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IRS Forms for Estates, Trusts and Gifts
12 forms used by estates, trusts and gifts. Each page explains the form in plain English and lets you fill out the official PDF in your browser.
Form SS-4Application for Employer Identification NumberThe form you file to get an Employer Identification Number, the 9-digit number your business, trust, or estate uses on tax filings.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 843Claim for Refund and Request for AbatementThe form you file to ask the IRS for a refund or to cancel certain taxes, penalties, interest, or fees you should not have been charged.Form 1040-NRU.S. Nonresident Alien Income Tax ReturnThe U.S. tax return you file when you are a nonresident alien with income from the United States or tax withheld that you want back.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 2848Power of Attorney and Declaration of RepresentativeThe form you sign to let an attorney, CPA, enrolled agent or other eligible person deal with the IRS on your behalf.Form 4506-TRequest for Transcript of Tax ReturnThe form you send the IRS when you need a transcript of a past tax return, your wage records, or proof that you did not file.Form 5329Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsThe form you attach to your tax return when a retirement, health, education, or ABLE account triggers an extra tax.Form 7004Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other ReturnsThe form you file to get automatic extra time to turn in a business, estate, trust or information return.Form 8822Change of AddressThe form you send the IRS when your home mailing address changes, so notices about your taxes reach you.Form 8949Sales and Other Dispositions of Capital AssetsThe form you attach to Schedule D to list every sale of stock, digital assets, or other property so the IRS can match your numbers.
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