IRS Forms 706 & 709

Estate & Gift Tax Resource Center

Guides for Form 706 estate tax returns, Form 709 gift tax returns, schedules, filing requirements and professional preparation workflows.

Form 706 Estate Tax

🧮 Form 706 Due Date CalculatorEnter the date of death and calculate the general nine-month filing deadline.Form 706 Filing RequirementsCommon filing reasons, portability and records to gather.Form 706 SchedulesOverview of major estate-tax schedules and their purpose.Choosing Form 706 SoftwareWhat to compare in a professional preparation program.

Form 709 Gift Tax

Form 709 Filing RequirementsGift tax, GST and calendar-year filing situations.Form 706 vs. Form 709Compare estate tax and gift tax return purposes.Form 706 + 709 Software SuiteSee the $499 Windows software bundle.

Courts & Estate Administration

Probate & Estate Court DirectoryFind official state court resources and the common court type handling probate matters.U.S. Court DirectoryFederal, state, Tax Court and immigration court links.Federal Court Forms DirectoryNational federal court forms organized by category.