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