Silly 706 question

[taxdan]

Can someone please remind me the best schedule to list IRAs and 401(k)s (mutual funds, stocks, bonds) on a 706? I'm a newbie with the estate tax returns.

Thanks!

Dan

[zeke]

Can someone please remind me the best schedule to list IRAs and 401(k)s (mutual funds, stocks, bonds) on a 706? I'm a newbie with the estate tax returns.

Thanks!

Dan

this here computer has more moving parts than a pencil. It is therefor smarter that me. Sorry about my "stuttered" response.

Stocks & bonds are listed on Schedule "B" and (strangely) titled: Schedule B Stocks & Bonds.

Please call up the form, read the schedule headings & the pertinent instructions thereto. Then ask all the questions you want! Lots of good people want to help.

Z

[taxdan]

this here computer has more moving parts than a pencil. It is therefor smarter that me. Sorry about my "stuttered" response.

Stocks & bonds are listed on Schedule "B" and (strangely) titled: Schedule B Stocks & Bonds.

Please call up the form, read the schedule headings & the pertinent instructions thereto. Then ask all the questions you want! Lots of good people want to help.

Z

I have read the form Zeke, but thanks for the invaluable advice.

Actually, I was told that retirement money was supposed to be listed on a different schedule, like I or F instead of B. Since I would like to make sure, I thought I would ask you good people.

Thanks for any input.

[zeke]

Sorry for the sharp (friday p.m.) response.

if you can answer yes to question a on schedule I, then you should use I, otherwise I would just use B.

[TAXBILLY]

This index may be of help.

http://www.irs.gov/instructions/i706/ix01.html

taxbilly

[taxdan]

This index may be of help.

http://www.irs.gov/instructions/i706/ix01.html

taxbilly

I have read the instructions, but the only place that even mentions IRAs is in the annuity section (sch I). It doesn't clarify whether they mean annuities placed in IRAs or just any IRA.

I guess I will just put them in sch I.

Thanks.