BNA Estate & Gift Tax 706 Preparer Software Updates
Current CD Shipping Version
CD Version 2011.1 shipped on October 27, 2011.
CD Version 2010.1 shipped on September 22, 2011.
Web Update Version 2010.2 posted on November 10, 2011.
Version 2010.2 Summary of Changes
Version 2010.2 includes Form 8939 (Adobe version posted by IRS October, 2011), Revised Worksheet TG and 2010 Federal Form 706 (Revised July 2011) and Instructions. The Sec. 7520 rates have been updated through November 2011. This completes the 2010 Form version.
Download BNA 706 Preparer 2010.2 Update »
(file name706.2010.2.0.7.exe -11 MB)
Note: Use this link for stand-alone installations only.
Network installations should be performed from within the program.
To install the update quit the BNA 706 Preparer, if it is running, then click the file above and save it to a temporary directory. Once saved, go to Windows Explorer and double-click on the file. The files will be unpacked, and the installation program will start automatically. After installing the program, start the BNA 706 Preparer then click “About” on the Help menu to verify that the installed release is 2010.2.
Version 2011.1 Summary of Changes
This version of the software includes the new Federal 2011 Form 706 to help you calculate estate tax returns for deaths occurring in 2011. The new Form 706 (Rev. August 2011) was released by the IRS on September 20, 2011.
Additionally, the software includes the following changes, several of which will help you maintain compliance with tax statutes for your estate tax returns:
- Federal Form 706 (Revised August 2011) and Instructions
Revised Worksheet TG - New York Form ET-706 (August 2011)
- Tax law changes for Connecticut, Hawaii, North Carolina, Illinois, and Vermont
- The 7520 rates have been updated through October 2011
Read & Download Additional Instructions:
How to Complete Column “e” for the Line 7 Worksheet of Worksheet TG (PDF) »
Download BNA 706 Preparer 2011.1 Update »
(file name 706.2011.1.0.9.exe - 23.8 MB)
Note: Use this link for stand-alone installations only. Network installations should be performed from within the program.
Installing The Program Update
To install the update quit the BNA 706 Preparer, if it is running, then click the file above and save it to a temporary directory. Once saved, go to Windows Explorer and double-click on the file. The files will be unpacked, and the installation program will start automatically. After installing the program, start the BNA 706 Preparer then click “About” on the Help menu to verify that the installed release is 2011.1. For more details, download and read the BNA Estate & Gift Tax 706 Preparer Installation Guide (PDF) »
Version 2010.1 Summary of Changes
This version of the software includes the new Federal 2010 Form 706 (and related instructions) to help you calculate estate tax returns for deaths occurring in 2010. The new Form 706 (Rev. July 2011) was released by the IRS on September 8, 2011.
Additionally, the software includes the following changes, several of which will help you maintain compliance with tax statutes for your estate tax returns:Form 8822 (Revised January 2011)
- Form 8275 and 8275-R Instructions (Revised February 2011)
- Tax law changes for Connecticut, Hawaii, North Carolina, Illinois, and Vermont.
- The 7520 rates have been updated through September 2011
Download BNA 706 Preparer 2010.1 Update »
(file name 706.2010.1.0.8.exe - 22.9 MB)
Note: Use this link for stand-alone installations only. Network installations should be performed from within the program.
Installing The Program Update
To install the update quit the BNA 706 Preparer, if it is running, then click the file above and save it to a temporary directory. Once saved, go to Windows Explorer and double-click on the file. The files will be unpacked, and the installation program will start automatically. After installing the program, start the BNA 706 Preparer then click “About” on the Help menu to verify that the installed release is 2010.1.
2012 Section 7520 Rates
|
February |
1.4% |
Revenue Ruling 2012-7 |
|
January |
1.4% |
Revenue Ruling 2012-2 |
