Identify the tax documents and questions that may be relevant to a federal filing review.
Federal estate tax
Federal estate-tax filing support
Tax-preparation support for clients assessing a possible federal estate-tax return or portability filing, alongside their legal and valuation professionals.
Federal estate-tax filings can involve a different tax return, a separate deadline, and facts that deserve close attention. We help organize the tax-preparation side of a potential filing and work alongside the client's legal and valuation team when appropriate.
Coordinate tax-preparation information with the professionals responsible for legal, valuation, or estate-administration decisions.
Explain the tax-return process and what information may be requested next.
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Helpful context for this tax question.
These guides use current IRS source material and stay focused on education, not a determination about your specific situation.
Federal estate tax
Form 706 and portability
An educational overview of the federal estate-tax return, portability, and why a time-sensitive filing discussion can matter after a death.
Read the guideFinal return
Final tax return after death
A plain-language overview of the federal final tax return after a death, including the distinction between final individual income and later estate income.
Read the guide