Estate, Gift, and Trust Tax Forms

Forms in this category cover taxes related to estates, gifts, and trusts. Executors and trustees use these forms to report income and wealth transfers. Important forms include Form 706, 709, and 1041.

Montana Form AB-30T
Montana Form AB-30T is the state’s application a tribe uses to request a temporary property tax exemption for the current…
Montana Form EST-I
Montana Form EST-I, formally known as the Estate Tax Information Form, is an essential document required by the Montana Department…
Montana Form RW-1
Montana Form RW-1, officially titled the Mineral Royalty Withholding Tax Payment Voucher, is a specific remittance document used by remitters…
Montana Form FID
The Montana Estate or Trust Tax Payment Voucher Form FID is a document used by taxpayers to submit payments for…
Form 1041-QFT
IRS Form 1041-QFT is the U.S. Income Tax Return for Qualified Funeral Trusts. This special tax form is designed specifically…
Form 8927
IRS Form 8927, officially titled “Determination Under Section 860(e)(4) by a Qualified Investment Entity,” is a tax document used by…
Form 976
IRS Form 976 is used by personal holding companies (PHCs), regulated investment companies (RICs), and real estate investment trusts (REITs)…
Form 1041
IRS Form 1041 is the U.S. Income Tax Return for Estates and Trusts. This form is used to report income,…
Form 8801
IRS Form 8801 is designed for individuals, estates, and trusts to claim a credit for the prior year’s Alternative Minimum…
Form 709
Form 709 must be filed by individuals who make taxable gifts that exceed the annual exclusion amount or who make…