Claim for Refund of New York State Estate Tax - ET-95 Form
The ET-95 form is used to claim a refund of New York State estate tax for protested denied refunds, protective claims, and protested paid bills. This form must be filled accurately to ensure the claim is processed correctly. Learn how to fill, edit, and submit this form using our PDF editor.
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How do I fill this out?
To fill out this form, you will need to gather essential information about the decedent, the executor, and any representatives involved. Additionally, you should be familiar with the specific scenario for which you are claiming a refund. Follow the detailed instructions provided for each section of the form to ensure accuracy.
How to fill out the Claim for Refund of New York State Estate Tax - ET-95 Form?
1
Gather information about the decedent and executor.
2
Indicate the type of claim and provide related details.
3
Attach supporting documentation as required.
4
Complete the declaration by the attorney or authorized representative.
5
Sign and mail the claim to the designated address.
Who needs the Claim for Refund of New York State Estate Tax - ET-95 Form?
1
Executors of estates seeking a refund for an overpayment of estate tax.
2
Attorneys representing executors in estate tax matters.
3
Accountants handling estate tax filings for their clients.
4
Individuals protesting a denied estate tax refund.
5
Anyone filing a protective claim to preserve the right to a refund.
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1
Upload the ET-95 form to the PrintFriendly PDF editor.
2
Click on relevant fields and enter the required information.
3
Attach supporting documents using the attachment feature.
4
Review and correct any errors or missing data.
5
Save and finalize your edited document.
What are the instructions for submitting this form?
To submit the ET-95 form, mail the completed document along with all supporting materials to the NYS Tax Department, TDAB - Estate Tax, WA Harriman Campus, Albany NY 12227-2994. If using a private delivery service, send the form to NYS Tax Department, TDAB - Estate Tax, 90 Cohoes Avenue, Green Island NY 12183-1515. Ensure all required fields are completed and necessary documents are attached before mailing. For additional assistance, contact the Estate Tax Information Center at (518) 457-5387.
What are the important dates for this form in 2024 and 2025?
The deadlines for submitting the ET-95 form in 2024 and 2025 vary depending on the type of claim: within three years from the return filing date or within two years from the tax payment date, whichever is later.
What is the purpose of this form?
The purpose of the ET-95 form is to facilitate the process of claiming a refund for New York State estate tax under specific conditions. Executors, representatives, or individuals handling the estate affairs of a decedent use this form to seek refunds for overpayments, protest denied refunds, and file protective claims. Proper completion and submission of this form ensure that eligible refunds are processed without delays.
Tell me about this form and its components and fields line-by-line.
- 1. Decedent's Information: Contains fields for the decedent's name, social security number, date of death, and estate information.
- 2. Executor Information: Includes fields for the executor's name, contact information, and any changes in executorship.
- 3. Attorney/Representative Information: Requires details about the attorney or representative authorized to handle the estate tax matters.
- 4. Claim Details: Section to indicate the type of claim, amounts involved, and any relevant assessment IDs.
- 5. Declaration: An area for the attorney or representative to declare their authorization and relationship to the estate.
- 6. Certification: Requires signatures of the executor and any co-executors certifying the accuracy of the claim.
What happens if I fail to submit this form?
Failing to submit the ET-95 form can result in the loss of eligibility for a refund of the estate tax paid. This could lead to potential financial losses for the estate.
- Loss of Refund: The estate may forfeit the right to claim a refund for overpaid taxes.
- Legal Ramifications: Failure to file could lead to legal complications or disputes regarding the estate's tax matters.
- Financial Loss: The estate could experience financial losses due to missed refund opportunities.
How do I know when to use this form?
- 1. Protesting Denied Refund: File this form if the Tax Department has denied your estate tax refund for reasons other than offsets.
- 2. Filing Protective Claim: Use this form to preserve your rights to a possible refund when there is an unresolved issue and the statute of limitations is near expiration.
- 3. Protesting Paid Bill: File this form if you are protesting a bill paid based on specific audit changes or notices.
Frequently Asked Questions
What is the ET-95 form?
The ET-95 form is used to claim a refund of New York State estate tax under specific circumstances.
Who needs to fill out the ET-95 form?
Executors, attorneys, accountants, or individuals involved in estate tax matters may need to fill out this form.
How do I fill out the ET-95 form?
Gather the required information, complete the fields as instructed, and attach any necessary documentation.
Can I edit the ET-95 form on PrintFriendly?
Yes, you can use our PDF editor to enter and update information directly on the form.
How do I sign the ET-95 form on PrintFriendly?
Use our signature feature to draw, type, or upload an image of your signature.
Can I share the completed ET-95 form?
Yes, you can share the form via email or create a shareable link using our share feature.
Is there a deadline for submitting the ET-95 form?
Yes, specific deadlines apply based on the type of claim being made. Refer to the instructions for details.
Where do I mail the completed ET-95 form?
Mail the completed form to the designated NYS Tax Department address provided in the instructions.
What supporting documents do I need to attach?
Attach relevant documentation that supports your refund claim, such as detailed explanations and figures.
Can I save my progress while filling out the form?
Yes, you can save your progress as you fill out the form using PrintFriendly's editor.
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