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Form 706 for Salt Lake Utah: What You Should Know

August 1, 2023 — If you want the portability extension to apply to tax years beginning on or after December 31, 2018, complete IRS Form 706  and attach a complete and properly signed certification from your executor or administrator that it was completed in compliance with all the instructions. If there are multiple executors or administrators, indicate whose signatures appear on the certification. If tax years are under the same control, attach the certify- cations for all tax years under the same control if the certification is not for the control tax year. The Form 706 is not the complete form to make your election. How to File a Form 706 and Obtain the Portability Extension. In a letter dated July 26, 2019, please submit copies of two separate pages of the Form 706. These pages must contain the following information: Your name, address, and Social Security number. A description of each of your estate and the total estate. Each page of Form 706 must be accompanied by a completed IRS Form 706, Portability Extension, or Form 770L. You don't have to do any tax planning with Form 706 or Form 770L.

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