2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 8971 used for?
Form 8971 is used by executors of estates to report the final value of property distributed to beneficiaries following a decedent's death. This form ensures that the IRS receives accurate information regarding inherited assets, which is essential for tax compliance.
Who needs to fill out a 8971 form
The executor of the estate required to file Form 706 or Form 706-NA.
How to fill out a 8971 online?
Follow these steps to complete your 8971 form online.
Frequently Asked Questions
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Form 8971 is used to report the final value of property distributed to beneficiaries from an estate, ensuring compliance with IRS regulations.
The form is generally due 30 days after the estate tax return is filed with the IRS.
Each beneficiary receives a copy of their Schedule A, which details the property they have inherited.
