IRS Form 706 – Fillable Estate Tax Return PDF

Form 706 is the United States federal estate (and generation‑skipping transfer) tax return. Executors use it to report the value of a decedent’s estate, claim deductions, and calculate any estate tax owed. The official fillable PDF is now hosted on Formize, allowing you to complete the form directly in your browser without installing additional software.

What Is IRS Form 706?

Form 706 must be filed when the gross estate exceeds the annual exemption limit (e.g., $12.92 million for 2023). It includes sections for:

• Decedent’s personal information
• Gross estate valuation
• Allowable deductions (funeral expenses, state death taxes, charitable gifts, etc.)
• Tax computation and credits
• Schedules for assets, liabilities, and generation‑skipping transfers

Key Features of the Fillable PDF

• Interactive fields that auto‑advance as you type
• Built‑in calculations for taxable estate and tax due
• Easy navigation with a table of contents
• Direct export to PDF for printing or electronic filing

How to Complete Form 706 with Formize

Instead of downloading the PDF and opening a separate editor, simply click the "Fill out this form" button on this page. The Formize PDF Filler app will load in seconds, and you can start entering data immediately.

Common Mistakes to Avoid

• Missing signatures: Both the executor and any paid preparer must sign.
• Incorrect exemption amount: Verify the exemption limit for the year of death.
• Omitting Schedule R‑1: Required when state death taxes are paid.
• Late filing: File within nine months of death or request a six‑month extension.

Where to Submit the Completed Form

Mail the signed Form 706 to the address listed in the official instructions (based on the estate’s location). If you are filing electronically, use the IRS e‑file system for estate tax returns.