Estates, trusts and inheritance forms, United States
Returns for estates and trusts, inheritance and gift tax.
Forms on our list
Forms without a link have no guide yet. The official copy is on the agency website.
- Form 1041U.S. Income Tax Return for Estates and Trusts
- Schedule D (Form 1041)Capital Gains and Losses (Estates and Trusts)
- Schedule K-1 (Form 1041)Beneficiary’s Share of Income, Deductions, Credits, etc.
- Form 1041-ESEstimated Income Tax for Estates and Trusts
- Form 1041-VPayment Voucher for Estates and Trusts
- Form 1041-AU.S. Information Return Trust Accumulation of Charitable Amounts
- Form 5227Split-Interest Trust Information Return
- Form 706United States Estate (and Generation-Skipping Transfer) Tax Return
- Form 706-NAUnited States Estate (and Generation-Skipping Transfer) Tax Return (Estate of Nonresident Not a Citizen of the U.S.)
- Form 706-GS(D)Generation-Skipping Transfer Tax Return for Distributions
- Form 706-GS(T)Generation-Skipping Transfer Tax Return for Terminations
- Form 709United States Gift (and Generation-Skipping Transfer) Tax Return
- Form 8971Information Regarding Beneficiaries Acquiring Property From a Decedent
- Form 3520-AAnnual Information Return of Foreign Trust With a U.S. Owner
- Form 4970Tax on Accumulation Distribution of Trusts
- Form 56Notice Concerning Fiduciary Relationship
- Form 41Fiduciary Income Tax Return
- Schedule K-1 (41)Fiduciary Beneficiary's Share of Income, Deductions, Credits, etc.
- Form FDT-VFiduciary Income Tax Payment Voucher
- Form EST-1Alabama Estate Tax Return
- Form ET-1 (AK)Alaska Estate Tax Return
- Form 6900-FFiduciary and Trust Partnership Interest Information Schedule
- Form 141AZArizona Fiduciary Income Tax Return
- Form 141AZ EXTApplication for Filing Extension for Fiduciary Returns
- Form 141AZ VFiduciary Income Tax Payment Voucher
- Form 141AZ ESFiduciary Estimated Tax Payment Voucher
- Schedule K-1 (Form 141AZ)Resident Beneficiary's Share of Fiduciary Adjustment
- Schedule K-1(NR) (Form 141AZ)Nonresident Beneficiary's Share of Income and Deductions
- Form AR1002FFiduciary Income Tax Return (Resident Trusts and Estates)
- Form AR1002NRNonresident Fiduciary Income Tax Return
- Form AR1002VFiduciary Income Tax Payment Voucher
- Form AR1055-FERequest for Extension of Time for Filing Fiduciary Tax Returns
- Form AR K-1FEBeneficiary's Share of Fiduciary Income, Deductions, Credits, etc.
- Form 541California Fiduciary Income Tax Return
- Schedule K-1 (541)Beneficiary's Share of Income, Deductions, Credits, etc.
- Form 541-ESEstimated Tax for Fiduciaries
- Form FTB 3563Payment for Automatic Extension for Fiduciaries
- Form 541-ATrust Accumulation of Charitable Amounts
- Form 541-BCharitable Remainder and Pooled Income Trusts
- Form DR 0105Colorado Fiduciary Income Tax Return
- Schedule G (DR 0105)SALT Parity and Nonresident Beneficiary Tax Calculation
- Form DR 0105EPEstate/Trust Estimated Tax Payment Form
- Form DR 0158-FExtension of Time for Filing a Colorado Fiduciary Income Tax Return
- Form DR 0900FFiduciary Income Tax Payment Form
- Form CT-1041Connecticut Income Tax Return for Trusts and Estates
- Schedule CT-1041 K-1Beneficiary's Share of Certain Connecticut Items
- Form CT-1041 ESEstimated Connecticut Income Tax Payment Coupon for Trusts and Estates
- Form CT-1041 EXTApplication for Extension of Time to File Connecticut Income Tax Return for Trusts and Estates
- Form CT-1041VConnecticut Fiduciary Electronic Filing Payment Voucher
- Form CT-706/709Connecticut Estate and Gift Tax Return
- Form CT-706 NTConnecticut Estate Tax Return (for Nontaxable Estates)
- Form CT-706/709 EXTApplication for Estate and Gift Tax Return Filing Extension and Payment Extension
- Form FID-TAXDelaware Fiduciary Income Tax Return (formerly Form 400)
- Form FID-BENBeneficiary's Share of Income, Deductions and Credits (Schedule K-1)
- Form FID-ESTDelaware Estimated Fiduciary Income Tax Voucher (formerly Form 400-ES)
- Form FID-EXTApplication for Automatic Extension of Time to File Fiduciary Return (formerly Form 400-EX)
- Form DR-312Affidavit of No Florida Estate Tax Due
- Form DR-313Affidavit of No Florida Estate Tax Due When Federal Return is Required
- Form F-706Florida Estate Tax Return
- Form 501Georgia Fiduciary Income Tax Return
- Form 501XAmended Georgia Fiduciary Income Tax Return
- Schedule K-1 (Form 501)Beneficiary's Share of Income, Adjustments, and Credits
- Form N-40Fiduciary Income Tax Return
- Schedule K-1 (Form N-40)Beneficiary's Share of Income, Deductions, Credits, etc.
