Get the free CT-706/709, 2015 Connecticut Estate and Gift Tax Return. 2015 Connecticut Estate and...

SAVE FORM Department of Revenue Services PO Box 2978 Hartford CT 06104-2978 (Rev. 06/15) PRINT FORM RESET FORM Calendar Year Connecticut Estate and Gift Tax Return ? Complete in blue or black ink

How to fill out CT-706709 Connecticut Estate and Gift Tax

How to fill out CT-706709 Connecticut Estate and Gift Tax

1. Gather all necessary documents, including the decedent's will, death certificate, and financial information.
2. Complete the personal information section: Provide the decedent's name, address, date of death, and other identifying details.
3. List all assets: Include all real estate, bank accounts, investments, and personal property owned by the decedent at the time of death.
4. Calculate the value of the estate: Determine the fair market value of all assets, ensuring to include any liabilities such as debts or mortgages.
5. Complete the deductions section: Include any allowable deductions for funeral expenses, debts, or estate administrative costs.
6. Calculate the net taxable estate: Subtract total deductions from the total value of the estate to determine the taxable amount.
7. Fill in the gift information: If applicable, report any gifts made by the decedent within a specified period before death.
8. Review and verify all entries for accuracy before submission.
9. Sign and date the form before mailing it to the Connecticut Department of Revenue Services.

Who needs CT-706709 Connecticut Estate and Gift Tax?

1. Beneficiaries of a decedent's estate who are responsible for ensuring estate taxes are filed.
2. Executors and administrators of estates who are tasked with handling the estate's financial matters.
3. Individuals involved in the estate planning process that may have taxable gifts to report.

For pdfFiller’s FAQs

How can I send CT-706709 Connecticut Estate and Gift Tax to be eSigned by others?

Once your CT-706709 Connecticut Estate and Gift Tax is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

How do I complete CT-706709 Connecticut Estate and Gift Tax online?

pdfFiller has made it simple to fill out and eSign CT-706709 Connecticut Estate and Gift Tax. The application has capabilities that allow you to modify and rearrange PDF content, add fillable fields, and eSign the document. Begin a free trial to discover all of the features of pdfFiller, the best document editing solution.

How can I fill out CT-706709 Connecticut Estate and Gift Tax on an iOS device?

Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your CT-706709 Connecticut Estate and Gift Tax, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.

What is CT-706709 Connecticut Estate and Gift Tax?

CT-706709 is a tax form used to report the estate and gift tax obligations of individuals in Connecticut. It assesses taxes on the transfer of estates above a certain threshold.

Who is required to file CT-706709 Connecticut Estate and Gift Tax?

Individuals who are responsible for the estate of a decedent whose gross estate exceeds the Connecticut estate tax threshold are required to file the CT-706709.

How to fill out CT-706709 Connecticut Estate and Gift Tax?

To fill out CT-706709, individuals must provide details of the decedent's assets, deductions, and any applicable exemptions. It should be completed accurately and submitted to the Connecticut Department of Revenue Services.

What is the purpose of CT-706709 Connecticut Estate and Gift Tax?

The purpose of CT-706709 is to calculate and collect estate and gift taxes owed to the state of Connecticut, ensuring compliance with state tax laws.

What information must be reported on CT-706709 Connecticut Estate and Gift Tax?

The CT-706709 requires reporting of the decedent's gross estate value, deductions, debts, any taxable gifts made in the past, and the calculation of the tax due.