Tax forms for trusts, estates, gift taxes, and inheritance. Used by fiduciaries to report income and distributions from trusts and deceased taxpayers' estates.
U.S. Income Tax Return for Estates and Trusts
The income tax return for estates and trusts, reporting the income, deductions, gains, and losses of the entity and the income distribution to beneficiaries.
Learn moreUnited States Estate (and Generation-Skipping Transfer) Tax Return
Used to calculate the estate tax and generation-skipping transfer tax on the estate of a deceased U.S. citizen or resident.
Learn moreUnited States Gift (and Generation-Skipping Transfer) Tax Return
Used to report taxable gifts and allocate the generation-skipping transfer tax exemption when gifts exceed the annual exclusion amount.
Learn moreBeneficiary's Share of Income, Deductions, Credits, etc.
Reports each beneficiary's share of the estate or trust's income, deductions, and credits that pass through to the beneficiary's personal tax return.
Learn moreInformation Regarding Beneficiaries Acquiring Property From a Decedent
Reports the final estate tax value of property distributed or to be distributed from an estate to beneficiaries, ensuring consistent basis reporting.
Learn moreNotice Concerning Fiduciary Relationship
Notifies the IRS that a fiduciary relationship exists and identifies the fiduciary responsible for the assets and tax obligations of an estate, trust, or other entity.
Learn moreEstimated Income Tax for Estates and Trusts
Used by fiduciaries of estates and trusts to calculate and pay estimated income tax when the entity expects to owe $1,000 or more in tax.
Learn moreGeneration-Skipping Transfer Tax Return for Distributions
Used by distributees to report and pay the generation-skipping transfer (GST) tax on distributions from trusts that are subject to the GST tax.
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