death, and the name and contact information of the personal representative.
5. Provide asset information: List all assets owned by the decedent at the time of their death, including real estate, bank accounts, investments, vehicles, business interests, etc. Include the fair market value of each asset.
6. Include liability information: Indicate any outstanding debts or liabilities of the decedent, such as mortgages, loans, credit card debts, etc.
7. Report gifts and transfers: If the decedent made any gifts or transfers during their lifetime, report them in this section.
8. Calculate the tax: Use the provided worksheets and instructions to determine the tentative tax on the estate.
9. Complete the tax computation and payment information: Calculate the total tax due on the estate and provide payment details.
10. Sign and date the form: Make sure the personal representative signs and dates the completed form.
11. Retain a copy: Keep a copy of the filled-out form OR-706 Oregon for your records.
12. Note: It's always recommended to consult with a tax professional or attorney familiar with estate tax laws to ensure accurate completion of the form.

Who needs 2018 form or-706 oregon?

1. Form OR-706 Oregon is required to be filed by the personal representative of the estate of a decedent who was a resident of Oregon or owned property in Oregon at the time of their death.
2. If the value of the decedent's estate exceeds the Oregon estate tax exemption threshold, the personal representative needs to file form OR-706 to report and pay the estate tax.
3. It is important to note that estate tax laws are subject to change, so it is advisable to refer to the most recent guidelines provided by the Oregon Department of Revenue or seek professional advice.

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What is form or-706 oregon estate?

Form OR-706 Oregon estate is a tax form used to report the estate tax due for Oregon estates.

Who is required to file form or-706 oregon estate?

Individuals who are the executors of an estate with assets located in Oregon are required to file form OR-706 Oregon estate.

How to fill out form or-706 oregon estate?

Form OR-706 Oregon estate can be filled out by providing detailed information about the assets and liabilities of the estate, as well as any deductions or credits that may apply.

What is the purpose of form or-706 oregon estate?

The purpose of form OR-706 Oregon estate is to calculate and report the estate tax owed to the state of Oregon.

What information must be reported on form or-706 oregon estate?

Information such as the value of the estate assets, any debts or liabilities, and any deductions or credits that apply must be reported on form OR-706 Oregon estate.