Preparing an estate or gift tax return?
See our $399 Form 706 & 709 Windows software, actual screenshots and the free trial.
Explore Form 706 & 709 Software →Start with the filing question
Form 706 and Form 709 cover different transfer-tax events. Use the filing guides below to identify the form, deadline, schedule or extension issue you need to research, then verify the current IRS instructions before filing.
Form 706 Filing RequirementsWho may need to file and what to check first.Form 706 Due Date CalculatorCalculate the general nine-month filing date.Form 4768 ExtensionAutomatic six-month filing extension basics.Form 706 vs. Form 709Estate tax return vs. gift tax return.Form 706 SchedulesAsset, deduction and GST schedule overview.Form 709 Filing RequirementsWhen gift and GST reporting may apply.Choosing Form 709 SoftwareWhat to compare in a gift-tax preparation product.
Popular Form 706 schedule guides
Schedule AReal estate.Schedule BStocks and bonds.Schedule FOther miscellaneous property.Schedule JFuneral and administration expenses.Schedule KDebts, mortgages and liens.Schedule RGeneration-skipping transfer tax.
Practice & software evaluation guides
Form 706 Software for AttorneysWorkflow considerations for estate-planning and probate practices.Form 706 Software for CPAsCalculation, reconciliation and return-review considerations.Estate Tax Return SoftwareWhat to compare before choosing a Form 706 preparation product.
2026 reference: IRS Form 706 instructions should always be checked for the decedent's date of death and current law. This resource center does not determine whether a filing is required.
Current LawFirmSoftware.com products
Estate and gift tax resources remain available for research, and Form 706 & 709 Estate & Gift Tax Software is now available as a $399 one-time Windows purchase.
Official IRS sources
Use current government instructions as the controlling source.