2018 Estate Tax Burden Survey


Estate Tax Burden Survey, Calendar Year 2018

OMB #1545-2212

The Estate Tax Burden Survey is an important project that can benefit you and millions of other taxpayers.

We hear from taxpayers that estate tax reporting requirements are time consuming and expensive. We are conducting a survey of randomly selected estates to learn more about those costs.

Your answers will help us estimate the amount of time and money it costs fiduciaries to meet a decedent’s estate tax reporting requirements. We also use this information to learn how to reduce taxpayer burden. All information provided will be used for research purposes only and participation is voluntary.

Only those estates who are randomly selected may participate in the study. Data is being collected throughout the next year, so an estate may still be selected even if it has not yet received an invitation. We estimate that it will take 10 to 15 minutes to complete the survey.

This survey is being conducted by Westat on behalf of the IRS. You may view the survey by going to the survey link provided in IRS letter you received. 

Sample Calendar Year 2018 Estate Tax Web Invite PDF

Sample Calendar Year 2018 IRS Letter PDF

We hope you will decide to participate in this study. Together we have an opportunity to advance our understanding of taxpayer burden. Thank you.