Get the free 2013 Form 706 Checklist.xls

Trust & Estates Taxes and Planning Date: May 2011 Volume No.: 1 TM Financial Services Issue No.: 8 Thomas Mole, CPA 201-546-6718 mole opt online.net NJ Estate Simplified Tax System Some labels are

How to fill out 2013 form 706 checklistxls

How to fill out the 2013 Form 706 Checklistxls:

1. First, gather all the necessary information and documents, such as the decedent's personal and financial details, including assets, liabilities, and transfers made during their lifetime.
2. Open the 2013 Form 706 Checklistxls document on your computer using a spreadsheet program.
3. Begin by entering the decedent's name, social security number, and date of death at the top of the form.
4. Follow the checklist provided in the spreadsheet to review each item and ensure accurate completion. This may include sections such as "General Information", "Real Estate", "Stocks and Bonds", "Life Insurance", "Retirement Accounts", and more.
5. For each item listed, gather the necessary information and enter it into the corresponding cells on the spreadsheet. This may include values, account numbers, dates, and other relevant details.
6. Double-check your entries to ensure accuracy and completeness. Make sure all amounts are reported correctly and that no important information is missing.
7. Pay attention to any additional instructions or notes provided in the cells of the spreadsheet. These may provide further guidance or clarify any specific requirements for certain items.
8. Once you have completed all the necessary entries, review the entire form once again to ensure accuracy.
9. Save a copy of the completed form for your own records and also print a hard copy if required.
10. Submit the completed form as per the instructions provided by the relevant tax authority or professional advisor.

Who needs the 2013 Form 706 Checklistxls?

1. Executors or administrators of estates that had a decedent who passed away in 2013 may need the 2013 Form 706 Checklistxls.
2. Individuals responsible for calculating and reporting the estate tax liabilities and filing the relevant tax forms with the Internal Revenue Service (IRS) for estates of decedents who died in 2013 may also require the 2013 Form 706 Checklistxls.
3. Estate planning attorneys, tax professionals, or accountants who assist clients in estate administration and tax filing for 2013 may find the 2013 Form 706 Checklistxls helpful in ensuring accurate and comprehensive reporting for their clients.

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What is form 706 checklistxls?

Form 706 checklistxls is a checklist used to ensure all necessary information is included when filing Form 706, which is the United States Estate (and Generation-Skipping Transfer) Tax Return.

Who is required to file form 706 checklistxls?

Individuals who are responsible for filing Form 706, such as executors or administrators of an estate, are required to use the form 706 checklistxls.

How to fill out form 706 checklistxls?

Form 706 checklistxls should be filled out by reviewing the checklist items and ensuring all required information and documentation is included when preparing and filing Form 706.

What is the purpose of form 706 checklistxls?

The purpose of form 706 checklistxls is to serve as a guide to help individuals ensure they have all the necessary information and documentation to accurately complete and file Form 706.

What information must be reported on form 706 checklistxls?

Information such as details of the decedent, the estate's assets and liabilities, transfers subject to the estate tax, and any applicable deductions or credits must be reported on form 706 checklistxls.