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Federal Free Printable Form 706-A (Rev. September 2013) for 2019 Federal United States Additional Estate Tax Return

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United States Additional Estate Tax Return
Form 706-A (Rev. September 2013)

Form 706-A (Rev. September 2013) Department of the Treasury Internal Revenue Service Part I United States Additional Estate Tax Return To report dispositions or cessations of qualified use under section 2032A of the Internal Revenue Code. ▶ Information about Form 706A and its instructions is at www.irs.gov/form706. General Information OMB No. 1545-0016 1a Name of qualified heir 2 Heir’s social security number 1b Address of qualified heir (number and street, including apt. no., or P.O. box) 3 Commencement date (see instructions) 1c City, town or post office, state, and ZIP code 4 Decedent’s name reported on Form 706 5 Decedent’s social security number 6 Date of death 7 Check here if you are making an election under section 1016(c) to increase the basis of specially valued property. Attach the statement described ▶ on page 2 of the instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Part II Tax Computation (First complete Schedules A and B. See instructions.) 1 Value at date of death (or alternate valuation date) of all specially valued property that passed from decedent to qualified heir: a b c 2 a b c 3 a b c 4 5 6 Without section 2032A election . . . . . . . . . . . . . 1a With section 2032A election . . . . . . . . . . . . . . . 1b Balance. Subtract line 1b from line 1a . . . . . . . . . . . . . . . . . . . . Value at date of death (or alternate valuation date) of all specially valued property in decedent’s estate: Without section 2032A election . . . . . . . . . . . . . 2a With section 2032A election . . . . . . . . . . . . . . . 2b Balance. Subtract line 2b from line 2a . . . . . . . . . . . . . . . . . . . . Decedent’s estate tax: 3a Recomputed without section 2032A election (attach computation) . . Reported on Form 706 with section 2032A election . . . . . . . 3b Balance. Subtract line 3b from line 3a . . . . . . . . . . . . . . . . . . . . Divide line 1c by line 2c and enter the result as a percentage . . . . . . . . . . . . . Total estate tax saved. Multiply line 3c by percentage on line 4 . . . . . . . . . . . . Value, without section 2032A election, at date of death (or alternate valuation date) of specially valued property shown on Schedule A of this Form 706-A . . . . . . . . . . . . . . . . . . . 6 Divide line 6 by line 1a and enter the result as a percentage . . . . . . . . . . . . . Multiply line 5 by percentage on line 7 . . . . . . . . . . . . . . . . . . . . Total estate tax recaptured on previous Form(s) 706-A (attach copies of 706-A) . . . . . . . Remaining estate tax savings. Subtract line 9 from line 5. (do not enter less than zero) . . . . Enter the lesser of line 8 or line 10 . . . . . . . . . . . . . . . . . . . . . . Enter the total of column D, Schedule A, page 2 . . . . . . . . 12 Enter the total of column E, Schedule A, page 2 . . . . . . . . 13 Balance. Subtract line 13 from line 12 (But enter the line 12 amount in the case of a disposition of standing timber on qualified woodland) . . . . . . . . . . . . . . . . . . . . 7 8 9 10 11 12 13 14 15 Enter the lesser of line 11 or line 14 . . . . . . . . . . . . . . . . . . . . . 1c 2c 3c 4 5 % 7 8 9 10 11 % 14 15 If you completed Schedule B, complete lines 16–19. If you did not complete Schedule B, skip lines 16–18 and enter the amount from line 15 on line 19. 16 17 18 19 20 Enter the total cost (or fair market value (FMV)) from Schedule B . . . . . . . . . . Divide line 16 by line 12 and enter the result as a percentage. (do not enter more than 100%) Multiply line 15 by percentage on line 17 . . . . . . . . . . . . . . . . . Additional estate tax. Subtract line 18 from line 15. (do not enter less than zero) . . . . Enter section 1016(c) interest (where applicable) . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 18 19 20 % Under penalties of perjury, I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. ▲ Paid Preparer Use Only ▲▲ Sign Here Signature of executor Date May the IRS discuss this return with the preparer shown Signature of executor Print/Type preparer’s name Firm’s name Preparer’s signature below (see instructions)? Yes Date Check if self-employed Firm's EIN ▶ ▶ Firm’s address ▶ For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. No PTIN Phone no. Cat. No. 10141S Form 706-A (Rev. 9-2013) Form 706-A (Rev. 9-2013) Page 2 Schedule A. Disposition of Specially Valued Property or Cessation of Qualified Use Note. List property in chronological order of disposition or cessation. A Item number 1 B Description of specially valued property and schedule and item number where reported on the decedent’s Form 706 Form 706, Schedule Description— C Date of disposition (or date qualified use ceased) D Amount received (or fair market value if applicable) (see instructions) E Special use value (see instructions) , Item Totals: Enter total of column D on page 1, Part II, Tax Computation, line 12, and total of column E on page 1, Part II, Tax Computation, line 13 . . . . . . . . Form 706-A (Rev. 9-2013) Form 706-A (Rev. 9-2013) Page 3 Schedule B. Involuntary Conversions or Exchanges Involuntary Conversion Exchange Check if for: Qualified replacement (or exchange) property A B C Item Description of qualified replacement (or exchange) property Cost (or FMV) 1 Total cost (or FMV). Enter here and on line 16 of Part II, Tax Computation, page 1 . . . . . . . . . Form 706-A (Rev. 9-2013) Form 706-A (Rev. 9-2013) Page 4 Schedule C. Dispositions to Family Members of the Qualified Heir Each transferee must enter into an agreement to be personally liable for any additional taxes imposed by section 2032A(c) and the agreement must be attached to this Form 706-A. (see instructions) Transferee #1: Last name First name Social security number Relationship to the qualified heir Middle initial Description of property transferred A Item number 1 B Description of specially valued property and schedule and item number where reported on the decedent’s Form 706 Form 706, Schedule Description: Transferee #2: C Date of disposition , Item Last name First name Social security number Relationship to the qualified heir Middle initial Description of property transferred A Item number 1 B Description of specially valued property and schedule and item number where reported on the decedent’s Form 706 Form 706, Schedule Description: C Date of disposition , Item If there are more than two transferees, attach additional sheets using the same format. Form 706-A (Rev. 9-2013)
Extracted from PDF file 2018-federal-form-706-a.pdf, last modified December 2008

