ProSeries Professional - Estate/706
Forms
- Form 706, US Estate (and Generation-Skipping Transfer) Tax Return
- Form 56, Notice Concerning Fiduciary Relationship
- Form 2848, Power of Attorney/Representative
- Form 4768, Extension of Time to File a Return
Schedules
- Schedule A, Real Estate
- Schedule A-1, Section 2032A Valuation
- Schedule B, Stocks and Bonds
- Schedule C, Mortgages, Notes and Cash
- Schedule D, Insurance on Decedent's Life
- Schedule E, Jointly Owned Property
- Schedule F, Other Miscellaneous Property
- Schedule G, Transfers During Decedent's Life
- Schedule H, Powers of Appointment
- Schedule I, Annuities
- Schedule J, Funeral Expenses
- Schedule K, Debts of the Decedent, and Mortgages and Liens
- Schedule L, Net Losses During Administration
- Schedule M, Bequests, etc, to Surviving Spouse
- Schedule O, Charitable, Public, and Similar Gifts and Bequests
- Schedule P, Credit for Foreign Death Taxes
- Schedule Q, Credit for Tax on Prior Transfers
- Schedule R, Generation-Skipping Transfer Tax
- Schedule R-1, Generation-Skipping Transfer Tax
- Schedule U, Qualified Conservation Easement Exclusion
Forms and schedules are subject to change.
* Terms, conditions, features, pricing, support and service are subject to change at anytime without notice.