- Form N-101VFiduciary Income Tax Payment Voucher
- Form M-6Hawaii Estate Tax Return
- Form M-6GSHawaii Generation-Skipping Transfer Tax Return
- Form M-6AApplication for Extension of Time to File Hawaii Estate Tax Return
- Form N-110Statement of Person Claiming Refund Due a Deceased Taxpayer
- Form 66Idaho Fiduciary Income Tax Return (Estates and Trusts)
- Form 66VIdaho Fiduciary Income Tax Payment Voucher
- Form 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
- IL-56Notice of Fiduciary Relationship
- IL-1041Fiduciary Income Tax Return
- IL-1041-VFiduciary Payment Voucher
- IL-1041-XAmended Fiduciary Return
- IL-1310Refund Due a Deceased Taxpayer
- Schedule F (IL-1041)Pre-1969 Gains
- Schedule K-1-TBeneficiary’s Share
- Schedule K-1-T(3)Beneficiary Pass-Through
- Schedule D (IL-1041)Beneficiary Information (Fiduciary Income and Replacement Tax)
- Form 700Illinois Estate and Generation-Skipping Transfer Tax Return (Attorney General)
- IT-41Indiana Fiduciary Income Tax Return
- IT-41ESFiduciary Estimated Tax and Extension Payment Voucher
- Schedule IN K-1 (IT-41)Beneficiary's Share of Indiana Adjusted Gross Income, Deductions, Modifications, and Credits
- IH-5Claim for Refund of Indiana Inheritance Tax
- IT-1310Statement of Person Claiming Refund Due a Deceased Taxpayer
- Schedule 1 (IT-41)Other Taxes
- Schedule Composite (Form IT-20S, IT-65, IT-41)
- Form IH-5Inheritance Tax Refund Claim
- IA 1041Iowa Fiduciary Income Tax Return (Estates and Trusts)
- Schedule K-1 (IA 1041)Iowa Beneficiary's Share of Income, Deductions, and Credits
- IA 1041VIowa Fiduciary Income Tax Payment Voucher
- IA 706Iowa Inheritance Tax Return
- IA 63-001Application for Release of Inheritance Tax Lien
- IA 28-005Fiduciary Income Tax Certificate of Acquittance Request
- IA 1310Statement of Person Claiming Refund Due a Deceased Taxpayer
- Form K-41Kansas Fiduciary Income Tax Return
- Form K-41VKansas Fiduciary Payment Voucher
- Form K-18Fiduciary Report of Nonresident Beneficiary Tax Withheld
- 741Kentucky Fiduciary Income Tax Return
- 741-VKentucky Fiduciary Payment Voucher
- 92A200Kentucky Inheritance and Estate Tax Return
- 92A201Kentucky No-Tax-Due Inheritance Tax Return
- 92A205Application for Permission to Transfer Property Without Paying Inheritance Tax (Affidavit of Exemption)
- 73A050Statement of Person Claiming Refund Due a Deceased Taxpayer
- Schedule D (Form 741)Capital Gains
- Schedule K-1 (Form 741)Beneficiary Share
- Form IT-541Louisiana Fiduciary Income Tax Return
- Schedule K-1 (Form IT-541)Beneficiary's Share of Income, Deductions, and Credits
- Form R-541VFiduciary Income Tax Return Payment Voucher
- Form IT-541ESLouisiana Estimated Tax Declaration for Fiduciaries
- Form R-6466Application for Extension of Time to File Fiduciary Income Tax Return
- Form 1041MEMaine Income Tax Return for Estates and Trusts
- Schedule A (Form 1041ME)Fiduciary Tax Credits and Modifications Schedule
- Schedule NR (Form 1041ME)Nonresident Estate or Trust Schedule
- Form 1041ES-MEEstimated Tax Payment Voucher for Estates and Trusts
- Form 1041EXT-MEExtension Payment Voucher for Estates and Trusts
- Form 706MEMaine Estate Tax Return
