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Changes to the Massachusetts Estate Tax Return

November 01, 2018

Please note that changes were made recently to the Massachusetts online estate tax return, filed through MassTaxConnect, and to the paper version (M-706).
 
The changes are as follows:

  1. The Waiver of penalty requested option was removed as that is now covered when filing an application for abatement online or using Form ABT. 
  2. Information is now being captured if line 9 of U.S. Form 706 is more than zero [changes include new bubble 6b on paper form and Part 1, line 6]. Corresponding lines throughout the form were updated to reflect the addition.

The previous version of Form M-706 will not be accepted after January 1, 2019.Please make a note of the change and discard any unused Forms M-706.