Estate/generation skipping transfer tax forms: April 1, 2014 - 2023
For estates of individuals who died on or after April 1, 2014, and on or before December 31, 2023
| Form number | Instructions | Form title |
|---|---|---|
| AU-67 | Not applicable | Important Notice - Instructions to Request a Waiver of Citation and Consent |
| ET-14 | Instructions on form | Estate Tax Power of Attorney |
| ET-20 | Not applicable | Stipulation Reserving Domicile |
| ET-30 (Fill-in) | Instructions on form | Application for Release(s) of Estate Tax Lien - For decedents who died on or after January 1, 2011 |
| ET-85 | ET-85-I(Instructions) | New York State Estate Tax Certification - For decedents who died on or after April 1, 2014, and on or before December 31, 2018. For an estate of an individual who died on or after January 1, 2019, see the current Form ET-85 |
| ET-95 | Instructions on form | Claim for Refund of New York State Estate Tax; see notice about address change |
| ET-115.1 | Instructions on form | New York State Estate Tax Report of Federal Audit Changes - For an estate of an individual who died on or after February 1, 2000. This form has been discontinued; see Important Notice, N-14-10 |
| ET-117 | Instructions on form | Release of Lien of Estate Tax - Real property or cooperative apartment |
| ET-130 | Instructions on form | For an estate of an individual who died on or after April 1, 2014 and on or before December 31, 2018. For an estate of an individual who died on or after January 1, 2019, see the current Form ET-130 |
| ET-133 | Instructions on form | For an estate of an individual who died on or after April 1, 2014, and on or before December 31, 2018. For an estate of an individual who died on or after January 1, 2019, see the current Form ET-133 |
| ET-141 | Instructions on form | New York State Estate Tax Domicile Affidavit - For decedents who died after May 25, 1990 |
| ET-415 (8/22) | Instructions on form | Application for Deferred Payment of Estate Tax - For the estate of a decedent whose date of death is on or after April 1, 2014, and on or before December 31, 2018 |
| ET-415 (9/22) | Instructions on form | Application for Deferred Payment of Estate Tax - For the estate of a decedent whose date of death is on or after January 1, 2019 |
| ET-706 (6/19) | ET-706-I (6/19) (Instructions) | New York State Estate Tax Return - For decedents who died on or after April 1, 2014, and on or before March 31, 2015 |
| ET-706 (4/15) | ET-706-I (4/15) (Instructions) | New York State Estate Tax Return - For decedents who died on or after April 1, 2015, and on or before March 31, 2016 |
| ET-706 (4/16) | ET-706-I (4/16) (Instructions) | New York State Estate Tax Return - For decedents who died on or after April 1, 2016, and on or before March 31, 2017 |
| ET-706 (4/17) | ET-706-I (4/17) (Instructions) | New York State Estate Tax Return - For decedents who died on or after April 1, 2017, and on or before December 31, 2018 |
| ET-706 (3/24) (Fill-in) | ET-706-I (9/19) (Instructions) | New York State Estate Tax Return - For decedents who died on or after January 1, 2019 and on or before December 31, 2019 |
| ET-706 (3/24) (Fill-in) | ET-706-I (9/20) (Instructions) | New York State Estate Tax Return - For decedents who died on or after January 1, 2020 and on or before December 31, 2020 |
| ET-706 (3/24) (Fill-in) | ET-706-I (8/22) (Instructions) | New York State Estate Tax Return - For decedents who died on or after January 1, 2021 and on or before December 31, 2021 |
| ET-706 (3/24) (Fill-in) | ET-706-I (8/23) (Instructions) | New York State Estate Tax Return - For decedents who died on or after January 1, 2022 and on or before December 31, 2022 |
| ET-706 (3/24) (Fill-in) | ET-706-I (8/24) (Instructions) | New York State Estate Tax Return - For decedents who died on or after January 1, 2023 and on or before December 31, 2023 |
Other information
Updated: