This checklist is a comprehensive tool to use when preparing Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return.
The template is available as a fillable PDF and in Word (for Word versions, see the Annual Tax Compliance Kit zip file).
The AICPA Tax Section’s Annual Tax Compliance Kit provides a variety of resources to help you comply with tax laws and effectively serve your clients. The bundle of resources includes engagement letters, organizers, checklists and practice guides.