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Form 706 for Tampa Florida: What You Should Know

If your Estate is larger than 5,500,000 we recommend a visit to your local office of CCH or your state's estate tax office. Please click the link below to access these documents. If  you wish for free download as a PDF visit this link below. In most cases, taxpayers should obtain their Florida death certificate at least 60 days before the date of death so that the appropriate Florida or federal estate tax return may be filed. This is so that the death certificate can be updated by the County Clerks Office as necessary to reflect the correct Florida or federal estate tax return and correct Florida or federal payment.  For a list of County Clerks for Florida, click on the link below. Click the link below to access the forms to be used to file a Florida estate tax return as a nonresident, nonresident alien with Florida property. Click here for the most current list of Florida County Clerks If you have any questions about estate and/or succession planning please consult the links below for information on these topics. Tax Responsibilities—Russell R. Wine, Esq. In nearly every example of complex estate planning, we use the estate tax return to show how the assets are allocated between your children, grandchildren, great-grandchildren, and other members of your family. Frequently, the assets of a deceased adult are not included in a Will or Trust.

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