Form 5495

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Get your Form 5495 in 3 easy steps

  • 01 Fill and edit template
  • 02 Sign it online
  • 03 Export or print immediately

What is a 5495 Form?

Form 5495 is also known as Request for Discharge From Personal Liability. It should be filed and sent to IRS to request an exemption from income tax, gift tax, and/or inheritance tax due on a deceased person or their property.

 Form 5495 on PDFLiner

What I need Form 5495 for?

  • If you are an executor representing the property of a deceased person or a trustee, you can fill out this form to claim an exemption from personal liability for income, gift, and inheritance taxes of the deceased.

The form can be used for online and print filling out.

How to fill out Form 5495?

Download Form 5495 and follow these steps:

  • Complete the information about the decedent (name, date of death);
  • State their security number and type of tax;
  • Type in requester’s name, title, address details;
  • Complete the Tax Returns for Which Discharge From Personal Liability is Requested table.

Don’t forget to attach copies of needed documents that follow the fillable Form 5495 and sign it.

Signing Form 5495 on PDFLiner

Organizations that work with Form 5495

  • Internal Revenue Service Center

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Fillable online Form 5495
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(5 / 5) 33 votes
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