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Department of Taxation and Finance

Estate tax up-to-date information

Select a tax form from the following list to identify the changes affecting that form. If a form is not listed, there have been no changes affecting that form. 


  • ET-133 (9/19) Dates of death 4/1/2014 through 12/31/2018
    ET-706 (6/19) Dates of death 4/1/2014 through 3/31/2015
  • ET-706-I (6/19) Dates of death 4/1/2014 through 3/31/2015
  • ET-706-I (4/15) Dates of death 4/1/2015 through 3/31/2016
  • ET-706-I (4/16) Dates of death 4/1/2016 through 3/31/2016
  • ET-706-I (4/17) Dates of death 4/1/2017 through 12/31/2018
  • ET-706-I (9/19) Dates of death on or after January 1, 2019 

  • ET-133 (9/19), Application for Extension of Time To File and/or Pay Estate Tax, (for an estate of an individual who died on or after April 1, 2014, and on or before December 31, 2018)

    On page 2, middle of the right column, under Specific instructions, line 10, the page number referring to the tax table on Form ET‑706 should read page 6 and not page 4.

  • ET-706 (6/19), New York State Estate Tax Return (for an estate of an individual who died on or after April 1, 2014, and on or before March 31, 2015)

    A revised version of Form ET-706 (6/19) was posted on October 28, 2019. If you downloaded this form before that date, note the following:

    - On page 1, line 2 has been revised to read:
      New York State estate tax (from tax table on page 6)

  • ET-706-I (6/19), Instructions for Form ET-706 (for an estate of an individual who died on or after April 1, 2014, and on or before March 31, 2015)

    A revised version of Form ET-706-I (4/15) was posted on October 17, 2019. If you downloaded this form before that date, note the following:

    - On page 4, second column, under Line 3 - Applicable credit, the page number in line 8 of both the Worksheet and Example for worksheet, was changed from 4 to 6.

    - On page 5, second column, under Schedule F, the first paragraph has been revised to read:
    Litigation information – If the decedent was a plaintiff in any litigation at the time of his or her death, or the estate has undertaken or is considering any litigation related to the decedent’s death, and any recovery from the cause of action (litigation) will bring into the estate an asset not otherwise in the estate, such as a recovery for the decedent’s pain and suffering in a wrongful death action, mark an X in the box on page 1, and in the area provided in Schedule F, describe the litigation. Include the fair market value of the decedent’s interest in the cause of action as of the date of death.

  • ET-706-I (4/15), Instructions for Form ET-706 (for an estate of an individual who died on or after April 1, 2015, and on or before March 31, 2016)

    A revised version of Form ET-706-I (4/15) was posted on October 17, 2019. If you downloaded this form before that date, note the following:

    - On page 4, bottom of first column, and top of second column, under Line 3 - Applicable credit, the page number in line 8 of both the Worksheet and Example for worksheet, was changed from 4 to 6.

    - On page 5, second column, under Schedule F, the first paragraph has been revised to read:
    Litigation information – If the decedent was a plaintiff in any litigation at the time of his or her death, or the estate has undertaken or is considering any litigation related to the decedent’s death, and any recovery from the cause of action (litigation) will bring into the estate an asset not otherwise in the estate, such as a recovery for the decedent’s pain and suffering in a wrongful death action, mark an X in the box on page 1, and in the area provided in Schedule F, describe the litigation. Include the fair market value of the decedent’s interest in the cause of action as of the date of death.

  • ET-706-I (4/16), Instructions for Form ET-706 (for an estate of an individual who died on or after April 1, 2016, and on or before March 31, 2017)

    A revised version of Form ET-706-I (4/16) was posted on October 17, 2019. If you downloaded this form before that date, note the following:

    - On page 4, first column, Line Instructions, was revised to read: 
    Federal form line references are to Form 706, August 2013, or Form 706, August 2017, based on the date of death and Form 706-NA, August 2013, unless otherwise noted.

    - On page 4, bottom of first column and top of second column, under Line 3 - Applicable credit, the page number in line 8 of both the Worksheet and Example for worksheet, was changed from 4 to 6.

    - On page 5, second column, under Schedule F, the first paragraph has been revised to read:
    Litigation information – If the decedent was a plaintiff in any litigation at the time of his or her death, or the estate has undertaken or is considering any litigation related to the decedent’s death, and any recovery from the cause of action (litigation) will bring into the estate an asset not otherwise in the estate, such as a recovery for the decedent’s pain and suffering in a wrongful death action, mark an X in the box on page 1, and in the area provided in Schedule F, describe the litigation. Include the fair market value of the decedent’s interest in the cause of action as of the date of death.

  • ET-706-I (4/17), Instructions for Form ET-706 (for an estate of an individual who died on or after April 1, 2017, and on or before March 31, 2018)

    A revised version of Form ET-706-I (4/17) was posted on October 17, 2019. If you downloaded this form before that date, note the following:

    - On page 4, first column, Line Instructions, was revised to read:
    Federal form line references are to Form 706, August 2017, or Form 706, November 2018, based on the date of death and Form 706-NA, August 2013, unless otherwise noted.

    - On page 4, bottom of first column and top of second column, Line 3 - Applicable credit, the page number in line 8 of both the Worksheet and Example for worksheet, was changed from 4 to 6.

    - On page 5, second column, under Schedule F, the first paragraph has been revised to read:
    Litigation information – If the decedent was a plaintiff in any litigation at the time of his or her death, or the estate has undertaken or is considering any litigation related to the decedent’s death, and any recovery from the cause of action (litigation) will bring into the estate an asset not otherwise in the estate, such as a recovery for the decedent’s pain and suffering in a wrongful death action, mark an X in the box on page 1, and in the area provided in Schedule F, describe the litigation. Include the fair market value of the decedent’s interest in the cause of action as of the date of death.

  • ET-706-I (9/19), Instructions for Form ET-706 (for an estate of an individual who died on or after January 1, 2019)

    A revised version of Form ET-706-I (9/19) was posted on October 15, 2019. If you downloaded this form before that date, note the following:

    - On page 4, second column, under Line 3 - Applicable credit, the page number in line 8 of both the Worksheet and Example for worksheet, was changed from 4 to 6.

    - On page 5, second column, under Schedule F, the first paragraph has been revised to read:
    Litigation information – If the decedent was a plaintiff in any litigation at the time of his or her death, or the estate has undertaken or is considering any litigation related to the decedent’s death, and any recovery from the cause of action (litigation) will bring into the estate an asset not otherwise in the estate, such as a recovery for the decedent’s pain and suffering in a wrongful death action, mark an X in the box on page 1, and in the area provided in Schedule F, describe the litigation. Include the fair market value of the decedent’s interest in the cause of action as of the date of death.

Other information

Updated: