State of New Jersey SealOfficial Site of The State of New Jersey

The State of NJ site may contain optional links, information, services and/or content from other websites operated by third parties that are provided as a convenience, such as Google™ Translate. Google™ Translate is an online service for which the user pays nothing to obtain a purported language translation. The user is on notice that neither the State of NJ site nor its operators review any of the services, information and/or content from anything that may be linked to the State of NJ site for any reason. -Read Full Disclaimer close

Division of Taxation

Beginning at noon on Friday, March 10, 2023, our Contact Us email options will be suspended due to system upgrades. Upgrades are expected to be completed by 8:00 a.m. Tuesday, March 14, 2023

--> If you are receiving an error message when attempting to file or pay online please allow 24 hours and try again.
We apologize for the inconvenience.

Our Trenton Regional Information Center is temporarily closed. Please check our website for updates when it will reopen.

Inheritance and Estate Tax Forms

Affidavit for Non-Real Estate Investments: Resident Decedents

Additional Forms
Form Title Subject File Type
L-4 Preliminary Return to request specific waivers (0-1) Inheritance Tax/ Estate Tax
IT-Estate Estate Tax Return, Instructions and Payment Voucher
For dates of death prior to January 1, 2017
Estate Tax
706 (Rev. August 2013) Federal Estate Tax Return (Rev. August 2013 to be completed and filed with 2017 Estate Tax Return)
Federal Estate Tax Return Instructions
Estate Tax
706 (2001) Federal Estate Tax Return – 2001
Federal Estate Tax Return Instructions – 2001
Estate Tax
IT-NR Inheritance Tax Non-Resident Return, Instructions and Payment Voucher Inheritance Tax – Non Resident
L9-NR Non-Resident Decedent - Affidavit Requesting Real Property Tax Waiver (0-1) Inheritance Tax – Non Resident
IT-EP Payment on Account (Estimated Payment) Voucher Inheritance Tax/ Estate Tax
IT-EXT Application For Extension of Time to File a Tax Return Inheritance Tax/ Estate Tax
IT-PRC Inheritance and Estate Tax Protective Claim for Refund Inheritance Tax/ Estate Tax
M-5008-R Appointment of Taxpayer Representative Inheritance Tax/ Estate Tax
Consent Fixing Period of Limitation Upon Assessment of New Jersey Inheritance Taxes Inheritance Tax
Consent Fixing Period of Limitation Upon Assessment of New Jersey Estate Taxes Estate Tax
O-71 For Insurance Companies to Report Insurance Proceeds *Insurance Companies use only
0-14 Resident Decedent Notification from County Surrogate (Surrogates Use Only)
0-14-F Non-Resident Decedent Notification from County Surrogate (Surrogates Use Only)