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What other information do I need to include with the return?

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Summary:

See Form 706 (PDF) and Instructions (PDF) and Publication 950.

Answer:

See Form 706 (PDF) and Instructions (PDF) and Publication 950. Among other items listed:

1. Copies of the death certificate

2. Copies of the decedent's will and/or relevant trusts

3. Copies of appraisals

4. Copies of relevant documents regarding litigation involving the estate

5. Documentation of any unusual items shown on the return (partially included assets, losses, near date of death transfers, others)

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