2003 Tax Help Archives  
Instructions for Form 706-NA 2003 Tax Year

Instructions for Form 706-NA - Introductory Material

This is archived information that pertains only to the 2003 Tax Year. If you
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Table of Contents

    Form 706.   In order to complete this return, you must obtain Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, and its separate instructions. You must attach schedules from Form 706 if you intend to claim a marital deduction, a charitable deduction, a qualified conservation easement exclusion or a credit for tax on prior transfers, or if you answer “Yes” to question 5, 7, 8, 9, or 11 in Part III. You will need the instructions to Form 706 to explain how to value stocks and bonds. Make sure that you obtain the revision of Form 706 that is applicable for the date of the decedent's death.

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