Transcription of Form 706: A Detailed Look at the Schedules mhaven
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Form 706: A Detailed Look at the Schedules mhaven
Form 706: A Detailed look at the Schedules Monica Haven, EA, JD, LLM of Estate Tax Returns R g n l. S v c . C t r . mathematically verified 1st classification for "audit worthiness" District Office Screened for addtl. info. to "perfect return" District Manager 2nd classification for audit worthiness Auditor Assigned for final determination (10 triggers) Returns File Unit Closing Letter issued Yes No Worthy Worthy Ten Audit Triggers 10. Special use valuation 9. Alternate valuation 8. Marital deduction 7. Deathbed transfers 6. Missing (?) personal property 5. Joint assets 4. Excluded life insurance 3. Closely-held stock 2. Real estate holdings 1. SIZE MATTERS! Stats (2010 Returns) Size of Gross Estate Total Returns Filed Returns Examined (%) Returns Changed (%) Average Addtl.
Estate Tax Deduction (ETD) • IRD is claimed as income on Form 1041 and as asset on 706 • To avoid double taxation, estate tax paid on IRD (Form 706) may be
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