Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Form 706 & CA reporting

EarlineLaBuy
Level 3

I am filing a Form 706 for an estate that is over $11,700,000, (died in 2021).  How do I file the CA return and pay the taxes due to CA? Can I do this in Lacerte?

0 Cheers
3 Comments 3
sjrcpa
Level 15

You don't. CA does not have estate tax.

The more I know, the more I don't know.
EarlineLaBuy
Level 3

When did CA get rid of their estate tax?

0 Cheers
joshuabarksatlcs
Level 10

There is currently no estate tax, inheritance tax, or generation skipping transfer tax in California for any person with a date of death as of January 1, 2005 or after. 

Under the old law, CA estate tax was a "pickup tax".  When federal repealed the state credit, CA estate tax ended. 

There are enough living people to tax in CA.   


I come here for kudos and IRonMaN's jokes.