Ia 706 fillable form 2026

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The IA 706 Iowa Inheritance Tax Return document is a form used to report the inheritance tax for estates in Iowa. It requires detailed information about the decedent, including personal details, estate values, deductions, and beneficiary information. The form includes sections for computing shares and taxes on the net estate, as well as options for power of attorney authorization. Additionally, it addresses various scenarios regarding marital status, children, and elections related to federal estate tax provisions.

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Click ‘Get Form’ to open the IA 706 Iowa Inheritance Tax Return in our editor.
Begin by entering the decedent’s first and last name, along with their last address, city, state, ZIP code, and Social Security Number (SSN). This information is crucial for identifying the estate.
Fill in the details of the executor, including their name, SSN, mailing address, and the Iowa county where the will was probated. Ensure accuracy as this person will manage the estate's tax obligations.
In the 'Computation of Shares and Tax on Net Estate' section, carefully input values from various schedules. Start with real estate values and total all other property reported. Make sure these totals align with your calculations.
Complete any additional fields regarding marital status, children born after the last will execution, and any elections related to federal estate tax returns. Each selection may impact tax calculations.

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Versions	Form popularity	Fillable & printable
2023	4.8 Satisfied (24 Votes)
2022	4.9 Satisfied (33 Votes)
2021	4.8 Satisfied (237 Votes)
2020	4.3 Satisfied (178 Votes)
2019	4 Satisfied (59 Votes)
2018	4.3 Satisfied (99 Votes)
2017	4.2 Satisfied (62 Votes)
2014	4.3 Satisfied (104 Votes)
2013	4.3 Satisfied (44 Votes)
2012	4 Satisfied (49 Votes)
2011	4 Satisfied (48 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you electronically file Form 706?

This will be available to electronically file in our system beginning in Tax Year 2025. Any returns that need filed for Tax year 2024, will need to be paper filed. Form 706 -Estate Tax Return is projected by the IRS to be available for electronic filing in Tax Year 2026.

Does every estate have to file a form 706?

Do all estates have to file Form 706? No, not all estates need to file Form 706. Only estates with gross assets and prior taxable gifts exceeding the annually determined exemption amount are required to file this form. For 2023, this threshold is set at $12.92 million, or $13.61 million in 2024.

Where to file IRS form 706?

Where to file Form NumberWhere to File after July 1, 2019 706 Department of the Treasury Internal Revenue Service Center Kansas City, MO 64999 706 (supplemental or amended) Department of the Treasury Internal Revenue Service Stop 824G 7940 Kentucky Drive Florence, KY 41042-291531 more rows Aug 4, 2025

What forms does the IRS not accept electronically?

Forms not eligible for e-filing Dual-Status Return or Dual-Status Statement. Form 56, Notice concerning fiduciary relationship. Form 433-F, Collection Information Statement. Form 8283, Noncash Charitable Contributions. Form 8873, Extraterritorial Income Exclusion. Form 14039, Identity Theft Affidavit.

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.

Is Iowa phasing out inheritance tax?

Update: Iowa has repealed its inheritance tax for deaths occurring on or after January 1, 2025. For deaths in 2021-2024, Iowa imposed an inheritance tax but reduced the tax rate by 20% each year.

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

Ia 706 fillable form 2026

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