0825 Form 706 (Schedule I) (PDF)

Official source: IRS Forms, Instructions & Publications (https://www.irs.gov/pub/irs-pdf/f706si.pdf), retrieved 2026-10-03. U.S. Government work (17 U.S.C. § 105).

SCHEDULE I (Form 706) (August 2025)

Department of the Treasury Internal Revenue Service

Annuities¶

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

Generally, no exclusion is allowed for the estates of decedents dying after December 31, 1984. 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 three columns.

2 Enter all annuities the decedent received. See instructions for a description of types of annuities and rules.

(i) Item number

(ii) Description. Show the entire value of the annuity before any exclusions

(iii) Alternate valuation

date

(iv) Includible alternate

value

(v) Includible value at

date of death

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 706.

(continued on next page)

Cat. No. 94783M Schedule I (Form 706) (8-2025) Created 3/24/25

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

2 Enter all annuities the decedent received. See instructions for a description of types of annuities and rules. (continued)

(i) Item number	(ii) Description. Show the entire value of the annuity before any exclusions	(iii) Alternate valuation date

























3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3
3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	4
3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	3 Add all amounts in column (iv) or column (v), as applicable . . . . . . . . . . 4 Total from Schedule(s) W (Form 706) (or additional statements) attached to this schedule . 5 Totals. Add lines 3 and 4. Enter these amounts on Form 706, Part V, item 9 . . . . .	5

Schedule I (Form 706) (8-2025)

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