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Inheritance Tax Forms

Inheritance tax was repealed for individuals dying after December 31, 2012. Individuals submitting a Form IH-5, claim for refund, need to file directly with DOR. This requirement applies ONLY to refunds for:

  • Payments made after 9/30/2020 or
  • Returns with orders entered after 9/30/2022

For more information visit our Inheritance Tax webpage. fill-in pdf

Name State Form NumberDescription File Type
IH-5 48834 Claim for Refund - Inheritance and Estate Taxes fill-in pdf