2009 form 706-2025

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The document is Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, which must be filed for estates of decedents who died between December 31, 2008, and January 1, 2010. It includes sections for detailing the decedent's information, executor details, estate valuation, deductions, and tax computations. The form requires comprehensive reporting of the gross estate's assets and liabilities, including real estate, stocks, insurance policies, debts, and any transfers made during the decedent's life. Additionally, it outlines elections available to the executor regarding property valuations and tax credits.

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Click 'Get Form' to open IRS Form 706 (Rev. September 2009) in the editor.
Begin with Part 1, where you will enter the decedent's name, Social Security number, and date of death. Ensure accuracy as this information is crucial for identification.
Proceed to Part 2—Tax Computation. Calculate the tentative taxable estate by subtracting allowable deductions from the total gross estate. Use the provided tables for tax calculations.
In Part 3, check any elections made by the executor regarding valuation methods or installment payments. Attach necessary schedules if applicable.
Complete Parts 4 through 6 by providing details on general information, deductions, and credits. Be thorough in listing all relevant assets and liabilities.
Review all entries for accuracy and completeness before finalizing your form.
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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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What was the federal estate tax exemption in 2009?

For Estate Taxes: During the years 2002 through 2009, the estate tax applicable exclusion amount was $1 million in 2002 and 2003, $1.5 million in 2004 and 2005, $2 million in 2006 through 2008, and $3.5 million in 2009.

What was the estate tax in 2008?

Federal Estate and Gift Tax Rates and Exclusions YearEstate Tax ExclusionEstate Tax Initial Rate (Above Exclusion) 2005 $1,500,000 45% 2006 $2,000,000 46% 2007-2008 $2,000,000 45% 2009 $3,500,000 45%34 more rows

Who must file a 706 tax return?

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 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.

When did the estate tax go to 55%?

Like the 2001 legislation, the 2010 legislation had a sunset clause that would return the tax to its 2001 level, 55 percent, in 2013. On New Years Day 2013, Congress made permanent a 40 percent tax on estates in excess of $5 million.

What is the average cost of form 706?

What is the Average Cost of Filing Taxes by Form and Service Tax FormCost per FormAverage Hourly Fees for Filing Tax Form 990 (Exempt Organization) $735 $171.48 Form 1120-S (S Corporation) $903 $179.81 Form 1120 (Corporation) $913 $181.57 Form 706 (Estate) $1,289 $188.6310 more rows Jul 10, 2025

What was the federal estate tax exemption in 2010?

2010 estate tax exemption of $5 million, with a flat 35 percent rate.

Who died in 2010 and paid no estate tax?

Steinbrenner died in 2010 (a year in which there may be no federal estate taxes), his heirs pitched the proverbial perfect game and escaped with a zero estate tax bill.

2009 form 706-2025

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How to fill out 2009 form 706 for 2025 online

See more 2009 form 706 versions

Complete this form in 5 minutes or less

Got questions?

What was the federal estate tax exemption in 2009?

What was the estate tax in 2008?

Who must file a 706 tax return?

What is the main purpose of form 706?

When did the estate tax go to 55%?

People also ask

What is the average cost of form 706?

What was the federal estate tax exemption in 2010?

Who died in 2010 and paid no estate tax?

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2009 form 706-2025

Here's how it works

How to fill out 2009 form 706 for 2025 online

See more 2009 form 706 versions

Complete this form in 5 minutes or less

Got questions?

What was the federal estate tax exemption in 2009?

What was the estate tax in 2008?

Who must file a 706 tax return?

What is the main purpose of form 706?

When did the estate tax go to 55%?

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People also ask

What is the average cost of form 706?

What was the federal estate tax exemption in 2010?

Who died in 2010 and paid no estate tax?

Related links

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