11. When To File

NoYes

Was 706 Filed After July 2015?

No 8971 Required

NoYes

Was 706 Filed On/Before 05/30/2016?

706 Was Filed On/After 05/31/2016


8971/Sched A due within 30 days of earlier of:

  • 706 due date (incl ext)
  • 706 filing date

No extension for filing Form 8971 is currently available

8971/Sched A Due

06/30/2016