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🔍 SureFire FAQ for 706/709 (Estate) returns

Use this guide to find quick answers about Form 706 Estate returns in SureFire.

Q: What is 706 Estate used for and when is it due?

A: The 706 is due 9 months after someone dies. If a person dies in February, the return is due in November. Most who are deceased are not required to file a Form 706 return. With a few exceptions, the only individuals who must file a 706 return are those who have died that leave a gross estate over $5,430,000.

Q: Which 706 states does SureFire support?

A: New York.

Note: Applies to tax year 2013 and going forward.

Q: Additional states were supported in prior years, why are you only supporting New York now?

A: We made this business decision to allocate state development resources elsewhere based on usage by our customers.

Q: What if I need another state?

A: You can complete the federal portion in the SureFire software, then download the PDF forms from the state's website and fill those out manually.

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Phone: 1-800-516-9442

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