Form 712 2025

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The document is Form 712, a Life Insurance Statement required by the Internal Revenue Service (IRS) for reporting life insurance policies in relation to estate and gift taxes. It includes sections for information about the decedent, the insurance policy, and its value at the time of death or transfer. The form must be completed by an officer of the insurance company and filed with relevant tax returns.

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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.

Where can I get Massachusetts tax forms?

You can contact the MA Department of Revenue for general help and informaton, or to order forms, by calling 1-800-392-6089. Tax forms can be printed for you free of charge at the Reference Desk.

What is the purpose of form 712?

When an insured person or policy owner dies and an estate tax return is filed (or when a life insurance policy is transferred as a gift), Uncle Sam wants to know about it by way of the Internal Revenue Service (IRS) Federal Form 712 Life Insurance Statement.

What is the tax form for life insurance payout?

You should receive a Form 1099-R showing the total proceeds and the taxable part. Report these amounts on lines 5a and 5b of Form 1040 or 1040-SR.

Who provides form 712?

Most life insurance companies should provide this form when you provide a certified death certificate, or upon the owners request. In the case the insurance carrier does not provide a copy, you should file IRS Form 706, Schedule D.

Who fills out IRS form 712?

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

Can I fill out a w7 form online?

Can I file Form W-7 online? No, ITIN applications must be mailed or submitted in person.

How to obtain 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.

Where can I get the 712 form?

Go to .irs.gov/Form712 for the latest information. (To be filed by the executor with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, or Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the United States.)

Form 712 2025

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