Forms by topic
IRS Forms: Estate and Gift Tax
4 forms about estate and gift tax. Each page explains the form in plain English and lets you fill out the official PDF in your browser.
Form 56Notice Concerning Fiduciary RelationshipThe form you file to tell the IRS you are acting for someone else on their taxes, as an executor, trustee, guardian or receiver.Form 709United States Gift (and Generation - Skipping Transfer) Tax ReturnThe return you file after you give someone more than $19,000 in a year, so the IRS can record those gifts and figure any tax due.Form 1041U.S. Income Tax Return for Estates and TrustsThe income tax return a fiduciary files to report what an estate or trust earned, and how much of that income went to the beneficiaries.Form 8822Change of AddressThe form you send the IRS when your home mailing address changes, so notices about your taxes reach you.
Other topics
Tax returns and schedules 371099s and information returns 8Withholding and W forms 17Payroll and employment tax 9Starting and structuring a business 6Credits and deductions 11IRAs, HSAs and retirement accounts 4Extensions and payment plans 9Transcripts, authorizations and address changes 8Refunds, identity theft and relief 6Nonprofit filings 2International and foreign status 6