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.

Kentucky Affidavit Of Exemption
The Kentucky Affidavit of Exemption, Form 92A300, is a sworn statement used in the administration of a qualifying Kentucky estate…
Kentucky Real Estate Valuation Information Form
The Kentucky Real Estate Valuation Information Form, Form 92A204, provides detailed information about a parcel of real estate reported as…
Kentucky Election To Defer Inheritance Tax Payment Through Installments
The Election to Defer the Payment of Inheritance Tax Through Installments, Form 92A928, allows a qualifying beneficiary to request an…
Kentucky Inheritance Tax Return Short Form
The Kentucky Inheritance Tax Return Short Form, Form 92A205, is designed for small and uncomplicated estates that owe Kentucky inheritance…
Kentucky Schedule D Form 741
Kentucky Schedule D, Form 741, is used by an estate or trust to calculate and report capital gains and losses…
Montana Schedule K-1 (FID-3)
Montana Schedule K-1 (FID-3) reports the portion of income, deductions, credits, and tax adjustments that each beneficiary receives from an…
Montana Form FID-3
The Montana Form FID-3 is used by estates and trusts to report their Montana taxable income, calculate Montana income tax…
Montana Termination Of New Or Expanding Industry Property Tax Abatement Form
The Montana Termination of New or Expanding Industry Property Tax Abatement Form is used by taxpayers who want to officially…
Montana Form UCH-1
Form UCH-1 is used by holders to report unclaimed property—any financial asset where an owner hasn’t generated activity during a…
Montana Property Tax Exemption Application Form
Applying for a property tax exemption in Montana can significantly reduce the financial burden on qualifying organizations, but the process…