Fillable F706qdt Accessible Form 706-QDT (Rev. June 2019)

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F706qdt Accessible Form 706-QDT (Rev. June 2019)

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Form 706-QDT
(Rev. June 2019)
Department of the Treasury
Internal Revenue Service
U.S. Estate Tax Return for
Qualified Domestic Trusts
Calendar Year
▶
Go to www.irs.gov/Form706QDT for instructions and the latest information.
OMB No. 1545-1212
Part I
General Information
1a Name of trust 1b EIN of trust
2a Name of trustee/designated filer (see instructions) 2b SSN or EIN of trustee/designated filer
2c Address of trustee/designated filer
3a Name of surviving spouse (see Definitions in the instructions) 3b TIN of surviving spouse
3c Surviving spouse’s date of death (if applicable) 3d Surviving spouse’s current marital status
4a Name of decedent
4b SSN of decedent 4c Decedent’s date of death
Part II
Elections by the Trustee/Designated Filer (see instructions)
Please check the “Yes” or “No” box for each question.
Yes No
1 Do you elect alternate valuation? . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Do you elect special use valuation? . . . . . . . . . . . . . . . . . . . . . . . . . .
If “Yes,” you must complete and attach Schedule A-1 of Form 706.
3 Do you elect to pay the taxes in installments as described in section 6166? . . . . . . . . . . . . .
If “Yes,” you must attach the additional information described in the instructions.
Note: By electing section 6166, you may be required to provide security for estate tax deferred under
section 6166 and interest in the form of a surety bond or a section 6324A lien.
4
If the surviving spouse has become a U.S. citizen, does he or she elect under section 2056A(b)(12)(C) to treat all prior
taxable distributions as taxable gifts and to treat any of the decedent’s unified credit applied to the QDOT tax on
those distributions as the surviving spouse’s unified credit used under section 2505? (If not a U.S. citizen, enter “N/A”)
Part III
Tax Computation
1 Current taxable trust distributions (total from Part II of Schedule A) . . . . . . . . . . . . 1
2 Value of taxable trust property at date of death (if applicable) (total from Part III of Schedule A) . . . 2
3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
4
Charitable and marital deductions. See Schedule B instructions (total from col. D, Part IV of Sch. A) .
4
5 Net tentative taxable amount. Subtract line 4 from line 3 . . . . . . . . . . . . . . . 5
6 Prior taxable events (total from Part I of Schedule A) . . . . . . . . . . . . . . . . . 6
7 Taxable estate of the decedent. See instructions . . . . . . . . . . . . . . . . . . 7
8 Add lines 6 and 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
9 Add lines 5 and 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
10 Recomputation of decedent’s estate tax based on the amount on line 9. See instructions. Attach
computation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
11 Recomputation of decedent’s estate tax based on the amount on line 8. See instructions. Attach
computation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
12 Net estate tax. Subtract line 11 from line 10 . . . . . . . . . . . . . . . . . . . 12
13 Payment made with request for extension, if any, and credit under section 2056A(b)(2)(B)(ii) . . . . 13
14 Tax due. (If the amount on line 12 exceeds the amount on line 13, enter the difference here.) . .
▶
14
15 Overpayment. (If the amount on line 13 exceeds the amount on line 12, enter the difference here.) .
15
Under penalties of perjury, I declare that I have examined this return, along with accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than trustee or designated filer) is based on all information of which preparer has any knowledge.
Sign
Here
▲
Signature
▲
Date
Paid
Preparer
Use Only
Print/Type preparer’s name
Preparer’s signature Date
Check if
self-employed
PTIN
Firm’s name
▶
Firm’s address
▶
Firm’s EIN
▶
Phone no.
For Paperwork Reduction Act Notice, see the separate instructions for this form. Cat. No. 12292E
Form 706-QDT (Rev. 6-2019)
Form 706-QDT (Rev. 6-2019)
Page 2
Schedule A
Complete Schedule A only if you are a designated filer filing this return for multiple trusts.
Part I
Summary of Prior Taxable Distributions
A
Year
B
Amount
C
Year
D
Amount
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
Total. Combine columns B and D . . . . . . . . . . . . . . . . .
▶
Part II
Summary of Current Taxable Distributions
A
EIN of QDOT
B
Total Taxable Distributions for the Year
C
EIN of QDOT
D
Total Taxable Distributions for the Year
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
Total. Combine columns B and D . . . . . . . . . . . . . . . . .
▶
Part III
Summary of Property Remaining in QDOTs at Death of Surviving Spouse
A
EIN of QDOT
B Alternate Valuation
Date (if applicable)
C
Value
D
EIN of QDOT
E Alternate Valuation
Date (if applicable)
F
Value
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
Total. Combine columns C and F . . . . . . . . . . . . . . . . . . . . . . . .
▶
Part IV
Summary of Marital and Charitable Deductions
A
EIN of QDOT
B
Total Marital Deduction
C
Total Charitable Deduction
D
Total Deductions (add cols. B and C)
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
$ $ $
Total . . . . . . . . . . . . . . . . . . . . . . . . . . .
▶
Form 706-QDT (Rev. 6-2019)
Form 706-QDT (Rev. 6-2019)
Page 3
Schedule B To be completed by trustee.
Part I
General Information (see instructions)
1a Name of trust 1b EIN of trust
2a Name of trustee 2b SSN or EIN of trustee
2c Address of trustee
3 Name of designated filer, if applicable
4a Name of surviving spouse 4b TIN of surviving spouse
4c Surviving spouse’s date of death (if applicable)
4d Surviving spouse’s current marital
status (or at death, if applicable)
5a Name of decedent 5b SSN of decedent 5c Decedent’s date of death
Part II
Taxable Distributions From Prior Years
A
Year
B
Amount
C
Year
D
Amount
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
$ $
Total. Combine columns B and D . . . . . . . . . . . . . . . . . .
▶
Part III
Current Taxable Distributions
A
Date of Distribution
B
Description
C
Value
D
Amount of Hardship
Exemption Claimed
(see instructions)
E
Net Transfer
(col. C minus col. D)
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
▶
Form 706-QDT (Rev. 6-2019)
Form 706-QDT (Rev. 6-2019)
Page 4
Schedule B
To be completed by trustee. (continued)
Part IV
Taxable Property in Trust at Death of Surviving Spouse
A
Item No.
B
Description
C
Alternate Valuation
Date
D
Value
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
▶
Part V Marital Deductions
A
Item No.
B
Description of Property Interests Passing to Spouse
C
Value
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
▶
Part VI
Charitable Deductions
A
Item No.
B
Description
C
Name and Address of Beneficiary
D
Character of
Institution
E
Amount
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
▶
Form 706-QDT (Rev. 6-2019)
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F706qdt Accessible Form 706-QDT (Rev. June 2019)

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Completed 1 July 2020

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