- Form 706ME-EZMaine Estate Tax Return for Nontaxable Estates
- Certificate of Discharge of Estate Tax LienApplication for Certificate of Discharge of Maine Estate Tax Lien
- Form 504Maryland Fiduciary Income Tax Return
- Form 504 Schedule K-1Fiduciary Beneficiary's Information
- Form 504DMaryland Fiduciary Declaration of Estimated Income Tax
- Form 504EMaryland Application for Extension to File Fiduciary Income Tax Return
- Form 504UPUnderpayment of Estimated Income Tax by Fiduciaries
- Form 504NRMaryland Fiduciary Nonresident Income Tax Calculation
- Form MET-1Maryland Estate Tax Return
- Form MET-1EApplication for Extension of Time to File Maryland Estate Tax Return
- Form 2Massachusetts Fiduciary Income Tax Return
- Schedule 2K-1Beneficiary's Massachusetts Information
- Form 2GGrantor's or Other Owner's Share of a Grantor-Type Trust
- Form 2-ESEstimated Income Tax Payment Vouchers for Fiduciaries
- Form M-2210FUnderpayment of Massachusetts Estimated Income Tax for Fiduciaries
- Form M-8736Fiduciary Income Tax Extension Payment Voucher
- Form M-706Massachusetts Estate Tax Return
- Form M-4768Application for Extension of Time to File Massachusetts Estate Tax Return
- Form M-4422Application for Certificate Releasing Massachusetts Estate Tax Lien
- Form M-792Certificate Releasing Massachusetts Estate Tax Lien
- Form MI-1041Michigan Fiduciary Income Tax Return
- Form MI-1041DFiduciary Adjustments of Capital Gains and Losses
- Form MI-1041ESMichigan Estimated Income Tax Voucher for Fiduciaries
- Form 5019Michigan Fiduciary Direct Deposit of Refund
- Form 5029Michigan Fiduciary Nonresident Schedule
- Form 3581Michigan Estate Tax Return / Lien Release Application
- Form M2Income Tax Return for Estates and Trusts
- Schedule M2MTAlternative Minimum Tax for Estates and Trusts
- Schedule M2NMNon-Minnesota Income and Deductions for Estates and Trusts
- Schedule M2SBIncome Tax Computation for S Portion of ESBT
- Schedule KFBeneficiary's Share of Minnesota Taxable Income
- Form M2XAmended Income Tax Return for Estates and Trusts
- Form M706Minnesota Estate Tax Return
- Form M706QElection to Claim the Qualified Small Business and Farm Property Deduction
- Form 81-110Fiduciary Income Tax Return for Estates and Trusts
- Form 81-131Fiduciary Schedule K-1 (Beneficiary's Share of Income)
- Form 81-132Fiduciary Grantor Trust Summary Schedule
- Form 81-155Fiduciary Supplemental Income and Deduction Schedule
- Form 81-300Fiduciary Income Tax Payment Voucher
- Form 81-401Fiduciary Summary of Tax Credits
- Form 94-101Mississippi Estate Tax Release / Certificate of No Tax Due
- Form MS8453-F (81-415)Fiduciary e-File Declaration
- Form MO-1041Fiduciary Income Tax Return
- Form MO-NRFNonresident Fiduciary Form
- Form MO-5090Fiduciary Income Tax Payment Voucher
- Form MO-376Missouri Estate Tax Return
- Form FID-3Montana Income Tax Return for Estates and Trusts
- Schedule K-1 (FID-3)Beneficiary's Share of Montana Income, Deductions, and Credits
- Form FID-ESMontana Fiduciary Income Tax Payment Voucher
- Form INH-2Application for Determination of Inheritance/Estate Tax Lien Release
- Form 1041NNebraska Fiduciary Income Tax Return
- Schedule I (1041N)Computation of Nebraska Tax for Partially-Taxed Fiduciary
- Schedule II (1041N)Nonresident Beneficiary's Share of Nebraska Income
- Schedule K-1N (1041N)Beneficiary's Share of Income, Deductions, Modifications, and Credits
- Form 1041N-ESNebraska Fiduciary Estimated Income Tax Payment Vouchers
- Form 500TNebraska County Inheritance Tax Worksheet and Return
- Form EST-NVNevada Estate Tax Pick-Up Return / Certificate of No Estate Tax Due (NRS 375A)
- Form DOV-TRReal Property Transfer Tax Declaration of Value - Trust and Estate Transfers (Exemptions #7 & #9)
- Form UP-1Unclaimed Property Holder Report and Fiduciary Remittance (Estates & Trusts)
- Form UP-2Estate / Heir Unclaimed Property Claim Affidavit
- Form NH-1041Fiduciary Business Profits Tax Return (Estates and Trusts Conducting Business)
- Form NH-1041-ESEstimated Fiduciary Business Tax Payment Vouchers
- Form DP-145Estate Tax Return / Certificate of Discharge of Estate Tax Lien
- Form PA-33Statement of Qualification for Property Tax Credit/Exemption When Property is Held in a Trust
- Form NJ-1041New Jersey Gross Income Tax Fiduciary Return
- Form NJ-1041SBElecting Small Business Trust (ESBT) Return
- Schedule NJK-1 (NJ-1041)Beneficiary's or Grantor's Share of Income
- Form IT-RNew Jersey Resident Decedent Inheritance Tax Return
- Form IT-NRNew Jersey Non-Resident Decedent Inheritance Tax Return
- Form IT-EstateNew Jersey Estate Tax Return
- Form L-8Self-Executing Waiver Affidavit for Non-Real Estate Assets (Class A Beneficiaries)
- Form L-9Resident Decedent Affidavit Requesting Real Property Tax Waiver (Class A Beneficiaries)
- Form L-4Preliminary Investigation Report for Non-Resident Decedents
- FID-1New Mexico Fiduciary Income Tax Return
- FID-BNew Mexico Fiduciary Schedule of Allocation and Apportionment
- FID-CRNew Mexico Fiduciary Business-Related Income Tax Credit Schedule
- FID-DNew Mexico Fiduciary Pass-Through Entity Withholding Detail Report
- FID-ESNew Mexico Fiduciary Estimated Income Tax Payment Voucher
- FID-PVNew Mexico Fiduciary Income Tax Payment Voucher
- FID-EXTNew Mexico Fiduciary Income Tax Extension Payment Voucher
- RPD-41070New Mexico Estate Tax Return
- IT-205Fiduciary Income Tax Return
- IT-205-AFiduciary Allocation
- IT-205-CNew York State Resident Trust Nontaxable Certification
- IT-205-JNew York State Accumulation Distribution for Exempt Resident Trusts
- IT-205-TAllocation of Estimated Tax Payments to Beneficiaries
- IT-205-VPayment Voucher for Fiduciary Income Tax Returns
- IT-2106Estimated Income Tax Payment Voucher for Fiduciaries
- IT-370-PFApplication for Automatic Extension of Time to File for Partnerships and Fiduciaries
- Y-206Yonkers Nonresident Fiduciary Earnings Tax Return
- ET-706New York State Estate Tax Return
- ET-90New York State Estate Tax Return (Historic Decedents)
- ET-130Tentative Payment of Estate Tax
- ET-133Application for Extension of Time to File and/or Pay Estate Tax
- ET-117Release of Lien of Estate Tax
- ET-85New York State Estate Tax Certification
- IT-2106.1Fiduciary Tax Reconciliation
- D-407Estates and Trusts Income Tax Return
- D-407AEstates and Trusts Supplemental Schedule
- D-407TCEstates and Trusts Tax Credit Summary
