Estate Tax Forms

When someone dies owning real estate in New York, the state places a tax lien on it. That lien must be released before the property can be sold. Your title company requires this at closing.

Selling or transferring real estate from an estate.

Required when an estate may be subject to NY estate tax. Reports the value of all assets and calculates any tax owed. Filed with the ET-117.

The estate you're administering may exceed the NY exemption amount.

Step-by-step instructions for completing the ET-85 Estate Tax Certification form.

You're filling out the ET-85 and need guidance.

Required when the deceased was not a resident of New York. Establishes where they were legally domiciled at the time of death.

The deceased lived outside New York but owned property here.

The full estate tax return for estates exceeding the New York State exemption. Required for deaths on or after January 1, 2019.

The estate exceeds the NY exemption and a full tax return is required.

Authorizes someone (usually an attorney or accountant) to act on behalf of the estate for tax matters with the NY Department of Taxation.

You want an attorney or accountant to handle estate tax filings on your behalf.