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SureFire FAQ for 706/709 (Estate) returns-SureFire


Q: What is 706 Estate used for and when is it due?

 

A: The 706 is due 9 months after someone dies. If a person dies in February, the return is due in November. Most who are deceased are not required to file a Form 706 return. With a few exceptions, the only individuals who must file a 706 return are those who have died that leave a gross estate over $5,430,000.

 

Q: Which 706 states does SureFire support?

 

A: New York.

Note: Applies to tax year 2013 and going forward.

 

Q: Additional states were supported in prior years, why are you only supporting New York now?

 

A: We made this business decision to allocate state development resources elsewhere based on usage by our customers.

 

Q: What if I need another state?

 

A: You can complete the federal portion in the SureFire software, then download the PDF forms from the state's website and fill those out manually.

 

 

 

 

 

 

 

Additional Information

 

Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Preguntas frecuentes de SureFire para declaraciones 706/709 (Patrimonio) SureFire



Tags: federal,form