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Federal Free Printable Form 8971 (January 2016) for 2019 Federal Information Regarding Beneficiaries 
Acquiring Property From a Decedent

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Information Regarding Beneficiaries 
Acquiring Property From a Decedent
Form 8971 (January 2016)

Form 8971 (January 2016) Department of the Treasury Internal Revenue Service Information Regarding Beneficiaries Acquiring Property From a Decedent ▶ OMB No. 1545-2264 Information about Form 8971 and its separate instructions is at www.irs.gov/form8971. Check box if this is a supplemental filing Decedent and Executor Information Part I 1 Decedent's name 2 Decedent's date of death 3 Decedent's SSN 4 Executor's name (see instructions) 5 Executor's phone no. 6 Executor's TIN 7 Executor's address (number and street including apartment or suite no.; city, town, or post office; state or province; country; and ZIP or foreign postal code) 8 If there are multiple executors, check here TINs of the additional executors. and attach a statement showing the names, addresses, telephone numbers, and 9 If the estate elected alternate valuation, indicate the alternate valuation date: Part II Beneficiary Information How many beneficiaries received (or are expected to receive) property from the estate? For each beneficiary, provide the information requested below. If more space is needed, attach a statement showing the requested information for the additional beneficiaries. A Name of Beneficiary B TIN C Address, City, State, ZIP D Date Provided Notice to Executors: Submit Form 8971 with a copy of each completed Schedule A to the IRS. To protect privacy, Form 8971 should not be provided to any beneficiary. Only Schedule A of Form 8971 should be provided to the beneficiary. Retain copies of all forms for the estate's records. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, all information reported herein is true, correct, and complete. ▲ Sign Here Date Signature of executor May the IRS discuss this return with the preparer shown below? See instructions Paid Preparer Use Only Print/Type preparer’s name . . Preparer’s signature . . . . . Date . . . . . . Check if self-employed Firm’s name ▶ Firm’s EIN Firm’s address ▶ Phone no. For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. . Cat. No. 37794V Yes No PTIN ▶ Form 8971 (1-2016) [This page left blank intentionally] Form 8971 (1-2016) SCHEDULE A—Information Regarding Beneficiaries Acquiring Property From a Decedent ▶ Information about Form 8971 (including Schedule A) and its separate instructions is at www.irs.gov/form8971. Check box if this is a supplemental filing Part 1. General Information 1 Decedent's name 2 Decedent’s SSN 3 Beneficiary's name 4 Beneficiary's TIN 5 Executor's name 6 Executor's phone no. 7 Executor's address Part 2. Information on Property Acquired A B C D E Item No. Description of property acquired from the decedent and the Schedule and item number where reported on the decedent's Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. If the beneficiary acquired a partial interest in the property, indicate the interest acquired here. Did this asset increase estate tax liability? (Y/N) Valuation Date Estate Tax Value (in U.S. dollars) Form 706, Schedule 1 , Item Description — Notice to Beneficiaries: You have received this schedule to inform you of the value of property you received from the estate of the decedent named above. Retain this schedule for tax reporting purposes. If the property increased the estate tax liability, Internal Revenue Code section 1014(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IRC section 1014 and/or consult a tax professional. Page A-1 Page of Form 8971 (1-2016) SCHEDULE A—Continuation Sheet Use only if you need additional space to report property acquired (or expected to be acquired) by the beneficiary. Check box if this is a supplemental filing Part 1. General Information 1 Decedent's name 2 Decedent’s SSN 3 Beneficiary's name 4 Beneficiary's TIN 5 Executor's name 6 Executor's phone no. 7 Executor's address Part 2. Information on Property Acquired A B C D E Item No. Description of property acquired from the decedent and the Schedule and item number where reported on the decedent's Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. If the beneficiary acquired a partial interest in the property, indicate the interest acquired here. Did this asset increase estate tax liability? (Y/N) Valuation Date Estate Tax Value (in U.S. dollars) (continue from previous page) Notice to Beneficiaries: You have received this schedule to inform you of the value of property you received from the estate of the decedent named above. Retain this schedule for tax reporting purposes. If the property increased the estate tax liability, Internal Revenue Code section 1014(f) applies, requiring the consistent reporting of basis information. For more information on determining basis, see IRC section 1014 and/or consult a tax professional. Page A-2
Extracted from PDF file 2018-federal-form-8971.pdf, last modified January 2016

More about the Federal Form 8971 Other TY 2018

We last updated the Information Regarding Beneficiaries 
Acquiring Property From a Decedent in February 2019, so this is the latest version of Form 8971, fully updated for tax year 2018. You can download or print current or past-year PDFs of Form 8971 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8971 from the Internal Revenue Service in February 2019.

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Historical Past-Year Versions of Federal Form 8971

We have a total of four past-year versions of Form 8971 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2018 Form 8971

Form 8971 (January 2016)

2017 Form 8971

Form 8971 (January 2016)

2016 Form 8971

Form 8971 (January 2016)

Information Regarding Beneficiaries 
Acquiring Property From a Decedent 2015 Form 8971

Form 8971 (January 2016)


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