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.
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Form 709
Form 709 must be filed by individuals who make taxable gifts that exceed the annual exclusion amount or who make…
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Form 8949
Form 8949 is used to report the sale or exchange of capital assets, including stocks, bonds, real estate, and other…
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Form 4952
Form 4952 helps taxpayers figure the amount of investment interest that can be deducted and determine how much of this…
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Form 3520
Form 3520 is used to report various transactions with foreign trusts and large foreign gifts, providing the IRS with information…
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Form 1098
Form 1098, Mortgage Interest Statement, is an essential document for reporting mortgage interest paid by borrowers and received by lenders.…
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Form 1310
When someone dies, many things need to be handled, including their estate and any taxes that may have been withheld.…
