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U.S. Generation-Skipping Transfer Tax - Form 706-GS(D) & Form 706-GS(T)

In General

This is the newest addition to our collection of tax software. U.S. Generation-Skipping Transfer Tax (W706-GS) is used for trust distributions and terminations made in 2010. In most aspects it has the same look and feel as our ever-popular U.S. Estate Tax program (W706) with the exception that information is entered directly on the forms and worksheets are not used. Consequently, it's quite easy to use and has literally zero learining curve.

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.
  • Main Window Interface. Combines the user-friendliness of a Wizard with readily accessible help and quick access to all forms.
  • All calculations are performed dynamically and automatically.
  • W706-GS 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-GS 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.
  • Windows 7/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-GS instructions.
  • Auto fit - makes your entries fit in the required space even if your text is too long.
  • 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.

Included Forms

  • Form 706-GS(D) - U.S. Generation-Skipping Transfer Tax Return For 2010 Distributions
  • Form 706-GS(D-1) - Notification of Distribution
  • Form 706-GS(D-1) - Continuation Pages
  • Form 706-GS(T) - U.S. Generation-Skipping Transfer Tax Return for 2010 Terminations
  • Form 706-GS(T) - Schedule A - Taxable Terminations
  • Form 706-GS(T) - Schedule B(1) - General Trust Debts, Expenses, and Taxes
  • Form 706-GS(T) - Schedule B(2) - Specific Termination-Related Debts, Expenses, and Taxes


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