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This guide provides helpful tax tips for preparing the Form 706 - Estate (and Generation-Skipping Transfer) Tax package.

Please note the following timing and filing support details:

Use SureFire 2019 for persons who died before January 1, 2019, and after December 31, 2018.
For any person that dies during the year of 2020, SureFire 2019 should be used.
The 706 package is normally released in September each year (this is when the IRS updates the forms).
There is a special release for this package after all of the laser forms are approved by the IRS.
Form 706 is due nine months after the date of death.
The IRS does not support e-filing for Form 706.

📋 Form 706 Package Tips

Use this when you need to confirm which software version to use, when the package is released, and when the return is due.

Use this when you need to enter decedent and executor information, and set up state and address changes.

Fill out Form 706, page 1 for information about the decedent; as well as for the executor of the estate.

To add a state to the return, enter the state abbreviation under line 5, or press F3 to get the red out of the entry.
If a change of address is needed, you must complete Form 8822; which is located in the Miscellaneous package.
The total gross estate less the exclusion is calculated on line 1, which comes from Form 706, page 3, Part 5, line 12.
The total allowable deductions on line 2 are calculated from Form 706, page 3, line 22.

Use this when you need to answer questions regarding the executor.

Part 3

Answer the questions regarding the executor. If you answer "No"" to question 1

The original article does not list specific troubleshooting items. If you run into issues while completing Form 706, contact support for help.

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

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