Download New York Et 95 Template in PDF Open New York Et 95 Editor Now

Download New York Et 95 Template in PDF

The New York ET-95 form is a document used to claim a refund of New York State estate tax. This form is applicable in cases such as protesting a denied refund or filing a protective claim for unresolved tax issues. It is essential for executors and authorized representatives to provide accurate information when submitting this claim.

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➤ New York Et 95 PDF

Similar forms

  • Form ET-706: This is the New York State Estate Tax Return. Like the ET-95, it is used in the estate tax process but focuses on reporting the entire estate rather than claiming a refund. Executors must file this form for estates with a date of death on or after February 1, 2000.
  • Form ET-90: Similar to the ET-95, the ET-90 is also used to claim refunds but is applicable for estates with a date of death after May 25, 1990, and before February 1, 2000. This form serves as an amended return to request refunds.
  • Form ET-115: This form is used to request a refund based on changes from a federal audit. While the ET-95 is for general refund claims, the ET-115 is specifically for cases that have been adjusted due to federal findings.
  • Form DTF-960: This form is a Statement of Proposed Audit Changes. It is related to the ET-95 because if a refund claim is based on a proposed audit change, the information from this form is essential for filing a protest.
  • Form DTF-961: This is a Notice of Additional Tax Due. Similar to the ET-95, it involves disputing tax amounts but focuses on additional taxes owed rather than seeking a refund.

Guide to Filling Out New York Et 95

Filling out the New York ET-95 form is an important step in claiming a refund of estate tax. After completing the form, you will need to submit it to the New York State Department of Taxation and Finance. Be sure to gather all necessary documentation and information before you begin, as this will make the process smoother.

  1. Gather necessary information: Collect the decedent’s full name, Social Security number, date of death, and the estate’s Employer Identification Number (EIN).
  2. Executor details: Enter the name of the executor, including last name, first name, and middle initial. If there’s a change of executor, indicate the type of letters (L for regular, LL for limited, or N if not submitting letters).
  3. Attorney or representative information: If applicable, provide the name and contact details of the attorney or authorized representative.
  4. Refund request: Answer the question regarding whether you are requesting a refund. If yes, indicate if you are protesting a denied or reduced refund or a paid bill.
  5. Claim details: If you are protesting, fill in the amount of refund claimed and the total estate tax paid. If applicable, provide the assessment ID.
  6. Reason for claim: Write a detailed explanation of the facts and figures supporting your claim. Attach additional sheets if necessary.
  7. Attorney declaration: If an attorney is representing you, they must complete their declaration, indicating their qualifications and signing the form.
  8. Executor certification: The executor must sign and date the form, certifying the accuracy of the claim.
  9. Preparer signature: If someone other than the executor prepared the form, they must print their name and sign it.
  10. Submit the form: Mail the completed ET-95 form to the specified address for the New York State Department of Taxation and Finance.