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The New York State Society of Certified Public AccountantsWestchester Chapter Newsletter April 2018 HYSSOP Westchester Chapters 18th Annual Estate, Tax and Financial Planning Conference June 11, 2018,

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How to fill out 18th annual estate tax

01

Gather all the necessary documents such as the decedent's financial records, property appraisals, and any relevant tax forms.

02

Calculate the total value of the decedent's estate, which includes all assets and debts at the time of their death.

03

Fill out Form 706, the federal estate tax return, by providing detailed information about the decedent and their estate.

04

Include any applicable deductions and exclusions on Form 706 to reduce the taxable amount of the estate.

05

Submit the completed Form 706 to the Internal Revenue Service (IRS) along with any required supporting documentation.

06

Pay any estate taxes owed to the IRS based on the value of the estate.

07

Consult with a tax professional or estate planning attorney for assistance with navigating the complexities of the estate tax process.

Who needs 18th annual estate tax?

01

Individuals who have a total estate value exceeding the federal estate tax exemption threshold, which was $11.7 million in 2021.

02

Beneficiaries of the estate who are responsible for fulfilling the estate tax obligations.

03

Executors of the estate who are appointed to handle the financial affairs and tax matters of the deceased individual.

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What is 18th annual estate tax?

The 18th annual estate tax is a tax imposed on the transfer of the estate of a deceased person.

Who is required to file 18th annual estate tax?

The executor or administrator of the deceased person's estate is required to file the 18th annual estate tax.

How to fill out 18th annual estate tax?

The 18th annual estate tax is typically filled out using Form 706 provided by the IRS.

What is the purpose of 18th annual estate tax?

The purpose of the 18th annual estate tax is to collect revenue from the transfer of wealth from one generation to another.

What information must be reported on 18th annual estate tax?

Information such as the total value of assets in the estate, deductions, and credits must be reported on the 18th annual estate tax.

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