U.S. Estate Tax - Form 706
In General
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