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Who prepares IRS Form 712?

Form 712 is filed by executors with Form 706, 706-NA, or 709 for insurance policy or premium amounts.

How do I get a Form 712?

If you have a life insurance policy claim and need to obtain a copy of the IRS Federal Form 712, you can download a copy on the IRS website.

Do insurance companies provide Form 712?

After the death of the insured, estates that need to file an estate tax return will need to ask the insurance company to provide a Form 712 for each policy insuring the decedent.

What is the purpose of Form 712?

The IRS Federal Form 712 reports the value of a life insurance policys proceeds after the insured dies for estate tax purposes. Because its typically the executor who manages the financial affairs of the deceased, its the executors responsibility to file the form - along with an estate tax return if needed.

Do you get a tax form for life insurance payments?

Generally, life insurance proceeds you receive as a beneficiary due to the death of the insured person, arent includable in gross income and you dont have to report them. However, any interest you receive is taxable and you should report it as interest received.

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Who must file Form 712?

More In Forms and Instructions Form 712 is filed by executors with Form 706, 706-NA, or 709 for insurance policy or premium amounts.

What is a 712 letter?

Form 712 (Life Insurance Statement) is a supplemental form the IRS requests whenever a life insurance policy must be valued for gift tax purposes on the Form 709 (Gift Tax return) or for estate tax purposes on the Form 706 (Estate Tax return).

Do you need a Form 712 for an annuity?

While life insurance is usually income tax free, it is not always estate tax free. That is why the Form 712 is necessary. Failure to file a Form 712 when one is necessary greatly increases the likelihood of an IRS audit on the Federal Estate Tax Return and the assessment of additional taxes, interest, and penalties.

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Who prepares IRS Form 712?

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Do insurance companies provide Form 712?

What is the purpose of Form 712?

Do you get a tax form for life insurance payments?

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