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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-706 (4/15)

    A revised version of Form ET-706 (4/15) was posted on September 15, 2016. If you downloaded this form before that date, note the following: The form was revised to correct the instruction on the first page for decedents who possessed a cause of action or were plaintiffs in any litigation at the time of death to refer to Schedule F, not E (the change is in bold):

     - If the decedent possessed a cause of action or was a plaintiff in any litigation at the time of death, mark an X in the box and complete Schedule F (see Form ET-706-I, Instructions for Form ET-706)
     
  • ET-706 (4/14)

    A revised version of Form ET-706 (4/14) was posted on July 27, 2015. If you downloaded this form before that date, note that the following change has been made (change is in bold):

     - Line 27 was revised so that you are now adding lines 19 and 20.  
     
  • ET-706-I (4/14)

    A revised version of the instructions for Form ET-706 was posted on July 27, 2015. If you downloaded these instructions before that date, note that the following changes have been made:

    - A Recent changes section has been added to page 1 of the instructions.
    - On page 5, instructions for line 27 have been added.
     
     
  • ET-706-I (4/14)

    A revised version of the instructions for Form ET-706 was posted on February 24, 2015. If you downloaded these instructions before that date, note that the following change has been made:

    - On page 1, under the title General requirements for filing a federal estate tax return, the second bulleted item has been corrected to read (change is shown in bold):

    ·  whose gross estate, plus adjusted taxable gifts and specific exemption is more than the federal basic exclusion amount applicable to the decedent’s date of death. 
     
     
  • ET-130 (4/14) and ET-133 (4/14)

    Revised versions of these forms were posted on February 12, 2015. If you downloaded either form before then, please note that the following change has been made to the instructions for each form:

    Instructions for line 10 were added to clarify that an eligible estate should subtract the applicable credit when computing the amount of tax to be reported on the estimated New York taxable estate.

Other information

Updated: