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 8949 Instructions Form 2015

8949 Instructions Form 2015

Use a 8949 Instructions Form 2015 template to make your document workflow more streamlined.

Two major requirements. 1. An estate (or other person) required to file an estate tax return after July 31, 2015, must provide a statement to both the IRS and any beneficiary who receives property from the estate. The statement must show the estate tax value of the property. 2. If the property increases the estate tax liability, the beneficiary must use a basis consistent with the estate tax value of the property to figure his or her gain or loss when the property is sold or deemed sold. Notice...
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