Form Instructions 709 for Tacoma Washington 2024-2025

Form Instructions 709 for Tacoma Washington: What You Should Know

Copy/certified copy of any tax paid on the property since January 1, 1970.  Copy of any death notices for the property since January 1, 1970.  Copy of any notice of proposed levy of taxes since January 1, 1970.  Copy of any certified public official (i.e., executor, administrator or clerk) who was appointed as a temporary receiver for the property since January 1, 1970. Copy of any appraiser report for the property since January 1, 1970.  Copy of the property deed for the property since January 1,1970.  Certificate of title for the property since January 1, 1970.  Copies of the final sale price and any additional copies provided.  A completed and signed Affidavit of Cash Flows for the year. The tax paid on the capital stock. (DBA Form W-4, Washington State Certificate of Compliance, if using the W-4, or W2, Form W-2, if using the W2.) Tax paid of the interest and dividends. (DBA Form T-1, Washington State Earned Income Credit Report, if using the T-12) Any sales tax charges, etc. if the estate is using a sales tax return. (DBA Form RC-2, Sales and Use Tax Return, if using the RC-2 or 1099G, Form 4038EZ, If you are using Form RC-5, Form RC-11, or FTA, or if using a sales tax return not required to use the 1099G) Any required payment of the estate taxes before the filing of the return if the tax amount was paid within 5 days of the estate tax return being completed. Any required payments made by a financial institution that the executor and any person who had direct or indirect control over the estate until the closing date of the tax return form, but no more than 90 days before the end of the calendar year. (DBA Form T-5, Washington Business and Occupation Tax Affidavit, if using T-10, or T-8, or T-11, or 6016E, or 706) The return must be completed under penalty of perjury, and all required information is completed accurately.

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