New York State Estate Tax Return
New York estate tax return. Filing depends on residency, the federal gross estate and includible gifts. Use the version for the date of death.
Choose your path
This is the full estate tax return — it requires professional-level detail.
The ET-706 involves detailed asset schedules, deductions, and calculations. Most families work with an attorney or accountant on this filing.
Keystone Pinnacle Pro offers document preparation for selected forms. Check availability, scope and pricing on Pro. Preparation does not include legal or tax advice or court representation.
When do you need this form?
The estate meets New York filing requirements; confirm with the official instructions.
This site provides general information, not legal advice. For legal counsel, consult a licensed attorney. Official forms are maintained by New York State and may change.
Ready to complete this form?
Check Keystone Pinnacle Pro for available forms and preparation scope. For advice on what to file in your case, consult an attorney.
Other estate tax forms
Release of Estate Tax Lien
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.
ET-85New York State Estate Tax Certification
Estate tax certification for circumstances described in the official ET-85 instructions. It does not replace a required estate tax return.
ET-85-IInstructions for Form ET-85
Step-by-step instructions for completing the ET-85 Estate Tax Certification form.
ET-141New York State Estate Tax Domicile Affidavit
Required when the deceased was not a resident of New York. Establishes where they were legally domiciled at the time of death.
Need More Than Form ET-706?
ET-706 is one step in a longer court process. If the estate also includes a house or other real property in Brooklyn, Keystone Pinnacle helps coordinate the filings, tax clearances, and the sale.
Schedule a 15-minute call. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and document preparation.