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 706 E S T A T E

706 ESTATE Features Checklist

• 706 Estate Tax Return
• 706 Estate Forms
• 706 Estate Worksheets
• 706 Estate States

706 ESTATE TAX RETURNS

• Allows entry of an unlimited number of beneficiaries plus surviving spouse
• Processes 706 and 706-NA Returns for decedents with a date of death from 12/01/2003 - 12/31/2004
• Processes 706-A Returns with taxable events occurring between 01/01/1982 and 12/31/2004
• Processes 706-D Returns with taxable events occurring between 01/01/1998 and 12/31/2004
• Continuation schedules are customized to match the main schedules
• Automatically completes the list of assets and deductions allocated to the surviving spouse
• Calculates the surviving spouse's one-half interest for all identified community property and prints the adjustment in applicable schedules
• Automatically performs the interrelated calculation to compute the residual marital deduction and residual charitable deduction
• Lists assets by state

706 ESTATE FORMS

*   Non-calculating form

706 ESTATE WORKSHEETS

706 ESTATE STATES