Form inheritance tax 2026

1. Click ‘Get Form’ to open the Inheritance Tax Return in the editor.
2. Begin by entering the decedent's information, including their last name, first name, social security number, and date of death. Ensure accuracy as this information is crucial for processing.
3. Indicate whether the decedent had a will by selecting 'Yes' or 'No'. If 'Yes', attach a copy of the will to your submission.
4. Fill in details about the personal representative, including their name and address. This person will be responsible for filing the return.
5. Complete the financial sections by entering values for real estate, personal property, jointly-owned property, and any transfers made during the decedent's life. Make sure to round amounts to the nearest dollar.
6. Review all entries for accuracy before signing. The personal representative must sign and date the form to validate it.

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