Get Ia Dor 706 2022-2026

The IA DoR 706 is an essential form for reporting inheritance tax in Iowa. This guide provides clear instructions on how to complete the form online, ensuring that you can fill it out accurately and efficiently, regardless of your legal background.

Follow the steps to successfully complete the IA DoR 706 form online.

1. Press the ‘Get Form’ button to access the IA DoR 706 form. This action allows you to retrieve the necessary document to begin filling it out.
2. Input the decedent's first name, middle initial, and last name in the designated fields. Ensure the accuracy of this information as it is critical for identification.
3. Fill in the last address of the decedent, including city, state, and ZIP code, to provide the domicile at the time of death.
4. Enter the decedent's Social Security Number (SSN) and, if applicable, the estate's Federal Employer Identification Number (EIN).
5. Indicate the age at death and the date of death in MM/DD/YYYY format. This information is crucial for assessment.
6. Complete the name and SSN of the executor, along with their mailing address and city, state, and ZIP code.
7. Identify the Iowa county where the will was probated or the estate administered, and provide the corresponding probate number.
8. Designate a person as the power of attorney or tax disclosure designee, if applicable, by filling out the respective sections on the form.
9. Proceed to the computation of shares and tax on the net estate section, ensuring you accurately summarize the total values from the corresponding schedules.
10. Review all the calculation fields carefully, including total shares, inheritance tax, and amounts due. Make sure your totals are correct to avoid issues.
11. Finally, save your changes, download a copy of the completed form, or share it as needed. Make certain you maintain a record of your submission for future reference.

Start completing your IA DoR 706 form online today and ensure a seamless submission process.