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ID Form 4768: What You Should Know

Information about Form 4768, including recent updates, related forms, and instructions on how to file. Go to for instructions and the latest information. OMB No. . Part II. Statement of Trust Accounts (Estate Tax Statement) Form 1043 (or a similar form) is to list the names of your beneficiaries and the assets and liabilities that each has with the estate. These forms are needed when you want to transfer ownership of a piece of property owned by your beneficiaries that will be subject to estate taxes. Form 1043 -(Rev. February 1, 2007) Department of the Treasury Internal Revenue Service Estate, Gift, or Generation-Skipping Transfer Tax Return for the Estate — Estate Name (If Form 706 will not be filed), Assets, and Liabilities. (For general details, see the instructions) Instructions for Form 1043:  Go to and click on Assets and Liabilities under the “Filing Information Returns” menu and then on the “Form 1043” tab. Go to for instructions about generating a General Information Statement (GIS) electronically. Go to and download a paper form from the “Forms & Publications” page and complete it. The instructions for Form 1043 (Rev. February 2007) can be found here. Go to , click on “Forms & Publications” and then go to the “Forms & Publications” page. You should be able to generate a general informational statement by logging on to and by clicking on the following link: Go to then click on “Documents”, then select “General Information” under the “File” drop-down menu and fill out the form as shown above. For more information about the form, go to: Federal Government Electronic Information Center (Federal Register). Go to these websites for a general informational statement that you can upload to your filing system: file.

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