Estate Tax Forms

Used to request release of an estate-tax lien on real property or a cooperative apartment. Check the official instructions for the required companion form and supporting documents.

When an estate-tax lien release is required for a property transfer.

Estate tax certification for circumstances described in the official ET-85 instructions. It does not replace a required estate tax return.

Check the official instructions for eligibility before using ET-85.

Step-by-step instructions for completing the ET-85 Estate Tax Certification form.

You're filling out the ET-85 and need guidance.

Required when the deceased was not a resident of New York. Establishes where they were legally domiciled at the time of death.

The deceased lived outside New York but owned property here.

New York estate tax return. Filing depends on residency, the federal gross estate and includible gifts. Use the version for the date of death.

The estate meets New York filing requirements; confirm with the official instructions.

Authorizes someone (usually an attorney or accountant) to act on behalf of the estate for tax matters with the NY Department of Taxation.

You want an attorney or accountant to handle estate tax filings on your behalf.