Ct 706 709 instructions 2026

1. Click ‘Get Form’ to open the CT-706/709 in the editor.
2. Begin by entering taxpayer information, including name, address, and Social Security Number in the designated fields.
3. For Section 1 (Gift Tax), determine if you need to file based on federal requirements. If required, report all gifts exceeding annual exclusions made during the year.
4. In Section 2 (Estate Tax), enter the decedent's date of death and complete the estate value calculations as per provided guidelines.
5. Review each section carefully, ensuring all necessary attachments are included, such as federal Forms 706 and 709.
6. Once completed, save your document and utilize our platform’s features to sign and distribute your form efficiently.

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