New York State Estate Tax Return
The full estate tax return for estates exceeding the New York State exemption. Required for deaths on or after January 1, 2019.
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. If you need guidance on where to start, reach out.
When do you need this form?
The estate exceeds the NY exemption and a full tax return is required.
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?
Prepare a printable package yourself, or talk with our team if you need help deciding what to file.
Other estate tax forms
Release of Estate Tax Lien
When someone dies owning real estate in New York, the state places a tax lien on it. That lien must be released before the property can be sold. Your title company requires this at closing.
ET-85New York State Estate Tax Certification
Required when an estate may be subject to NY estate tax. Reports the value of all assets and calculates any tax owed. Filed with the ET-117.
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.
Inherited a House in Brooklyn?
Selling inherited property involves court filings, tax clearances, and title issues that most agents don't understand. Keystone Pinnacle specializes in exactly this.
Schedule a consultation. We'll walk you through the process, the timeline, and what documents you need.
Not legal advice. Estate property advisory and court filing guidance.