- D-407VEstates and Trusts Income Tax Payment Voucher
- D-410PApplication for Extension for Filing Partnership, Estate, or Trust Tax Return
- NC K-1 (D-407)Beneficiary's Share of North Carolina Income, Adjustments, and Credits
- A-101North Carolina Estate Tax Return (Historic Decedents)
- Form 38North Dakota Fiduciary Income Tax Return
- Schedule K-1 (Form 38)Beneficiary's Share of North Dakota Income (Loss), Deductions, Adjustments, Credits, and Other Items
- Form 38-ESEstimated Income Tax - Fiduciaries
- Form 38-EXTFiduciary Extension Payment Voucher
- Form 38-PVFiduciary Return Payment Voucher
- Form 38-UTUnderpayment or Late Payment of Estimated Income Tax for Fiduciaries
- Form 53-1North Dakota Estate Tax Return (Historic Decedents)
- IT 1041Ohio Fiduciary Income Tax Return
- IT 1041ESEstimated Ohio Fiduciary Income Tax Payment Voucher
- IT 1041POriginal Fiduciary Income Tax Payment Voucher
- IT 1041XPAmended Fiduciary Income Tax Payment Voucher
- ET 2Ohio Estate Tax Return (Historic Decedents Prior to 2013)
- ET 22Application for Consent to Transfer Property or Other Assets
- 513Oklahoma Fiduciary Return of Income (Resident Estates and Trusts)
- 513-NROklahoma Nonresident Fiduciary Return of Income
- 561-FOklahoma Capital Gain Deduction for Trusts and Estates Filing Form 513
- 454Oklahoma Estate Tax Return / Release of Estate Tax Lien (Historic Decedents)
- OR-41Oregon Fiduciary Income Tax Return
- OR-41-VOregon Fiduciary Income Tax Payment Voucher
- Schedule OR-ASC-FIDOregon Fiduciary Adjustments
- OR-706Oregon Estate Transfer Tax Return
- OR-706-VOregon Estate Transfer Tax Payment Voucher
- OR-706-EXTRequest for Extension of Time to File Oregon Estate Transfer Tax Return
- Schedule OR-NRCOregon Natural Resource Credit for Form OR-706
- PA-41Pennsylvania Fiduciary Income Tax Return
- PA-41 Schedule RK-1Resident Beneficiary Schedule of Pass-Through Income, Loss and Credits
- PA-41 Schedule NRK-1Nonresident Beneficiary Schedule of Pass-Through Income, Loss and Credits
- PA-41 Schedule NPA-Source Income and Nonresident Tax Withheld
- PA-41 ESDeclaration of Estimated Fiduciary Income Tax
- REV-1500Pennsylvania Inheritance Tax Return - Resident Decedent
- REV-1737-APennsylvania Inheritance Tax Return - Nonresident Decedent
- REV-1502Schedule A - Real Estate (Inheritance Tax)
- REV-1503Schedule B - Stocks and Bonds (Inheritance Tax)
- REV-1508Schedule F - Jointly Owned Property (Inheritance Tax)
- REV-1511Schedule H - Funeral Expenses and Administrative Costs (Inheritance Tax)
- REV-516Notice of Transfer (Stock Waiver)
- RI-1041Rhode Island Fiduciary Income Tax Return
- RI-1041ESRhode Island Fiduciary Estimated Tax Payment Voucher
- RI-1041VRhode Island Fiduciary Payment Voucher
- RI-8736Application for Extension of Time to File Rhode Island Fiduciary Return
- RI-100ARhode Island Estate Tax Return
- RI-100Rhode Island Estate Tax Return (Decedents Prior to 2015)
- T-77Discharge of Estate Tax Lien Request
- T-79Statement of No Estate Tax Due
- RI-4768Application for Extension of Time to File a Rhode Island Estate Tax Return
- SC1041South Carolina Fiduciary Income Tax Return
- SC1041 K-1Beneficiary's Share of South Carolina Income, Deductions, Credits, etc.
