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U.S. Estate Tax - Form 706

In General

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With U.S. Estate Tax (W706), we followed the Puritas Springs Software philosophy—that is building an easy-to-use and reasonably priced program specially created for small and medium-sized law offices. In addition to being a stand-alone product, this is the last application in the Probate Triple Pack that lets you take probate information, export it to the Ohio Estate Tax program, and then to the W706. And you do it all from a single set on entries! If there was ever a probate time saver, this program is it.

Partial Feature List

  •  A true Windows program that runs on any computer equipped with Windows 64- or 32-bit operating systems, i.e., Windows 7, Vista, Windows XP, Windows 2000, Windows ME, or Windows 98. 
  • IRS-approved printed forms look print-shop-perfect on any Windows compatible printer.
  • Bigger is Better. Our forms have a new slightly larger font size that is easier to read.
  • New Main Window Interface. Combines the user-friendliness of a Wizard with readily accessible help and quick access to all forms. Click here to see the new interface.
  • All calculations are performed dynamically and automatically.
  • W706 is a standalone program. It is not a word processor or spreadsheet template that must be completed manually or that requires additional software or hardware to generate printed returns. However, W706 will export any of its forms to your word processor in the event you wish to use special print functions, fax or email forms, make pdf copies, etc.
  • Vista-compatible, context-sensitive help means you can highlight a menu command, press <F1> and go straight to the related help topic. The help files contain a complete, hyperlinked copy of the Form 706 instructions, in addition to the complete text of Pub 950 - Introduction to Estate & Gift Taxes.
  • Over 20 custom continuation pages for better organization and a more comprehensible final product.
  • Worksheets are provided for entering beneficiaries, assets and debts. Each allows you to work with centrally located information that you can effortlessly change, delete, insert, append and organize.
  • One-click access to on-line stock and mutual fund valuations (your own ISP is required).
  • Auto fit - makes your entries fit in the required space even if your text is too long.
  • Check Return function reviews nearly 100 rules and reminders for testing a tax return prior to printing.
  • Tutorial included in the on-disk, pdf manual for stepping beginners through a sample estate tax return.
  • Upgrades available by download—you can stay up-to-date on late-breaking changes by downloading your upgrade from our web site. Any day of the week, anytime of the day or night.
  • Network Version Available. Makes network installation, maintenance and use easier than ever before.
  • Free downloadable demo.

Included Forms

  •  Form 706 U.S. Estate Tax Return - pgs 1-3
  •  Schedule A Real Estate
  •  Schedule A-1 Section 2032A Valuation - 4 pgs
  •  Schedule B Stocks and Bonds
  •  Schedule C Mortgages, Notes and Cash
  •  Schedule D Insurance on the 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 and Administrative Exps.
  •  Schedule K Debts of the Decedent ...
  •  Schedule L Net Administration Losses
  •  Schedule M Bequests, etc. to Spouse
  •  Schedule O Charitable, Public & Similar Gift
  •  Schedule P Credit for Foreign Death Taxes
  •  Schedule Q Credit for Tax on Prior Transfer
  •  Schedule R Generation-Skipping Transfer Tax - 3 pg
  •  Schedule R-1 Generation-Skipping Transfer Tax
  •  Worksheet TG Taxable Gifts Reconciliation
  •  Worksheet TG Taxable Gifts Reconciliation
  •  Line 9 Worksheet Gift Tax on Gifts After 1976
  •  Schedule Q Worksheet Credit for Tax on Prior Transfers

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