
Decedent's First Name and Middle Initial 2 Decedent's Last Name 3 Decedent's Social Security Form
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People also ask
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What is a Form 712 post mortem dividends?
The purpose of the Federal Form 712 is to identify the policy's face amount, any accumulated dividends, terminal dividends, the amount of the proceeds, as well as personal information on the insured for estate tax filing purposes. It also asks if the policy was transferred three years prior to the death of the insured.
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Who fills out IRS Form 712?
Form 712 is filed by executors with Form 706, 706-NA, or 709 for insurance policy or premium amounts.
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How do I get a tax transcript for a deceased person?
If you request a transcript online, it will be mailed to the deceased person's address of record. To have the transcript mailed to you, submit Form 4506-T, Request for Transcript of Tax Return. See Form 4506-T for instructions on where to send your request.
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What is Form 712 Interpolated Terminal Reserve?
The IRS form 712 is attached to the Estate (IRS form 706) or to the Gift (IRS form 709) Tax Return. When someone receives a policy or when someone dies and owns a life insurance policy on another person's life, it is necessary to know the value of that policy for gift and/or estate tax purposes.
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