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Form 706-A (Rev September 2013) United States Additional Estate Tax Return - irs ustreas

Form 706-A (Rev September 2013) United States Additional Estate Tax Return - irs ustreas-2025

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Form 706-A is the United States Additional Estate Tax Return used to report dispositions or cessations of qualified use under section 2032A of the Internal Revenue Code. It includes sections for general information about the qualified heir and decedent, tax computation details, and schedules for reporting specially valued property, involuntary conversions, and transfers to family members. The form aims to facilitate the calculation of estate taxes related to specially valued properties.

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How to use or fill out Form 706-A (Rev September 2013) United States Additional Estate Tax Return

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Click ‘Get Form’ to open it in the editor.
Begin with Part I by entering the name, social security number, and address of the qualified heir. Ensure accuracy as this information is crucial for identification.
Fill in the decedent’s details including their name, social security number, and date of death. This section establishes the context for the estate tax return.
Proceed to Part II for tax computation. Complete Schedules A and B first, then input values at date of death for specially valued property that passed from decedent to qualified heir.
Calculate the estate tax by following the instructions provided on lines 1 through 15. Be meticulous with your calculations to ensure compliance with IRS regulations.
If applicable, complete Schedule C for dispositions to family members of the qualified heir, ensuring all required agreements are attached.

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What is IRS Form 706 A?

Purpose of Form An heir must use Form 706-A to report the additional estate tax imposed by section 2032A(c) for an early disposition of specially valued property or for an early cessation of a qualified use of specially valued property.

What does code 706 mean on an IRS transcript?

This code indicates that Form 706, which is used to determine the amount of the estate tax, has been accepted as filed and an examination has been concluded.

What are the common mistakes when filing form 706?

At our firm, we frequently encounter these errors that can put families at risk: Not filing Form 706 because the estate falls below the exemption threshold. Incomplete or inaccurate asset valuations that trigger IRS audits. Missing critical deadlines for filing or requesting extensions.

Do I have to report the sale of inherited property to the IRS?

How to report the taxable portion of the sale of inherited property. Upon selling an inherited asset, if the inherited property produces a gain, you must report it as income on your federal income tax return.

Who has to file a form 706 with the IRS?

An estate tax return (Form 706) must be filed if the gross estate of the decedent (who is a U.S. citizen or resident), increased by the decedents adjusted taxable gifts and specific gift tax exemption, is valued at more than the filing threshold for the year of the decedents death, as shown in the table below.

What is a 706 estate tax return used for?

As mentioned above, Form 706 is a tax form used while executing or probating an estate. This form is used by the executor, administrator, or trustee of an estate to calculate estate taxes, including the generation-skipping transfer tax. This form is only used in estates of certain values or higher.

What is the benefit of filing form 706?

Form 706 ensures that estate taxes are adequately assessed for larger estates, while Form 1041 helps report the estates income during the settlement process. By understanding these differences, executors and administrators can better manage estate obligations.

Form 706-A (Rev September 2013) United States Additional Estate Tax Return - irs ustreas-2025

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