4421
Declaration Executor's Commissions and Attorney's Fees
14 fields, 2 pages
706 Sch. U
Qualified Conservation Easement Exclusion
23 fields, 1 page
1310
Statement of Person Claiming Refund Due a Deceased Taxpayer
25 fields, 2 pages
15107
Information Request for a Deceased Taxpayer (Spanish Version)
17 fields, 1 page
8855
Election To Treat a Qualified Revocable Trust as Part of an Estate
23 fields, 4 pages
706 Sch. P
Credit for Certain Foreign Taxes
26 fields, 1 page
8892
Application for Automatic Extension of Time To File Form 709 or Form 709-NA and/or Payment of Gift/Generation-Skipping Transfer Tax
30 fields, 1 page
4768
Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
35 fields, 1 page
706 Sch. Q
Credit for Tax on Prior Transfers
42 fields, 1 page
1041-QFT
U.S. Income Tax Return for Qualified Funeral Trusts
59 fields, 1 page
4970
Tax on Accumulation Distribution of Trusts
63 fields, 2 pages
4808
Computation of Credit for Gift Tax
46 fields, 1 page
4422
Application for Certificate Discharging Property Subject to Estate Tax Lien
57 fields, 4 pages
1041-T
Allocation of Estimated Tax Payments to Beneficiaries (Under Code section 643(g))
57 fields, 2 pages
5495
Request for Discharge from Personal Liability Under Internal Revenue Code Section 2204 or 6905
80 fields, 3 pages
712
Life Insurance Statement
91 fields, 3 pages
1041-ES
Estimated Income Tax for Estates and Trusts
116 fields, 7 pages
706-CE
Certificate of Payment of Foreign Death Tax
111 fields, 2 pages
706 Sch. R-1
Generation-Skipping Transfer Tax
121 fields, 3 pages
706 Sch. K
Debts, Mortgages, and Liens
132 fields, 2 pages
1041
U.S. Income Tax Return for Estates and Trusts
173 fields, 3 pages
706 Sch. L
Net Losses During Administration and Expenses Incurred in Administering Property Not Subject to Claims
137 fields, 2 pages
706 Sch. M
Bequests, etc., to Surviving Spouse
157 fields, 2 pages
706 Sch. O
Charitable, Public, and Similar Gifts and Bequests
168 fields, 2 pages
8971
Information Regarding Beneficiaries Acquiring Property From a Decedent
196 fields, 2 pages
706-GS
Generation-Skipping Transfer Tax Return For Distributions
191 fields, 2 pages
1041-N
U.S. Income Tax Return for Electing Alaska Native Settlement Trusts
226 fields, 4 pages
8971 Sch. A
Beneficiary Information Regarding Property Acquired From a Decedent
237 fields, 2 pages
706 Sch. F
Other Miscellaneous Property Not Reportable Under Any Other Schedule
227 fields, 2 pages
706 Sch. A
Real Estate
223 fields, 2 pages
706 Sch. H
Powers of Appointment
228 fields, 2 pages
706 Sch. R
Generation-Skipping Transfer Tax
216 fields, 3 pages
706 Sch. I
Annuities
230 fields, 2 pages
706 Sch. C
Mortgages, Notes, and Cash
233 fields, 2 pages
706 Sch. D
Insurance on the Decedent's Life
233 fields, 2 pages
706-NA
United States Estate (and Generation-Skipping Transfer) Tax Return Estate of Nonresident Not a Citizen of the United States
259 fields, 3 pages
706 Sch. E
Jointly Owned Property
265 fields, 2 pages
706 Sch. G
Transfers During the Decedent's Lifetime
268 fields, 2 pages
706 Sch. W
Continuation Schedule for Form 706 Schedules
303 fields, 2 pages
706-GS
Generation-Skipping Transfer Tax Return For Terminations
287 fields, 6 pages
706 Sch. B
Stocks and Bonds
323 fields, 2 pages
706
United States Estate (and Generation-Skipping Transfer) Tax Return
316 fields, 5 pages
706 Sch. PC
Protective Claim for Refund
354 fields, 3 pages
706-GS
Notification of Distribution From a Generation-Skipping Trust
386 fields, 5 pages
706-A
United States Additional Estate Tax Return
464 fields, 5 pages
709-NA
United States Gift (and Generation-Skipping Transfer) Tax Return of Nonresident Not a Citizen of the United States
889 fields, 8 pages
706 Sch. T
Section 2032A Property Valuation
858 fields, 8 pages
706-QDT
U.S. Estate Tax Return for Qualified Domestic Trusts
896 fields, 6 pages
708
United States Return of Tax for Gifts and Bequests Received From Covered Expatriates
1,044 fields, 10 pages
709
United States Gift (and Generation-Skipping Transfer) Tax Return
1,851 fields, 10 pages
1041-A
U.S. Information Return Trust Accumulation of Charitable Amounts
142 fields, 4 pages
1041
Capital Gains and Losses
87 fields, 2 pages
1041
Alternative Minimum Tax—Estates and Trusts
85 fields, 3 pages
1041
Accumulation Distribution for Certain Complex Trusts
174 fields, 2 pages
1041
Beneficiary's Share of Income, Deductions, Credits, etc.
74 fields, 2 pages
1041-V
Payment Voucher for Estates and Trusts
7 fields, 2 pages
15107
Information Request for a Deceased Taxpayer
18 fields, 1 page
4810
Request for Prompt Assessment Under Internal Revenue Code Section 6501(d)
62 fields, 2 pages
56
Notice Concerning Fiduciary Relationship
72 fields, 2 pages
56-F
Notice Concerning Fiduciary Relationship of Financial Institution
44 fields, 1 page
706 Sch. J
Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims
134 fields, 2 pages
8960
Net Investment Income Tax—Individuals, Estates, and Trusts
38 fields, 1 page
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Estates, gifts & trusts FAQs
What forms are in this topic?
It holds 62 IRS forms, such as 4421, 706 Sch. U, and 1310.
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