Estate, Inheritance and Gift Tax Forms
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Estate Tax
| Form Name | Description |
|---|---|
| Form 401T | Report of Estate or Inheritance Tax Payment (06/09) | Fill-In Form |
| Form HT-209 | Employe Death Benefit Report (06/09) | Fill-In Form |
| Form W4768 | Application for Extension of Time to File a Wisconsin Estate Tax Return (W706) (12/05) | Fill-In Form |
| Form W706 | Estate Tax Return | Fill-In Form | Instructions (06/09) |
| Form W706 - Schedule TC | Tax Computation Schedule | Fill-In Form -- For deaths on or after October 1, 2002 through December 31, 2004 (12/05) |
| Form W706 - Schedule TC-A | Tax Computation Schedule) | Fill-In Form -- For deaths on or after January 1, 2005 and all property is taxable to Wisconsin (12/05) |
| Form W706 - Schedule TC-B | Tax Computation Schedule | Fill-In Form -- For deaths on or after January 1, 2005 and not all the decedent's property is taxable to Wisconsin (12/05) |
Inheritance Tax -- No inheritance tax after 1991
| Form Name | Description |
|---|---|
| Application for Consent to Transfer Property (6/09) | |
| Consent to Transfer Property (12/86) | |
| Release of Inheritance Tax Lien (9/86) | |
| Form 101S | Spousal Inheritance Tax Return (6/09) |
| Form 101A | Inheritance Tax Return (short return) (6/09) |
| Form 101 | Inheritance Tax Return (6/09) |
| Schedule A | Real Estate (9/86) |
| Schedule B | Stock and Bonds (1/01) |
| Schedule C | Mortgages, Notes & Cash (9/86) |
| Schedule D | Insurance on Decedent's Life (9/86) |
| Schedule E1 | Jointly Owned Fractional Share Basis (1/01) |
| Schedule E2 | Jointly Owned Contribution Basis (9/86) |
| Schedule F | Other Miscellaneous Property (1/01) |
| Schedule G | Transfers During Decedent's Life (5/90) |
| Schedule H | Powers of Appointment (9/86) |
| Schedule I | Annuities & Employe Death Benefits (1/01) |
| Schedule J | Funeral & Administration (9/86) |
| Schedule K | Debts of Decedent & Mortgages and Liens (9/86) |
| Schedule MP | Marital Property Declaration (9/86) |
Gift Tax -- No gift tax after 1991
| Form Name | Description |
|---|---|
| Form 6 | Donee's Gift Tax Report -- July, 1933 through 1971 |
| Form 6 | Donee's Gift Tax Report -- 1972 through 1973 |
| Form 6 | Donee's Gift Tax Report -- 1974 through 1978 |
| Form 6 | Donee's Gift Tax Report -- 1979 through 1981 |
| Form 6 | Donee's Gift Tax Report -- 1982 through 1985 |
| Form 6 | Donee's Gift Tax Report -- 1986 through 1991 |
Last updated July 16, 2012