Form 706 (Schedule B) — Stocks and Bonds

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f706sb.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

SCHEDULE B (Form 706) (August 2025)

Department of the Treasury Internal Revenue Service

Stocks and Bonds¶

Attach to Form 706. Go to www.irs.gov/Form706 for instructions and the latest information.

OMB No. 1545-0015

Decedent’s name as it appears on Form 706 Decedent’s social security number

For jointly owned property that must be disclosed on Schedule E (Form 706), see instructions.
If more space is needed, attach Schedule(s) W (Form 706) or additional statements.

Note: If the value of the gross estate, together with the amount of adjusted taxable gifts, is less than the basic exclusion amount and Form 706 is being filed solely to elect portability of the DSUE amount, consideration should be given as to whether you are required to report the value of assets eligible for the marital or charitable deduction on this schedule. See the instructions for more information. If you are not required to report the value of an asset, identify the property but make no entries in the last four columns.

1 Enter all stocks and bonds that are included in the decedent’s gross estate. See instructions.

(iii) Enter CUSIP number; or if a trust, partnership, or closely held entity,

enter EIN

(i) Item number

(ii) Description, including face amount of bonds or number of shares and par value

for identification

(iv) Unit value

(v) Alternate valuation date

(vi) Alternate value

(vii) Value at date of death

(continued on next page)

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 706. Cat. No. 94775M Schedule B (Form 706) (8-2025) Created 4/18/25

Schedule B (Form 706) (8-2025) Page 2

1 Enter all stocks and bonds that are included in the decedent’s gross estate. See instructions. (continued)

(i) Item number	(ii) Description, including face amount of bonds or number of shares and par value for identification	(iii) Enter CUSIP number; or if a trust, partnership, or closely held entity, enter EIN	(iv) Unit value	(v) Alternate valuation date

























2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2
2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	3
2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	2 Add all amounts in column (vi) or column (vii), as applicable . . . . . . . . . . 3 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 4 Total. Add lines 2 and 3. Enter these amounts on Form 706, Part V, item 2 . . . . .	4

Schedule B (Form 706) (8-2025)

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