Sch B (706) - Stocks and Bonds

What is the form used for? :

• Schedule B: Stocks and Bonds when filing Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return if the estate includes stocks, bonds, or other securities.

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 look for box type Sch B

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