706/709 Preparation and Planning Guide (2007-2008)Topics and Contents |
| Filing Requirements |
| Special-Use Valuation |
| Reporting of Stocks and Bonds |
| Jointly-Owned Property |
| Transfers Taking Effect at Death |
| Retirement Plan Benefits and IRAs |
| Deductions for Funeral Expenses and Expenses in Administering Property Subject to Claims |
| Marital Deduction |
| Charitable Gifts and Bequests |
| QTIP Elections |
| Credits: Unified, Foreign, State Death Taxes and Prior Transfers |
| Generation-Skipping Transfer Taxes |
| Paying Estate Taxes in Installments |
| Determining Whether Transfers are Subject to Gift Tax |
| Completing the Gift Tax Return |