Form 706 2013-2025

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The document is Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, which is used to report the estate tax for decedents who died after December 31, 2012. It includes sections for detailing the decedent's information, executor details, gross estate valuation, deductions, and tax computations. The form also addresses special elections regarding portability of the deceased spousal unused exclusion (DSUE), various schedules for reporting different types of assets and liabilities, and instructions for filing claims related to estate taxes.

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Click 'Get Form' to open IRS Form 706 (2013) in the editor.
Begin with Part 1, entering the decedent's first and last name, social security number, date of birth, and date of death. Ensure accuracy as this information is crucial for identification.
In Part 2, calculate the gross estate by summing all assets. Enter this total on line 1. Follow the instructions carefully to determine deductions and taxable amounts.
Proceed to Part 3 where you will make elections regarding valuation methods. Check 'Yes' or 'No' for each election based on your situation.
Complete Parts 4 through 6 by providing detailed information about debts, expenses, and any applicable credits. Attach necessary schedules as indicated.
Review all entries for accuracy before finalizing. You can print, download, or share the completed form directly from our platform.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (125 Votes)
2018	4.3 Satisfied (163 Votes)
2017	4.3 Satisfied (34 Votes)
2013	4.4 Satisfied (387 Votes)
2012	4.3 Satisfied (65 Votes)
2011	4 Satisfied (52 Votes)
2009	4 Satisfied (42 Votes)
2001	4.4 Satisfied (40 Votes)
1999	4.3 Satisfied (49 Votes)

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How long does the IRS have to audit a Form 706?

In most cases, the statute of limitations the time in which the IRS can conduct and complete an audit is three years from the filing date.

When must you file a 706?

Generally, the estate tax return is due nine months after the date of death. A six-month extension is available if requested prior to the due date and the estimated correct amount of tax is paid before the due date. The gift tax return is due on April 15 following the year in which the gift is made.

What triggers an estate tax filing?

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 tax form used for?

Federal Form 706, also known as the United States Estate (and Generation-Skipping Transfer) Tax Return, is used to report the value of a deceased persons estate and determine the amount of estate tax due, if any. A snapshot of the value of the decedents assets and liabilities is taken on the day of death.

What is the main purpose of Form 706?

The executor of a decedents estate uses Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code. Form 706 is also used to compute the generation-skipping transfer (GST) tax imposed by Chapter 13 on direct skips.

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.

Form 706 2013-2025

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How long does the IRS have to audit a Form 706?

When must you file a 706?

What triggers an estate tax filing?

What is a 706 tax form used for?

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Form 706 2013-2025

Here's how it works

How to fill out Form 706 2013 for 2025 online

See more form 706 2013 versions

Complete this form in 5 minutes or less

Got questions?

How long does the IRS have to audit a Form 706?

When must you file a 706?

What triggers an estate tax filing?

What is a 706 tax form used for?

What is the main purpose of Form 706?

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People also ask

What are the common mistakes when filing form 706?

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