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Lacerte 2019 Estate Form 706 - Availability

If you need to file a 2019 Estate Form 706 due to the date of death, you can enter your information for 2019 using the 2018 program.  The date of death entered will indicate the correct filing year.  Once 2019 forms become available, the information entered in the 2018 Estate module will produce 2019 tax calculations. 

Note: Historically the new exclusion rate for the next year's form set is introduced to the current year Lacerte program in August. Example: 2018 exclusion rate was introduced to the 2017 program for those with a date of death requiring the 2018 forms.

Because you must file Form 706 to report estate and/or GST tax within 9 months after the date of the decedent's death. A gap may exist between the form availability dates.

If you are unable to file Form 706 by the due date, you may receive an extension of time to file. Use Form 4768, Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes, to apply for an automatic 6-month extension of time to file.

IRS Draft Forms and Instructions can be found at:

IRS Draft 2019 Form 706: