About Form 8971, Information Regarding Beneficiaries Acquiring Property from a Decedent

Executors file this form to report the final estate tax value of property distributed or to be distributed from the estate, if the estate tax return is filed after July 2015. This form, along with a copy of every Schedule A, is used to report values to the IRS. One Schedule A is provided to each beneficiary receiving property from an estate.


Current Revision


Recent Developments

None at this time.


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