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Publication 4299, Privacy, Confidentiality, and Civil Rights - A Public Trust, addresses areas where partners and volunteers need to exhibit diligence to details when administering the requirements of these programs.

Use Form 4768, Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes, for certain extensions 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, for certain extensions of time to file.

Form 5305-E is used by a grantor and a trustee to establish a Coverdell education savings account (ESA). It is a model trust account agreement that meets the requirements of section 530(b)(1), and is not filed with the IRS.

Publication 5536, Personal Wealth - The Personal Wealth Study collects data reported on Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, to estimate the wealth of the living population.

Publication 904, Estate & Gift Tax Interrelated Computations, explains and illustrates both the Trial and Substitution method and the Algebraic method that can be used to compute the Internal Revenue Code (IRC) 2055 charitable deduction or the IRC 2056 marital deduction when an interrelated computation is necessary for Federal estate tax purposes. The publication also explains how to compute the Federal gift tax using the Trial and Substitution method and the Algebraic method when a net gift is involved.

File Form 5300, Application for Determination for Employee Benefit Plan, to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

Publication 6002, Information for Heirs of Special Use Valuation Property, explains what you must do for ten years from the date of the decedent¡¯s death to avoid owing additional estate tax.

File Form 5300, Application for Determination for Employee Benefit Plan, to request a determination letter from the IRS for the initial qualification of a defined benefit or a defined contribution plan and the exempt status of any related trust.

Form 15105 (SP), No Breakdown of Liability By Abstract Number on Form 720 (Spanish Version), is used to provide the specific information on the type of excise tax paid to ensure proper posting to the correct trust funds.