Estate tax forms - current period - Department of Taxation and Finance 2026

1. Click ‘Get Form’ to open the Estate Tax Return (ET-706) in the editor.
2. Begin by entering the decedent's information, including their last name, first name, middle initial, address at the time of death, date of death, and social security number.
3. Indicate if a copy of the death certificate is attached by marking the appropriate box. If applicable, specify if the decedent was a nonresident of New York State and attach Form ET-141.
4. Fill in details about the executor, including their name, contact information, and whether they are submitting Letters Testamentary or Administration.
5. Complete Schedule 1 for residents or Schedule 2 for nonresidents by listing real and tangible personal property included in the federal gross estate.
6. Proceed to calculate tax computations as outlined in Schedule A and B. Ensure all necessary deductions are accounted for.
7. Review all entries for accuracy before signing and submitting your return. Attach any required documents as specified in the instructions.

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