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

Estate tax forms - current period - Department of Taxation and Finance 2025

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The document is the New York State Estate Tax Return (Form ET-706) for estates of individuals who died in 2013. It outlines the necessary information and procedures for filing an estate tax return, including details about the decedent, executor, and property involved. The form requires computation of the taxable estate, federal estate tax, and any applicable credits or deductions. It also includes schedules for reporting property values and any ongoing litigation related to the decedent's estate.

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Click ‘Get Form’ to open the Estate Tax Return (ET-706) in the editor.
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.
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.
Fill in details about the executor, including their name, contact information, and whether they are submitting Letters Testamentary or Administration.
Complete Schedule 1 for residents or Schedule 2 for nonresidents by listing real and tangible personal property included in the federal gross estate.
Proceed to calculate tax computations as outlined in Schedule A and B. Ensure all necessary deductions are accounted for.
Review all entries for accuracy before signing and submitting your return. Attach any required documents as specified in the instructions.

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Versions	Form popularity	Fillable & printable
2019	4.8 Satisfied (41 Votes)
2017	4.4 Satisfied (193 Votes)
2016	4.4 Satisfied (183 Votes)
2015	4.2 Satisfied (108 Votes)
2014	4.1 Satisfied (28 Votes)
2013	4.2 Satisfied (35 Votes)
2011	4.4 Satisfied (40 Votes)
2010	4 Satisfied (41 Votes)
2006	4 Satisfied (59 Votes)
2004	4.4 Satisfied (69 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the 3-year rule for a deceased estate?

Understanding the Deceased Estate 3-Year Rule The core premise of the 3-year rule is that if the deceaseds estate is not claimed or administered within three years of their death, the state or governing body may step in and take control of the distribution and management of the assets.

What are the common mistakes when filing Form 706?

At our firm, we frequently encounter these errors that can put families at risk: Not filing Form 706 because the estate falls below the exemption threshold. Incomplete or inaccurate asset valuations that trigger IRS audits. Missing critical deadlines for filing or requesting extensions.

What is the estate tax form 706?

The executor of a decedents estate uses Form 706 to figure the estate tax imposed by Chapter 11 of the Internal Revenue Code. Form 706 is also used to compute the generation-skipping transfer (GST) tax imposed by Chapter 13 on direct skips.

How many months after your death is the federal estate tax due?

Generally, the estate tax return is due nine months after the date of death. A six-month extension is available if requested prior to the due date and the estimated correct amount of tax is paid before the due date.

What is the due date for a form 706?

When to file. Generally, the estate tax return is due nine months after the date of death. A six-month extension is available if requested prior to the due date and the estimated correct amount of tax is paid before the due date. The gift tax return is due on April 15 following the year in which the gift is made.

What documents are needed to file an estate tax return?

What other information do I need to include with the return? Copies of the death certificate. Copies of the decedents will and/or relevant trusts. Copies of appraisals. Copies of relevant documents regarding litigation involving the estate.

What happens to the federal estate tax in 2025?

The lifetime gift/estate tax exemption is $13.99 million in 2025. Couples making joint gifts can double that amount. This exemption has helped affluent families pass along substantial gifts tax-free.

What is the due date for filing form 706 for an estate?

You must file Form 706 to report estate and/or GST tax within 9 months after the date of the decedents death.

Estate tax forms - current period - Department of Taxation and Finance 2025

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