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Contra Costa California Form 706-NA: What You Should Know

Form 837-EZ — Information to be Reported in Foreign Reports of Returns A California Estate Tax Return, Form ET-1, is required to be filed with the State Controller's Office, whenever a federal estate tax return Form-706 is Form-837EZ. Form 841-EZ — Affidavit This form can be completed by: • The executor;. • Administrator;. • The surviving Class A joint tenant (often a spouse or civil union partner); or. • Class A (sole proprietor, partner or S-corporation) Filing Requirements for California Estate Tax Return A California Estate Tax Return, Form ET-1, is required to be filed with the State Controller's Office, whenever a federal estate tax return Form-706 is Form-841-EZ. California General Trust Certificate (Form CH-8) This document, signed by both parents and an adult child, must accompany any California will. The contents of this document must provide the information from the California will to the trustee of the California estate (i.e., the executor). Form W-20 — Final Payroll Disbursement (Form K-1) This form is required if any California resident is required to file a financial report on their pay as an employee. This report is required if this individual was paid by their employer within 6 months prior to the filing of their California Estate Tax Return. • The payee must file a copy to the California Department of Tax and Fee Administration with this form, showing that the individual was paid; and • The payee will file a copy of this notice to the California Department of Tax and Fee Administration with their last year pay stub, when filing their federal and California Financial Information Form (SF-21) report. Form 1099-RS — Return to Self A California Estate Tax Return, Form ET-1, is required to be filed with the State Controller's Office, whenever a federal estate tax return Form-706 is Form-1099-RS. Form 1099-RS — Return to Self A California Estate Tax Return, Form ET-1, is required to be filed with the State Controller's Office, whenever a federal estate tax return Form-706 is Form-1099-RS.

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