9 Transfer taxes

  • Form 709 Form 709 What Is Form 709? The 709 form is also known as the United States Gift (and Generation-Skipping Transfer) Tax Return. The form is released by the Department of the Treasury Internal Revenue Service and is usually updated every year. You can file only the
  • IRS Form 712 IRS Form 712 What Is an IRS Form 712? IRS Form 712 is a document used for the valuation of life insurance policies and gift tax returns. The form is also known as the Life Insurance Statement. The IRS Form 712 is used to report the value of the decedent's life ins
  • Form REV-183 - Realty Transfer Tax Statement of Value Form REV-183 - Realty Transfer Tax Statement of Value What Is REV-183 Form The REV-183 form, known as the Realty Transfer Tax Statement of Value, is a crucial document in the real estate world. Issued by the
  • IRS Form 4768 IRS Form 4768 What Is IRS Form 4768 Often termed the Application for Extension of Time to File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes, the form is a crucial document for taxpayers dealing with estate taxes. This doc allows in
  • Form 706 Form 706 What Is Form 706? Not many taxpayers know what is tax form 706. This is one of the rare forms you still may need to use during your life. It is also known as the United States Estate (and Generation-Skipping Transfer) Tax Return. The estate must belong to
  • REV-1728 - Realty Transfer Tax Declaration of Acquisition REV-1728 - Realty Transfer Tax Declaration of Acquisition What Is A Form REV 1728 In the realm of real estate transactions, form REV 1728, also known as the Realty Transfer Tax Declaration of Acquisition, stands as a crucial document for both buyers and sellers. This essential form is utilized t
  • IRS Form 4808 IRS Form 4808 What Is IRS Form 4808? IRS Form 4808, formally titled "Computation of Credit for Gift Tax," is a tax document used by individuals to calculate the credit for gift tax on prior-year gifts. This form is particularly useful for individuals who have
  • IRS Form 706-NA IRS Form 706-NA What is IRS Form 706-NA? IRS Form 706-NA, or Federal Form 706 NA as it's also referred to, is a United States federal estate tax return. It's specifically designed for estates of non-resident not-citizens. This form is used to report the transfer
  • IRS Form 706-CE IRS Form 706-CE What Is Us IRS Form 706-CE IRS form 706-CE, known as the "Certificate of Payment of Foreign Death Tax," is a crucial document for executors of estates with international ties. This form aids in claiming a credit for foreign deat
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What Are Transfer Taxes?

There’s a multitude of expenses associated with purchasing or selling real estate. Aside from dealing with agent commissions and attorney fees, you may also have to pay real estate transfer taxes. Does the last point sound surprising to you? Then this piece is sure to come in handy. Transfer tax is a one-time tax on the change of a property’s ownership. Your obligations in this respect are determined by your exact whereabouts. While the amount of tax is largely dependent on the property value. 

In this category, you’ll find the most widely used transfer tax templates and get the possibility to fill out any needed form online. Sounds promising? Then sit back, relax, and enjoy the ultimate convenience.

Most Popular IRS Transfer Tax Forms

Wondering who usually pays transfer tax? That depends on the property location. The buyer and the seller should jointly decide which side will cover the cost of this tax as part of the in-sale negotiation. In the long run, the decision can be impacted by the state regulations or the realty market. For example, in certain states, buyers typically pay the transfer tax. While in other areas, the payment is shared.

Now, with regard to the most commonly used transfer tax forms, we’ve outlined them below.

  1. REV-1728 Form. Also known as a Realty Transfer Tax Declaration of Acquisition and issued by the Pennsylvania Department of Revenue, this form is filled out by a real estate company within a month after becoming an ‘Acquired Company’. If the format and/or contents of the form seems confusing, you can always turn to professional attorney assistance and have it all filled out for you. This will save loads of your precious time and effort.
  2. REV-1651 Form. Also referred to as Application for Refund Pennsylvania Realty Transfer Tax, this form must be completed within three years from the payment date. It should include a copy of the applicable deed, with a readable tax stamp, as well as proof to show you paid the tax and documents to support any overpayment claimed. Don’t forget to sign this form. Use our outstanding digital signature tool to speed up the process. With PDFLiner, adding a legally binding e-signature to your files is a piece of cake.
  3. REV-183 Form. Also known as Realty Transfer Tax Statement of Value, this document is utilized to either claim an exemption from the realty transfer tax or document full consideration for the real estate transfer tax payment when the full sale price is not stated in the deed.
  4. Form 4808. Also known as Computation of Credit for Gift Tax, this form should be completed with maximum accuracy. Just like with any tax-related document, you don’t have to fill out this form under your own steam if it seems too complicated. Just turn to professional attorney assistance and have it completed for you.
  5. Form 4768. This document is used whenever you need a six-month extension on the Form 706 deadline. If you want to speed up the process of its completion, make the most of our platform. PDFLiner is all about streamlining your document management processes.

At the end of the day, we all want our tax affairs to be dealt with in the fastest and most effective way possible. And that’s where our smart platform infused with tons of useful features kicks in. Having PDFLiner at your nonstop disposal guarantees speedy document editing and a tax season filled with lots of peace of mind.


  • Who pays transfer taxes?

    Whether the seller or the buyer of a property pays transfer taxes depends on the circumstances. To be more precise, it is mostly determined by the state requirements and local market specificities. Negotiate this question with the other party prior to making the final decision.

  • Can you deduct transfer taxes on your tax return?

    Alas, transfer taxes are not deductible. Transfer taxes and charges are imposed to officially transfer a home ownership and they vary from one state to another. In many cases, the seller pays the tax. But the tax is not deductible for either of the parties. If you have further questions on the nuances related to this topic, you’re free to consult your real estate agent or attorney.

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