California online Form 706-NA 2019-2025

California online Form 706-NA: What You Should Know

U.S. estate tax returns are filing required to be filed each calendar year. If an estate exceeds the maximum annual exemptions, it may be subject to estate tax and, as such, is assessed a 2% tax on its net estate value plus applicable state tax charges. U.S. estate tax returns shall be filed on the anniversary of the date of the decedent's death, except for a surviving spouse, where a date is chosen by the surviving spouse. Note: In 2025 and later years, Form 706 is not required to be filed if you are reporting estate income with Form 941. See Exemptions from Estate Tax for the 2025 and Later Year Exemption Period. Form 706 is not filed by estates of children. See Exemption from Estate Tax for the Children and Non- Surviving Spouse Exemption Period. See also For taxpayers reporting more than one estate during any calendar year, the form is  filed on Form-708, “Special Instructions for Distributing Estate Income.” Important: Form 706-NA is required by law if your filing status is a U.S. (Form 1441); and a non-resident alien (Form 709) or U.S. citizen (Form 706) who was a resident of California on the  date of your death on the basis of Form 5406, Resident Alien Income Tax Return. Important: The Estate Tax Return is required only if the gross Estate and Gains (other than those shown in  the tables within the Estate and Gains section of these instructions) in excess of the estate's allowed gross estate (see Exemptions from Estate Tax in the Instructions for Form 8283). It is not  required if your gross Estate is less than the allowed gross Estate in any year. Exemptions are listed in  the table at the top of these instructions. The amount shown on your return is the gross estate tax  amount. The tax is then applied to your reported gross estate. See Exemptions from Estate Tax for the 2025 and Later Year Exemption Period. The estate tax return is required only if you are reporting estate income with Forms 941 and 942. See Exemptions from Estate Tax for the 2025 and  Later Year Exemption Period.

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