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Inheritance and Estate Tax Forms


The following forms can be viewed in Adobe Acrobat PDF format. PDF formatted documents contain the same text as the original printed documents. To view PDF formatted documents, you must have Acrobat Reader, which is available free from Adobe. Click the link to download the newest version of Adobe Acrobat Reader now!

Inheritance and Estate Tax Payments can also be made online.

New Jersey Resident Decedent

Form Inheritance Tax Forms PDF Size
IT-R Inheritance Tax Resident Return - Includes Instructions and Payment Voucher 186K
IT-L-8 Self-Executing Waiver Affidavit - – Includes Instructions. For all dates of death prior to January 1, 2018.
(File this waiver with the bank, financial institution or stock transfer agent.)
106K
IT-L-9 Resident Decedent Affidavit Requesting Real Property Tax Waiver 138K
IT-L-4 Preliminary Report to Secure Consents to Transfer (Waivers) 153K
Estate Tax Forms
IT-Estate Estate Tax Return - For dates of death prior to January 1, 2017  - Includes Instructions and Payment Voucher 91K
IT-ESTATE 2017 IT-Estate 2017 - For dates of death on or after January 1, 2017, but before January 1, 2018 - Includes Instructions and Payment Voucher 657K
2017 Estate Tax Calculator Use this calculator to compute the New Jersey Estate Tax for estates with dates of death in 2017 ONLY.  
Form 706 (rev. August 2013) Federal Estate Tax Return to be completed and filed with 2017 Estate Tax Return. 1.47MB
Federal Estate Tax Return Instructions 657K
706 2001 Federal Estate Tax Return 158K
2001 Federal Estate Tax Return Instructions 193K

New Jersey Non-Resident Decedent


Form Inheritance Tax Forms PDF Size
IT-NR Inheritance Tax Non-Resident Return - Includes Instructions and Payment Voucher 231K
IT-L-9-NR Non-Resident Decedent Affidavit Requesting Real Property Tax Waiver 83K

Estimated Payment and Administrative Forms

Form Content PDF Size
IT-EP Payment on Account (Estimated Payment) Voucher 46K
IT-EXT Application For Extension of Time to File a Tax Return 87K
IT-PRC Inheritance and Estate Tax Protective Claim for Refund 16K
M-5008-R Appointment of Taxpayer Representative 132K
  Consent Fixing Period of Limitation Upon Assessment of New Jersey Inheritance Taxes 72K
  Consent Fixing Period of Limitation Upon Assessment of New Jersey Estate Taxes 47K

Insurance and Surrogates Forms

Form Content PDF Size
O-71 For Reporting Insurance Proceeds (Insurance Companies use only) 65K
O-14 Resident Decedent – Notification from County Surrogate (Surrogates use only) 69K
O-14-F Non-Resident Decedent – Notification from County Surrogate (Surrogates use only) 18K


Last Updated: Thursday, 07/20/17



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