sjrcpa
Level 15

Federal 1041 is income tax for an estate or trust and it may be needed. Mass has a comparable form.

The Mass 706 is probably not available in the software. Intuit doesn't provide many states Estate Tax. Haven't done a Mass one in a while, but most of the time you have to also fill out the federal 706 first, even if there is no requirement to actually file the 706. But you might want to for portability if there is a surviving spouse.

EDIT: I reread and see you are dealing with a 2nd to die so portability is not an issue.

Mass wants the 1999 version of the 706? That will be fun.

For Maryland estates, we have to attach the federal 706 even if it is not being filed. But at least we can use the current version.


The more I know the more I don’t know.