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Form m 706 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the decedent's name, date of death, and Social Security number in the designated fields.
  3. Fill in the street address, city/town, state, zip code, and country where the decedent resided at the time of death.
  4. Provide details about the executor or personal representative, including their name, contact information, and address.
  5. Indicate if any relevant forms (M-4768 or M-4422) have been filed by checking the appropriate boxes.
  6. Complete sections regarding marital status and any life insurance policies not included in the gross estate.
  7. Proceed to calculate total gross estate and allowable deductions as outlined in Parts 1 through 6 of the form.
  8. Review all entries for accuracy before signing and dating the declaration section at the end of the form.

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m706 massachusetts

Form 706 (Rev. July 1999)

You must complete Schedule M and file it with the return if you claim a deduction. Schedule M all property interests surviving spouse and are included in the

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DOR Estate Tax Forms and Instructions

Form M-706 (PDF): Massachusetts Estate Tax Return - For decedents who died on or after August 1, 2025

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