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Estate tax forms and instructions - Department of Taxation and Finance

Estate tax forms and instructions - Department of Taxation and Finance 2026

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The document provides instructions for completing Form ET-85, New York State Estate Tax Certification, applicable for estates of individuals who died on or after April 1, 2014. It outlines when to use the form, who may file it, and details about estate tax filing requirements based on the decedent's residency and the timing of executor appointment. The document also specifies the basic exclusion amounts for different dates of death, liability of applicants, and necessary supplemental documents. Additionally, it includes information on where to file the form and resources for assistance.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the decedent's information, ensuring that the social security number is accurate. Attach a photocopy of the death certificate.
If applicable, provide representative information for any authorized individuals assisting with the estate. If using a power of attorney, attach Form ET-14.
Fill in executor/applicant details. If no executor is appointed, enter your information in the designated area.
Estimate the net estate by entering total asset values on lines 1 through 7. Include taxable gifts as specified on line 8.
Complete and attach Form ET-117 if a release of lien is needed for real property or cooperative apartments.
Mail the completed form along with any required documents to the NYS Estate Tax Processing Center at the provided address.

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