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Form 8971 is a tax form used by executors or administrators of an estate to report information about the property acquired by beneficiaries from the decedent's estate. The form includes various parts and schedules that provide information on the decedent, the executor, and the beneficiaries who received property from the estate. It also contains instructions for completing the form and additional guidance on various tax-related topics. The form is divided into multiple pages, including general information, information regarding beneficiaries acquiring property from a decedent, and a schedule for reporting property acquired by beneficiaries. The form includes various boxes that must be checked and sections that must be completed in order to properly report the necessary information to the Internal Revenue Service (IRS).
Schedule A is used to report and calculate the value of assets that contributed to the estate tax. It is used to determine the amount of estate tax owed by listing the value of each asset and its corresponding fractional interest.
The estimated average time to complete and file Form 8971 and related schedules is approximately 4 hours and 50 minutes.
Yes, there is a Privacy Act and Paperwork Reduction Act Notice on Form 8971. The information requested on the form is required to ensure compliance with Internal Revenue laws.
There are two versions of Form 8971: Form 8971 for estates of decedents who died after December 31, 2010, and Form 8971-A for estates of decedents who died on or before December 31, 2010.
Form 8971 is used to report and calculate the estate tax due on an estate. It is filed by the executor or administrator of the estate along with Form 706 or 706-NA, whichever is required.
If there is a change in the valuation of an asset reported on Schedule A, a supplemental Form 8971 and associated Schedule(s) A must be filed with the IRS and provided to each affected beneficiary no later than 30 days after the adjustment.
Column E should reflect the fair market value of the property acquired (or expected to be acquired) by each beneficiary. This value should not factor in mortgages, non-recourse indebtedness, or other decreases in equity.
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