Estate, Gift & Trust Tax Forms

Find Estate, Gift & Trust Tax Forms for reporting estates, gifts, trusts, and other federal tax matters involving transferred assets and property.

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Form 56: Notice Concerning Fiduciary Relationship

Form 56 is an IRS notification form used to establish or terminate a fiduciary relationship between a taxpayer and a fiduciary.

It notifies the IRS that an individual or entity is acting on behalf of an estate, trust, or other taxpayer for federal tax matters.

Form 706: United States Estate (and Generation-Skipping Transfer) Tax Return

Form 706 is a federal estate tax return used to report the value of a decedent’s estate and determine applicable estate and generation-skipping transfer taxes.

It calculates the estate tax liability and reports property, deductions, exemptions, and other required information to the IRS.

Form 706-NA: United States Estate (and Generation-Skipping Transfer) Tax Return

Form 706-NA is used for the estate of a nonresident not a citizen of the United States when U.S. estate tax reporting requirements apply.

It reports certain U.S.-situated assets and helps calculate the federal estate and applicable generation-skipping transfer tax liability.

Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return

Form 709 is a federal gift tax return used to report certain gifts and generation-skipping transfers made during the tax year.

It reports taxable gifts and helps calculate applicable gift and generation-skipping transfer tax and the use of available exemptions.

Form 1041: U.S. Income Tax Return for Estates and Trusts

Form 1041 is a federal income tax return used by estates and trusts to report income, deductions, gains, losses, and other tax information.

It determines the estate or trust’s taxable income and tax liability and reports certain distributions and beneficiary information.

Form 8971: Information Regarding Beneficiaries Acquiring Property From a Decedent

Form 8971 is used by executors to report information about beneficiaries who acquire property from a decedent’s estate.

It provides beneficiaries and the IRS with information about estate property and the tax basis that generally must be used for the inherited property.