Printable blank Form 8971

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1. What is 8971 form?

The fillable 8971 form is sent to the IRS by executors, who have to report the final tax value of the distributed estate. The form is known as the information on the beneficiaries acquiring the property from the decedent. It goes with the copy of Schedule A. Executors download the 8971 form from the IRS to inform the official on the tax return.

2. What I need the 8971 form for?

  • The blank of 8971 must be downloaded by an executor of the estate;

  • This form is used for the calculation of taxes from the estate that beneficiaries receive from the decedent;
  • The person who is required to complete the 706 or 706-NA form has to add the 8971 form;
  • You don’t have to file the tax form if the return is filed only to elect portability of DSUE;
  • It is not required when the basic exclusion sum is bigger than gross estate and adjusted taxable gifts.

3. How to fill out the 8971 form?

  • There are 3 pages of a pdf document that must be completed. It is free of charge, and you can find it on the IRS website or this page. Use the online version or complete the hard copy after you print it from the website. File the next lines on the business form:
  • Part 1 is about decedent and executor: name, address, SSN, TIN;
  • Part 2 is about beneficiary information;
  • You have to sign the agreement on this page, stating the date;
  • The second page is Schedule A, where you have to provide general information and information on the acquired property.

4. Organizations that work with 8971 form

  • It must be filed to the IRS.

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