Since the amendment to the Massachusetts estate tax law in October 2023 became effective retroactively for decedents dying on or after January 1, 2023, the Department of Revenue has released a new estate tax return form (M-706) to reflect the changes in the Massachusetts Estate Tax.
Learn about the basics of the amendment to the law and how to prepare the new Massachusetts Estate Tax Return (M-706), as well as how to calculate estate tax for a Massachusetts resident with property outside Massachusetts and a non-resident with property in Massachusetts. Bring your questions!