Application for Tennessee Inheritance Tax Waiver - state tn 2026

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  1. Click ‘Get Form’ to open the Application for Tennessee Inheritance Tax Waiver in the editor.
  2. Begin by filling in the decedent's complete name and resident county. Ensure you also enter the date of death and social security number accurately.
  3. Indicate whether a representative has been appointed. If yes, provide their name; if no, check the box indicating there is no will and attach a copy if applicable.
  4. Answer whether an Inheritance Tax Return has been filed. If not, confirm if it will be filed by the due date and provide any relevant dates or account numbers.
  5. In Question 3, list all assets of the estate, including real property and personal property. Use additional sheets if necessary to ensure all information is captured.
  6. Provide details about beneficiaries, including their relationship to the decedent and their names.
  7. Finally, fill in your contact information as the applicant, including your name, address, daytime phone number, and date of application before submitting.

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Charity exemption Like the spousal exemption, assets passing to charity on death are exempt from inheritance tax. As such, if an entire estate passes to charity, there will be no inheritance tax due.
Tennessee Waiver required if decedent was a legal resident of Tennessee. BUT, no tax waiver or consent is required for property passing to the surviving spouse, tenant by entirety or joint tenant with rights of survivorship.
In general, any inheritance you receive does not need to be reported to the IRS. You typically dont need to report inheritance money to the IRS because inheritances arent considered taxable income by the federal government. That said, earnings made off of the inheritance may need to be reported.
Alabama. Alabama has no death taxes, which will make your heirs happy. Alaska. Alaska residents can transfer assets to heirs tax-free when they die. Arizona. Whats not to love about Arizona? Arkansas. California. Colorado. Delaware. Florida.
Transfer assets into a trust Because those assets dont legally belong to the person who set up the trust, they arent subject to estate or inheritance taxes when that person passes away. Setting up a trust also has other financial benefits, such as helping the estate avoid probate.

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Tennesseans still need to adhere to the federal estate tax though. However, this will only apply to a select group of people who have high enough estate values, as the 2025 federal estate tax exemption is $13.99 million. You may find it helpful to prepare your estate with the help of a professional.
Currently, only six states require an inheritance tax including neighboring Kentucky. The good news is that Tennessee is not one of those six states. This means that if you are a resident of Tennessee, or own real estate in this state, you will not have to pay an inheritance tax.
No, Tennessee does not have an inheritance tax. In fact, most states do not impose inheritance tax, so it is very unlikely that you will have to pay an inheritance tax no matter where you live. Similarly, there is no federal inheritance tax, meaning if your state does not impose one, you do not have to pay one at all.

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