Pennsylvania Schedule O - Deferral/Election of Spousal Trusts

• Form REV-1649 PDF
• Form Content
• 2023 Form REV-1649 2022 Form REV-1649 2021 Form REV-1649 2020 Form REV-1649 2019 Form REV-1649 2018 Form REV-1649 2017 Form REV-1649 2016 Form REV-1649 2015 Form REV-1649 2014 Form REV-1649 2012 Form REV-1649 2011 Form REV-1649
• Report Error

Schedule O - Deferral/Election of Spousal Trusts
Schedule O - Deferral/Election of Spousal Trusts (REV-1649)
REV-1649 EX+ (02-16)

SCHEDULE O
DEFERRAL/ELECTION OF
SPOUSAL TRUSTS

INHERITANCE TAX RETURN
RESIDENT DECEDENT

START ESTATE OF:

FILE NUMBER:

➜

PART A - DEFERRING STATEMENT
For all trust assets reportable for Pennsylvania inheritance tax purposes for which a deferral of tax is chosen, the personal representative
responsible for filing the return and the trustee(s) of the trust in question hereby acknowledge the department’s Statement of Policy set forth
at 61 Pa. Code § 94.3 concerning any potential termination of the trust under 20 Pa.C.S. § 7710.1 that occurs after the return was filed.

PART B – ELECTION TO TAX AMOUNTS
Complete this section only if making the election to tax the sole use trust.
If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the
Trust (marital, residual A, B, bypass, unified credit, etc.).
Enter the description and value of all interests for which the election is made.

DESCRIPTION

VALUE

Total
If more space is needed, use additional sheets of paper of the same size.

Reset Entire Form

PRINT FORM



More about the Pennsylvania Form REV-1649 Estate Tax

We last updated the Schedule O - Deferral/Election of Spousal Trusts in February 2024, and the latest form we have available is for tax year 2023. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Pennsylvania Department of Revenue. You can print other Pennsylvania tax forms here.

eFile your Pennsylvania tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Pennsylvania and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Pennsylvania Estate Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms.

View all 175 Pennsylvania Income Tax Forms

Form Sources:

Pennsylvania usually releases forms for the current tax year between January and April. We last updated Pennsylvania Form REV-1649 from the Department of Revenue in February 2024.

Show Sources >

• Original Form PDF is https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/InheritanceTax/Documents/rev-1649.pdf
• Pennsylvania Income Tax Forms at http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Pages/default.aspx
• Pennsylvania Department of Revenue at http://www.revenue.state.pa.us/

Historical Past-Year Versions of Pennsylvania Form REV-1649

We have a total of twelve past-year versions of Form REV-1649 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2022 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2021 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2020 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2019 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2018 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2017 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2016 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2015 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2014 Form REV-1649

Schedule O - Deferral/Election of Spousal Trusts (REV-1649)

2012 Form REV-1649

Schedule O (REV-1649)

2011 Form REV-1649

Schedule O (REV-1649)

TaxFormFinder Disclaimer:

While we do our best to keep our list of Pennsylvania Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.