Related Definitions
What is Estate Tax Return?
The tax return filed by the executor of an estate that reports the value of the estate and calculates any estate taxes owed.
A formal document filed with the IRS or state tax authority that reports the value of a decedent’s estate and calculates any estate taxes owed. The return includes information about assets, liabilities, deductions, and credits. It must be filed by the executor or administrator and is essential for ensuring compliance with tax laws, as well as for settling the estate’s financial obligations before distribution.
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Insights and advice on trust and probate estate litigation from our blog.
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