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Governor Phil Murphy • Lt. Governor Sheila Oliver

Division of Taxation

Inheritance and Estate Tax Forms

Common Forms
Form Title Subject File Type
IT-R Inheritance Tax Resident Return, Instructions and Payment Voucher Inheritance Tax
IT-Estate 2017 Estate Tax Return 2017 – For dates of death on or after January 1, 2017, but before
January 1, 2018 - Includes Instructions and Payment Voucher		 Estate Tax
L-8

Affidavit for Non-Real Estate Investments: Resident Decedents


Inheritance Tax/ Estate Tax
L-9 Resident Decedent - Affidavit Requesting Real Property Tax Waiver for deaths on or after January 1, 2018. Inheritance Tax/ Estate Tax
L-9(A)

Resident Decedent - Affidavit Requesting Real Property Tax Waiver for deaths before January 1, 2018.

 Inheritance Tax/ Estate Tax
IT-Estate Tax Calculator - 2017 Estate Tax Calculator to compute the New Jersey Estate Tax for estates with dates of death in 2017 ONLY. Estate Tax
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)  

Last Updated: Wednesday, 03/23/22