Author - Matheson Russell

Understanding the Estate Tax Return

Understanding the Estate Tax Return

At 31 pages in length, the Estate Tax return is daunting. It becomes worse when you consider that the only time you will encounter it is when a loved one has recently died. But when you dig into it, filing the form doesn’t have to be terribly complicated.

Regarding its length, the good news is that many of the pages will probably not be relevant to the return you have to file. The form is actually only a 4-page return with 27 following pages of possible schedules to attach, mailing instructions, and other purely informational material.

Unfortunately, you have to …

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