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The document provides detailed instructions for completing Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, applicable for decedents dying after December 31, 2016. It outlines the purpose of the form, filing requirements, and specific instructions for various schedules related to estate valuation, deductions, and taxes. Key topics include executor responsibilities, tax computation methods, portability of deceased spousal unused exclusion (DSUE), and penalties for late filing. The document also includes reminders about necessary attachments and provides a checklist to ensure completeness before submission.

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What is considered an expense of the estate?

Fees paid to the fiduciary for administering the estate; Attorney, accountant, and return preparer fees; Expenses incurred for the management, conservation, or maintenance of property; Expenses in connection with the determination, collection, or refund of the estates tax liability.

What assets are included on form 706?

Form 706 | A Basic Understanding It involves an in-depth declaration of the decedents assets and surviving spouse, including but not limited to real estate tax return, stocks and bonds, business interests, and other tangible and intangible properties.

What expenses qualify for deductions?

If you itemize, you can deduct these expenses: Bad debts. Canceled debt on home. Capital losses. Donations to charity. Gains from sale of your home. Gambling losses. Home mortgage interest. Income, sales, real estate and personal property taxes.

What is the exemption amount for form 706?

Form 706 must be filed by the executor of the estate of every U.S. citizen or resident: Whose gross estate, adjusted taxable gifts, and specific exemptions total more than the exclusion amount: $12.92 million for decedents who died in 2023 ($13.61 million in 2024), or3.

What executor expenses are tax deductible?

If you incurred expenses managing the estate, you can deduct those on the estates tax return. These might include costs like attorney or accountant fees or the cost to use a service. The estate can also deduct any executor fees it paid you for the services you provided as personal representative of the estate.

Who signs form 706 if no executor?

For example, if no executor is appointed for a decedents estate, but the decedents assets have valid beneficiary designations naming the decedents surviving spouse, or if the decedent owned all assets in joint tenancy with the surviving spouse, the surviving spouse will be in actual or constructive possession of the

What expenses can be deducted on form 706?

General. Funeral expenses. Executors commissions. Attorney fees. Interest expense. Miscellaneous expenses.

What expenses are deductible on an estate tax return?

These deductible expenses include accounting fees to prepare your final income tax return, income tax returns for your estate or trust, and your estate tax return, if necessary. They also include attorney fees, executor fees, trustee fees, and probate costs necessary to administer your property and affairs.

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