Date of death in, every 2026 federal estate deadline out

Enter the date of death: get the 9-month Form 706 due date, the Form 4768 extended date, the earliest Pay.gov closing-letter request date, the five-year late-portability window, and the 2026 $15,000,000 exclusion math - in the browser tab you already have open.

Basic exclusion for the year of deathUSD
Exclusion + DSUE availableUSD
Taxable estate after deductionsUSD
Estimated federal estate tax (40% of the excess)USD
Form 706 due (9 months, IRC 6075(a))
Extended due date (Form 4768)
Days left to the operative deadlinedays
Earliest closing-letter request (Pay.gov, $56)
Late portability window closes (Rev. Proc. 2022-32)
Month-one failure-to-file addition (IRC 6651(a)(1))USD
Every date and dollar above is free, with no key and no limit.
Next job, different axis: take it with you and make it repeat — export this dated checklist as a .csv for the client file, and set Chrome alarms that fire ahead of each date. $60 once · one licence key per person or team seat · 7-day full refund. Form 706 prep starts near $2,500, estate CPAs bill $150-$400/hr, and the IRS closing letter is a $56 Pay.gov fee (T.D. 10031).

CSV export + deadline alarms — $60 →

Exclusion locked to the year of death
Applies the IRC 2010(c)(3) basic exclusion for the decedent's year of death - $15,000,000 for 2026 under OBBBA section 70106 and Rev. Proc. 2025-32, $13,990,000 for 2025 - instead of the repealed sunset figure that pre-2025 sources still quote.
Nine-month due date and the Form 4768 extension
Counts the IRC 6075(a) nine-month Form 706 due date from the date of death and, when the automatic Form 4768 extension is elected, the six-month extended date, then shows days remaining from today.
Earliest closing-letter request date
The IRS asks requesters to wait at least nine months after Form 706 is filed before ordering Letter 627 on Pay.gov; this dates that window from the actual filing date so nobody pays the user fee early.
Five-year late portability election window
When the gross estate is under the filing threshold, Rev. Proc. 2022-32 allows a late DSUE portability election up to the fifth anniversary of death; the tool dates that anniversary and says when it does not apply.
Month-one cost of slipping the date
Prices the IRC 6651(a)(1) failure-to-file addition - five percent of the tax for each month or fraction of a month - so the deadline has a dollar figure next to it, not just a date.
CSV checklist export and deadline alarms
The paid layer writes the dated checklist to a .csv you can drop in the client file and sets Chrome alarms ahead of each date, so the clock keeps running after the tab is closed.

Get the complete version $60

This page is the working piece. The full pack has everything below.

Enter the date of death: get the 9-month Form 706 due date, the Form 4768 extended date, the earliest Pay.gov closing-letter request date, the five-year late-portability window, and the 2026

Form 706 prep starts near $2,500, estate CPAs bill $150-$400/hr, and the IRS closing letter is a $56 Pay.gov fee (T.D. 10031).

Buy the full version — $60

Questions people ask

What does this actually do?

You type a date of death, a gross estate figure and the date Form 706 was filed. It returns the nine-month Form 706 due date under IRC 6075(a), the six-month Form 4768 extended date, the earliest date you may order the IRS closing letter on Pay.gov, the five-year late-portability anniversary, the year-of-death basic exclusion, and the estimated tax at the 40 percent top rate.

Who is it for?

US estate attorneys, trust officers, fiduciary CPAs and individual executors who are administering a decedent's estate in 2026 and need the federal filing calendar for that particular death date. It is written for the person who has the date of death in front of them and has to put four dates in a file, not for general estate planning.

Why not just ask a chatbot or use a free date calculator?

A generic date calculator does not know the 2026 basic exclusion is $15,000,000. Models trained before the One Big Beautiful Bill Act was signed in July 2025 still repeat the repealed sunset of roughly seven million dollars, which flips whether an estate owes tax at all. This tool holds the year-of-death figure from Rev. Proc. 2025-32 and shows its arithmetic.

What is free and what needs the key?

Everything the calculator computes is free with no key, no limit and no watermark, in the popup and on the free web page. The $60 key unlocks two different things, not more calculation: exporting the dated checklist as a .csv you can file, and Chrome alarms that fire ahead of each deadline after the tab is closed.

What would this cost otherwise?

Preparing a Form 706 starts around $2,500 and estate CPAs bill roughly $150 to $400 an hour, so re-deriving a filing calendar by hand is billable time. The IRS closing letter is a separate $56 Pay.gov user fee set by T.D. 10031 in May 2025, and it is wasted if the request is filed before the nine-month wait is up.

Does it send my estate figures anywhere?

No. The calculation runs entirely in your browser tab; nothing about the decedent, the estate value or the dates leaves the machine. The only outbound request the extension ever makes is a licence-key check against api.polar.sh when you use the paid export or alarm features, and that request carries the key and nothing else.

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