Form 4422-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the decedent's name, date of death, and legal residence at the time of death in the designated fields.
3. Provide the decedent's social security number (SSN) and indicate whether Form 706 has been filed. If yes, include the filing date and amount of tax paid.
4. Fill out the gross estate values section, detailing real estate, stocks, bonds, and other properties. Ensure you also list any deductions applicable.
5. If property is to be sold or transferred, complete the relevant sections regarding elections made under IRC section 2032A and deferment requests.
6. Sign and date the application at the bottom, providing your relationship to both the applicant and decedent.
7. Attach any required documents as specified in the instructions before submitting your application.

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