- SC1041ESSouth Carolina Fiduciary Declaration of Estimated Tax
- SC1041VFiduciary Income Tax Payment Voucher
- SC41Fiduciary Report of Nonresident Beneficiary Tax Withheld
- SPT 011-TRSouth Dakota Trust Company / Fiduciary Financial Institution Franchise Tax Return
- PT-56Historical Inheritance Tax Lien Release and Clearance Application
- INH301Tennessee Inheritance Tax Return (Historic Estates and Lien Release Filings)
- INH302Application for Release of Tennessee Inheritance Tax Lien on Real Property
- FAE170-TRTaxable Business Trust Franchise and Excise Tax Return
- 02-105Texas Inheritance Tax Historical Lien Release and Estate Declaration
- TC-41Utah Fiduciary Income Tax Return (Estates and Trusts)
- TC-41AFiduciary Supplemental Schedule (Additions, Subtractions, and Credits)
- TC-41BNonresident or Part-Year Resident Estate or Trust Schedule
- TC-41K-1Beneficiary's Share of Utah Fiduciary Income, Deductions, and Credits
- TC-548Fiduciary Income Tax Prepayment and Extension Coupon
- TC-42Utah Estate Tax Return (Historic / Lien Release)
- FI-161Vermont Fiduciary Return of Income (Estates and Trusts)
- FI-162Schedule of Vermont Fiduciary Adjustments and Nonresident Allocation
- FI-165Application for Extension of Time to File Vermont Fiduciary Return
- FI-166Vermont Fiduciary Estimated Tax Payment Voucher
- K-1VT-FBeneficiary's Information Return (Fiduciary Schedule K-1)
- E-250Vermont Estate Tax Return
- E-251Application for Extension of Time to File Vermont Estate Tax Return
- Form 770Virginia Fiduciary Income Tax Return
- Schedule 770ADJFiduciary Schedule of Adjustments and Credits
- Form 770IPFiduciary and Unified Nonresident Automatic Extension Payment Voucher
- Form 770-PMTFiduciary Income Tax Payment Voucher
- Form EST-80Virginia Estate Tax Historical Lien Release and Probate Certificate
- REV 85 0024Washington State Estate and Transfer Tax Return
- REV 85 0052Application for Extension of Time to File a Washington State Estate and Transfer Tax Return
- REV 85 0026Estate Tax Addendum #1 - Qualified Family-Owned Business Interests (QFOBI) Deduction
- REV 85 0027Estate Tax Addendum #2 - Qualified Property Used for Farming Deduction
- REV 85 0050Washington Estate Tax Release of Nonprobate Assets Application
- IT-141West Virginia Fiduciary Income Tax Return
- IT-141ESFiduciary Estimated Income Tax Payment Voucher
- IT-141EXTApplication for Extension of Time to File Fiduciary Income Tax Return
- IT-141VFiduciary Income Tax Payment Voucher
- ET-100West Virginia Estate Tax Historical Lien Release Application
- Form 2Wisconsin Fiduciary Income Tax for Estates or Trusts
- Schedule 2K-1Beneficiary's Share of Income, Deductions, etc.
- Schedule CCRequest for a Closing Certificate for Fiduciaries
- Schedule NR (Form 2)Wisconsin Taxable Income for Nonresident Estates and Trusts
- Schedule ESWisconsin Estate Tax Historical Lien / Closing Certificate Application
- EST-CLEAR-1Wyoming Estate Tax Repeal Affidavit / Certificate of No Wyoming Estate Tax Due
- SOS-TRUST-1Statutory Trust and Private Family Trust Company Annual Report and License Tax Return
- D-41Fiduciary Income Tax Return
- D-41ESEstimated Payment for Fiduciary Income Tax
- D-41PPayment Voucher for Fiduciary Income Tax
- FR-127FExtension of Time to File a Fiduciary Income Tax Return
- D-76DC Estate Tax Return
- D-76EZDC Estate Tax Return (Simplified)
- D-76PEstate Tax Payment Voucher
- D-77Application for Extension of Time to File DC Estate Tax Return
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