How to amend Form 706

To amend a 706 return:

1. File another 706 and write the literal “Supplemental Information” across the top of page 1 of the amended return.

2. Attach copies of pages 1, 2 and 3 of the return previously filed.

Drake Tax will print “Supplemental Information” across page 1 if Amended return is selected on DEMO screen.

1. Make a backup of the client file so you can restore the original if you need a fresh start while you are working on the amendment.

2. Make a permanent copy of the original return for your records. Use one or more of these options:

   • Print a hard copy of the return.

   • Print the return using the Drake PDF Printer to Drake Document Manager.

   • Archive the return with Archive Manager (see Drake Tax – Archiving Overview).

3. Amended 706 returns cannot be e-filed.

See the Instructions for Form 706 for details.