Inheritance and Estate Tax Forms

Common Forms

Form Title View/Download
ITR - Inheritance Tax Inheritance Tax Resident Return, Instructions and Payment Voucher Click here
IT-Estate 2017 - Estate Tax Estate Tax Return 2017 – For dates of death on or after January 1, 2017, but before January 1, 2018 - Includes Instructions and Payment Voucher Click here
L-8 - Inheritance Tax/ Estate Tax Affidavit for Non-Real Estate Investments: Resident Decedents Click here
L-9 - Inheritance Tax/ Estate Tax Resident Decedent - Affidavit Requesting Real Property Tax Waiver for deaths on or after January 1, 2018. Click here
L-9(A) - Inheritance Tax/ Estate Tax Resident Decedent - Affidavit Requesting Real Property Tax Waiver for deaths before January 1, 2018. Click here
IT-Estate Tax Calculator - 2017 - Estate Tax Estate Tax Calculator to compute the New Jersey Estate Tax for estates with dates of death in 2017 ONLY. Click here


Additional Forms

Form Title View/Download
L-4 - Inheritance Tax/ Estate Tax Preliminary Return to request specific waivers (0-1) Click here
IT-Estate - Estate Tax Estate Tax Return, Instructions and Payment Voucher For dates of death prior to January 1, 2017 Click here
706 (Rev. August 2013) - Estate Tax Federal Estate Tax Return (Rev. August 2013 to be completed and filed with 2017 Estate Tax Return)
Federal Estate Tax Return Instructions
Click here
Click here
706 (2001) - Estate Tax Federal Estate Tax Return – 2001
Federal Estate Tax Return Instructions – 2001
Click here
Click here
IT-NR - Inheritance Tax – Non Resident Inheritance Tax Non-Resident Return, Instructions and Payment Voucher Click here
L9-NR - Inheritance Tax – Non Resident Non-Resident Decedent - Affidavit Requesting Real Property Tax Waiver (0-1) Click here
IT-EP - Inheritance Tax/ Estate Tax Payment on Account (Estimated Payment) Voucher Click here
IT-EXT - Inheritance Tax/ Estate Tax Application For Extension of Time to File a Tax Return Click here
Click here
IT-PRC - Inheritance Tax/ Estate Tax Inheritance and Estate Tax Protective Claim for Refund Click here
M-5008-R - Inheritance Tax/ Estate Tax Appointment of Taxpayer Representative Click here
Consent- Inheritance Tax Consent Fixing Period of Limitation Upon Assessment of New Jersey Inheritance Taxes Click here
Consent- Estate Tax Consent Fixing Period of Limitation Upon Assessment of New Jersey Estate Taxes Click here
O-71 For Insurance Companies to Report Insurance Proceeds *Insurance Companies use only Click here
O-14 Resident Decedent Notification from County Surrogate (Surrogates Use Only) Click here
O-14-F Non-Resident Decedent Notification from County Surrogate (Surrogates Use Only) Click here

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