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Product Number Title Revision Date Posted Date
Form 706 (Schedule C) Mortgages, Notes, and Cash Aug 2025 08/29/2025
Form 706 (Schedule D) Insurance on the Decedent's Life Aug 2025 08/27/2025
Form 706 (Schedule E) Jointly Owned Property Aug 2025 08/27/2025
Form 706 (Schedule F) Other Miscellaneous Property Not Reportable Under Any Other Schedule Aug 2025 08/27/2025
Form 706 (Schedule G) Transfers During the Decedent's Lifetime Aug 2025 08/27/2025
Form 706 (Schedule H) Powers of Appointment Aug 2025 08/27/2025
Form 706 (Schedule I) Annuities Aug 2025 08/27/2025
Form 706 (Schedule J) Funeral Expenses and Expenses Incurred In Administering Property Subject to Claims Aug 2025 08/27/2025
Form 706 (Schedule K) Debts, Mortgages, and Liens Aug 2025 08/27/2025
Form 706 (Schedule L) Net Losses During Administration and Expenses Incurred In Administering Property Not Subject to Claims Aug 2025 08/27/2025
Form 706 (Schedule M) Bequests, etc., to Surviving Spouse Aug 2025 08/27/2025
Form 706 (Schedule O) Charitable, Public, and Similar Gifts and Bequests Aug 2025 08/27/2025
Form 706 (Schedule P) Credit for Certain Foreign Taxes Aug 2025 08/27/2025
Form 706 (Schedule PC) Protective Claim for Refund Aug 2025 08/29/2025
Form 706 (Schedule Q) Credit for Tax on Prior Transfers Aug 2025 08/27/2025
Form 706 (Schedule R) Generation-Skipping Transfer Tax Aug 2025 08/29/2025
Form 706 (Schedule R-1) Generating-Skipping Transfer Tax Aug 2025 09/05/2025
Form 706 (Schedule T) Section 2032A Property Valuation Aug 2025 08/29/2025
Form 706 (Schedule U) Qualified Conservation Easement Exclusion Aug 2025 08/29/2025
Form 706 (Schedule W) Continuation Schedule for Form 706 Schedules Aug 2025 08/29/2025
Form 709 United States Gift (and Generation-Skipping Transfer) Tax Return 2024 01/02/2025
Instruction 709 Instructions for Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return 2024 01/24/2025
Form 709-NA United States Gift (and Generation-Skipping Transfer) Tax Return of Nonresident Not a Citizen of the United States 2024 04/14/2025
Instruction 709-NA Instructions for Form 709-NA, United States Gift (and Generation-Skipping Transfer) Tax Return of nonresident not a citizen of the United States 2024 05/23/2025
Form 712 Life Insurance Statement Dec 2024 01/10/2025