Screen 706 - Decedent, Executor Elections, General (706)

Return Information

Type of return
Enter the code that represents the return type being prepared. If this box is blank, Form 706 is prepared. The available codes are listed in the fieldview.
IRS may discuss return with preparer
Enter
1
to indicate that the IRS is authorized to discuss the return with the preparer or enter
2
to indicate that the IRS is not authorized to discuss the return with the preparer. If you leave this box blank, neither checkbox is marked in the signature section of Form 8971 or Form 706-A.
Special processing
Enter any special processing information for the return. This information prints at the top of Page 1 of Form 706, Form 706-NA, and Form 706-A.

Executor Elections

Alternate valuation date
Enter a date to indicate the executor is electing alternate valuation for the estate.
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