Skip to content
ChatProjectCodes

Federal housing law

Form 706-QDT — U.S. Estate Tax Return for Qualified Domestic Trusts

Federal housing law as enacted — verbatim and citable.

Edition
2026-10-03
Last updated
2026-10-04
Jurisdiction
United States
Ask AI about this codeSearch the library

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f706qdt.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

Form 706-QDT (Rev. 8-2025) Page 2 Schedule A Designated Filer Summary for Multiple Trusts

Complete Schedule A if you are a designated filer filing this return for multiple trusts. If there is no separate designated filer, the trustee is the designated filer, and should enter the total amounts from Schedule B onto Schedule A, lines 2, 4, 6, and 8, as applicable.

  • For summary of prior years taxable distributions complete columns (a) and (b).

  • For summary of current year taxable distributions complete columns (c) and (d).

  • For summary of property remaining in QDOTs at death of surviving spouse complete columns (c), (e), and (f).

  • For summary of marital and charitable deductions complete columns (c), (g), (h), and (i).

• Attach additional copies of Schedule A, if necessary.

Summary of Prior Years
Taxable Distributions		 Other Summaries
(a)
Year		 (b)
Amount		 (c)
EIN of QDOT		 (d)
Total taxable
distributions
for the year		 (e)
Alternate
valuation date
(if applicable)		 (f)
Value		 (g)
Total marital
deduction		 (h)
Total charitable
deduction		 (h)
Total charitable
deduction		 (i)
Total deductions
(add columns (g)
and (h))
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 1
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 2
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 3
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 4
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 5
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 6
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 7
Summary of Prior Years
Taxable Distributions		 Other Summaries
1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.		 1
Total from additional Schedule(s) A, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
.
.
.
2
Total of prior years taxable distributions. Add all amounts in column (b) and line 1 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
3
Total from additional Schedule(s) A, column (d), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
.
.
4
Total of current year taxable distributions. Add all amounts in column (d) and line 3
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
5
Total from additional Schedule(s) A, column (f), attached to this schedule for property remaining in QDOTs at death of surviving spouse .
.
.
6
Total of property remaining in QDOTs at death of surviving spouse. Add all amounts in column (f) and line 5 .
.
.
.
.
.
.
.
.
.
.
7
Total from additional Schedule(s) A, column (i), attached to this schedule for marital and charitable deductions
.
.
.
.
.
.
.
.
.
.
.
8
Total of marital and charitable deductions. Add all amounts in column (i) and line 7
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Summary of Prior Years
Taxable Distributions		 Other Summaries
.
.		 8

Form 706-QDT (Rev. 8-2025) Page 3 Schedule B Trustee for Respective Trusts (To be completed by trustee.) Part I General Information (see instructions)

1a Name of trust 1b EIN of trust 2a Name of trustee 2b SSN or EIN of trustee
2c Address of trustee (number and street) 2c Address of trustee (number and street) 2c Address of trustee (number and street) 2dApt. or suite no. 2eCity, town, or post office 2eCity, town, or post office 2eCity, town, or post office 2fState 2fState 2g ZIP code
3 Name of designated filer, if applicable 3 Name of designated filer, if applicable 4a Name of decedent 4a Name of decedent 4a Name of decedent 4a Name of decedent 4b Decedent’s date of death 4b Decedent’s date of death 4c SSN of decedent 4c SSN of decedent
5a Name of surviving spouse

 5b Surviving spouse’s date of death, if applicable 5b Surviving spouse’s date of death, if applicable 5b Surviving spouse’s date of death, if applicable 5b Surviving spouse’s date of death, if applicable 5c Surviving spouse’s current marital status (or at death, if applicable) 5c Surviving spouse’s current marital status (or at death, if applicable) 5c Surviving spouse’s current marital status (or at death, if applicable) 5d TIN of surviving spouse 5d TIN of surviving spouse

  • For prior years taxable distributions complete columns (a) and (b).

  • For current year taxable distributions complete columns (c), (d), (e), (f), and (g).

• Attach additional copies of Schedule B, Part II, if necessary.

Prior Years
Taxable Distributions		 Current Year Taxable Distributions
(a)
Year		 (b)
Amount		 (c)
Date of
distribution		 (d)
Description		 (e)
Value		 (f)
Amount of hardship
exemption claimed		 (f)
Amount of hardship
exemption claimed		 (g)
Net transfer
(subtract column (e)
from column (f))
6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 7
6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 8
6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 6
Total from additional Schedule(s) B, Part II, column (b), attached to this schedule for prior years taxable distributions .
.
.
.
.
.
.
.
.
7
Total of prior years taxable distributions. Add all amounts in column (b) and line 6 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
8
Total from additional Schedule(s) B, Part II, column (g), attached to this schedule for current year taxable distributions .
.
.
.
.
.
.
.
.
9
Total of current year taxable distributions. Add all amounts in column (g) and line 8
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
 9

Form 706-QDT (Rev. 8-2025) Page 4 Schedule B Trustee for the Respective Trust (To be completed by trustee.) (continued) Part III Taxable Property in Trust at Death of Surviving Spouse (see instructions) 10 Enter all property remaining in the QDOT on the date of death of the surviving spouse (or the date the trust failed to qualify as a QDOT, if applicable). Attach additional copies of Schedule B, Part III, if necessary.

(a) Item number

(b) Description

(c) Alternate valuation

date

(d) Value

11 Add all amounts in column (d) . . . . . . . . . . . . . . . . . . . . . . . 11 12 Total from additional Schedule(s) B, Part III, line 11, attached to this schedule . . . . . . . 12 13 Total. Add lines 11 and 12 . . . . . . . . . . . . . . . . . . . . . . . . 13

Form 706-QDT (Rev. 8-2025)

Form 706-QDT (Rev. 8-2025) Page 5 Schedule B Trustee for the Respective Trust (To be completed by trustee.) (continued) Part IV Marital Deductions (see instructions)

14

Enter the marital deductions for any property that both remained in the QDOT on the date of the surviving spouse’s death and was includible in the gross estate of the surviving spouse (or would have been includible if the surviving spouse had been a U.S. citizen or resident). Attach additional copies of Schedule B, Part IV, if necessary.

(a) Item number

(b) Description of property interests passing to spouse

(c) Value

15 Add all amounts in column (c) . . . . . . . . . . . . . . . . . . . . . . . 15 16 Total from additional Schedule(s) B, Part IV, line 15, attached to this schedule . . . . . . . 16 17 Total. Add lines 15 and 16 . . . . . . . . . . . . . . . . . . . . . . . . 17

Form 706-QDT (Rev. 8-2025)

Form 706-QDT (Rev. 8-2025) Page 6 Schedule B Trustee for the Respective Trust (To be completed by trustee.) (continued) Part V Charitable Deductions (see instructions)

18

Enter the charitable deductions for any property that both remained in the QDOT on the date of the surviving spouse’s death and was includible in the gross estate of the surviving spouse (or would have been includible if the surviving spouse had been a U.S. citizen or resident). Attach additional copies of Schedule B, Part V, if necessary.

(a) Item number

(b) Description

(c) Name and address of beneficiary

(d) Character of

institution

(e) Amount

19 Add all amounts in column (e) . . . . . . . . . . . . . . . . . . . . . . . 19 20 Total from additional Schedule(s) B, Part V, line 19, attached to this schedule . . . . . . . 20 21 Total. Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . 21

Form 706-QDT (Rev. 8-2025)

GoCodebook provides public access, search, citation, multilingual explanation, and practical interpretation of legally adopted building regulations. It is not a substitute for the official ICC or California code publications.