• April 21st, 2016

Specialized Returns for Individuals

Paper, Order, or Assignment Requirements

Please use IRS Forms and Publications ONLY

Specialized Returns for Individuals

Estate Tax
– Gross estate
– Taxable estate: calculations and payments
– Unified credit
– Jointly-held property
– Life insurance and taxable estate
– Marital deduction and other marital issues (e.g., portability election)
– IRAs and retirement plans
– Filing requirements

Gift Tax
– Gift-splitting
– Annual per donee exclusion
– Unified credit
– Effect on estate tax (e.g., Generation skippingtransfer tax)
– Filing requirements

– Filing requirements and due dates
– Covered accounts
– Potential penalties
– Distinctions between FBAR and Form 8938 requirements

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