What is the form used for? :
An annuity is an agreement to make periodic cash payments to one or more persons over a specified period. Annuities are subject to estate tax only if payments (or one lump sum payment) continue after the decedent's death.
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 then, in the box, type 706 I.
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 E (706) - Jointly Owned Property
Sch D (706) - Insurance on the Decedent's Life
