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Click ‘Get Form’ to open the IRS Form 712 PDF in our editor.
Begin by filling out Part I, which requires details about the decedent. Enter the decedent's first and last name, social security number, and date of death.
Next, provide information about the insurance policy. Fill in the name and address of the insurance company, type of policy, and policy number.
Continue by entering the value of the policy at the time of assignment and any relevant premium amounts. Ensure all beneficiary names are accurately listed.
In Part II, if applicable, complete details regarding living insured individuals. Include donor information and specifics about any gifts related to insurance policies.
Review all entries for accuracy before saving your completed form. Utilize our platform’s features to sign or share your document as needed.
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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.
Who completes IRS Form 712?
Form 712 is filed by executors with Form 706, 706-NA, or 709 for insurance policy or premium amounts.
What is the tax form for cashing out life insurance?
Surrender of policy for cash. 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 1040or 1040-SR. To report the total proceeds and taxable portion, go to our Form 1099-R - Entering Distributions from Retirement Plans FAQ.
Do I need a form 712?
When the decedents estate is taxable, it will be important to request an IRS Form 712 from the life insurance company when making the claim on the policy. This is an important document that you will want to give to your attorney or CPA who will be preparing the Federal Estate Tax Return Form 706.
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(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
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