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What this category covers
This page groups IRS forms related to estate & gift tax (706/709 series).
Forms for reporting estate transfers (Form 706), gift taxes (Form 709), and generation-skipping transfers on large estates and gifts.
Form 706 is used by estate executors to report the value of a decedent's estate and calculate any estate tax due. Form 709 is filed by individuals who make gifts exceeding the annual exclusion amount ($18,000 per recipient for 2024) to report and pay gift tax if applicable. The unified estate and gift tax system allows individuals to transfer up to the lifetime exemption amount (over $13 million for 2024) before tax applies. These forms require detailed schedules of assets, valuations, deductions, and prior transfers. They are among the most complex IRS forms, often requiring professional appraisal and legal guidance.
This page groups IRS forms related to estate & gift tax (706/709 series).
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United States Estate (and Generation-Skipping Transfer) Tax Return
IRS Form 706 — United States Estate (and Generation-Skipping Transfer) Tax Return. Official IRS tax form with AI-powered guidance.
Certificate of Payment of Foreign Death Tax
IRS Form 706-CE — Certificate of Payment of Foreign Death Tax. Official IRS tax form with AI-powered guidance.
706-GS(D)
IRS Form 706-GSD — 706-GS(D). Official IRS tax form with AI-powered guidance.
IRS forms related to estate & gift tax (706/709 series).
United States Estate (and Generation-Skipping Transfer) Tax Return
IRS Form 706 — United States Estate (and Generation-Skipping Transfer) Tax Return. Official IRS tax form with AI-powered guidance.
Certificate of Payment of Foreign Death Tax
IRS Form 706-CE — Certificate of Payment of Foreign Death Tax. Official IRS tax form with AI-powered guidance.
706-GS(D)
IRS Form 706-GSD — 706-GS(D). Official IRS tax form with AI-powered guidance.
706-GS(T)
IRS Form 706-GST — 706-GS(T). Official IRS tax form with AI-powered guidance.
United States Estate (and Generation-Skipping Transfer) Tax Return Estate of Nonresident Not a Citizen of the United States
IRS Form 706-NA — United States Estate (and Generation-Skipping Transfer) Tax Return Estate of Nonresident Not a Citizen of the United States. Official IRS tax form with AI-powered guidance.
U.S. Estate Tax Return for Qualified Domestic Trusts
IRS Form 706-QDT — U.S. Estate Tax Return for Qualified Domestic Trusts. Official IRS tax form with AI-powered guidance.
706 (Schedule A)
IRS Form 706-SA — 706 (Schedule A). Official IRS tax form with AI-powered guidance.
706 (Schedule B)
IRS Form 706-SB — 706 (Schedule B). Official IRS tax form with AI-powered guidance.
706 (Schedule C)
IRS Form 706-SC — 706 (Schedule C). Official IRS tax form with AI-powered guidance.
706 (Schedule P)
IRS Form 706-SCP — 706 (Schedule P). Official IRS tax form with AI-powered guidance.
706 (Schedule D)
IRS Form 706-SD — 706 (Schedule D). Official IRS tax form with AI-powered guidance.
706 (Schedule E)
IRS Form 706-SE — 706 (Schedule E). Official IRS tax form with AI-powered guidance.
706 (Schedule F)
IRS Form 706-SF — 706 (Schedule F). Official IRS tax form with AI-powered guidance.
706 (Schedule G)
IRS Form 706-SG — 706 (Schedule G). Official IRS tax form with AI-powered guidance.
706 (Schedule H)
IRS Form 706-SH — 706 (Schedule H). Official IRS tax form with AI-powered guidance.
706 (Schedule I)
IRS Form 706-SI — 706 (Schedule I). Official IRS tax form with AI-powered guidance.
706 (Schedule J)
IRS Form 706-SJ — 706 (Schedule J). Official IRS tax form with AI-powered guidance.
706 (Schedule K)
IRS Form 706-SK — 706 (Schedule K). Official IRS tax form with AI-powered guidance.
706 (Schedule L)
IRS Form 706-SL — 706 (Schedule L). Official IRS tax form with AI-powered guidance.
706 (Schedule M)
IRS Form 706-SM — 706 (Schedule M). Official IRS tax form with AI-powered guidance.
706 (Schedule O)
IRS Form 706-SO — 706 (Schedule O). Official IRS tax form with AI-powered guidance.
706 (Schedule PC)
IRS Form 706-SPC — 706 (Schedule PC). Official IRS tax form with AI-powered guidance.
706 (Schedule Q)
IRS Form 706-SQ — 706 (Schedule Q). Official IRS tax form with AI-powered guidance.
706 (Schedule R)
IRS Form 706-SR — 706 (Schedule R). Official IRS tax form with AI-powered guidance.
706 (Schedule T)
IRS Form 706-ST — 706 (Schedule T). Official IRS tax form with AI-powered guidance.
706 (Schedule U)
IRS Form 706-SU — 706 (Schedule U). Official IRS tax form with AI-powered guidance.
706 (Schedule W)
IRS Form 706-SW — 706 (Schedule W). Official IRS tax form with AI-powered guidance.
United States Additional Estate Tax Return
IRS Form 706A — United States Additional Estate Tax Return. Official IRS tax form with AI-powered guidance.
United States Gift (and Generation-Skipping Transfer) Tax Return
IRS Form 709 — United States Gift (and Generation-Skipping Transfer) Tax Return. Official IRS tax form with AI-powered guidance.
United States Gift (and Generation-Skipping Transfer) Tax Return of Nonresident Not a Citizen of the United States
IRS Form 709-NA — United States Gift (and Generation-Skipping Transfer) Tax Return of Nonresident Not a Citizen of the United States. Official IRS tax form with AI-powered guidance.
Life Insurance Statement
IRS Form 712 — Life Insurance Statement. Official IRS tax form with AI-powered guidance.
706-GS(D-1)
IRS Form 706GSD1 — 706-GS(D-1). Official IRS tax form with AI-powered guidance.
706 (Schedule R-1)
IRS Form 706SR1 — 706 (Schedule R-1). Official IRS tax form with AI-powered guidance.
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