More about the Federal Form 706-A Other Voucher TY 2018

We last updated the United States Additional Estate Tax Return in February 2019, so this is the latest version of Form 706-A, fully updated for tax year 2018. You can download or print current or past-year PDFs of Form 706-A directly from TaxFormFinder. You can print other Federal tax forms here.


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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 706-A from the Internal Revenue Service in February 2019.

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Form 706-A is a Federal Other form. Payment vouchers are provided to accompany checks mailed to pay off tax liabilities, and are used by the revenue department to record the purpose of the check and the SSN/EIN of the taxpayer who sent it. Many states recommend that taxpayers also write their social security number and the purpose of the payment on the check itself, in case the accompanying payment voucher is misplaced or destroyed.

Historical Past-Year Versions of Federal Form 706-A

We have a total of seven past-year versions of Form 706-A in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2018 Form 706-A

Form 706-A (Rev. September 2013)

2017 Form 706-A

Form 706-A (Rev. September 2013)

2016 Form 706-A

Form 706-A (Rev. September 2013)

United States Additional Estate Tax Return 2015 Form 706-A

Form 706-A (Rev. September 2013)

United States Additional Estate Tax Return 2013 Form 706-A

Form 706-A (Rev. September 2013)

United States Additional Estate Tax Return 2012 Form 706-A

Form 706-A (Rev. December 2008)

United States Additional Estate Tax Return 2011 Form 706-A

Form 706-A (Rev. December 2008)


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