Sch O (706) - Charitable, Public, Similar Gifts and Bequest

What is the form used for? :

• Used to claim a charitable deduction on Schedule O if your decedent left a bequest, legacy, devise, or transfer for a qualified charitable purpose to any qualified charitable organization.

Is the form Supported in our program? Yes

How to access the form: To access the form, you will need to open a 706 return on the desktop and then go to Add Form/Display, and type 706 O.

Limits to the form: This form can only be accessed from the desktop software. This form cannot be copied.

IRS Publication: https://www.irs.gov/pub/irs-pdf/i706.pdf

Solution Articles:

Sch M (706) - Bequests, etc. to Surviving Spouse

Sch L (706) - Net Losses and Expenses Incurred in Administering

Sch A (706) - Real Estate

Sch J (706) - Funeral Expenses