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Vermont Vermont Estate Tax Information And Application For Tax Clearances
Extracted from PDF file 2023-vermont-form-e-2a.pdf, last modified January 2023Vermont Estate Tax Information And Application For Tax Clearances
Vermont Department of Taxes Phone: (802) 828-6820 Form E2A 133 State Street Montpelier, VT 05633-1401 *23E2A1100* ESTATE TAX INFORMATION AND APPLICATION FOR TAX CLEARANCES Decedent’s Information Decedent’s Last Name First Name * 2 3 E 2 A 1 1 0 0 * Initial Address of Residence (domicile) at Time of Death City State ZIP Code Decedent’s Social Security Number Spouse’s/CU Partner’s Social Security Number Date of Death (mm/dd/yyyy) / Administrator / Executor / Trustee Information Age at Death / Administrator / Executor / Trustee Name Telephone Number Mailing Address For Department Use Only City Foreign Country State ZIP Code Email Address Attorney Information Attorney’s Name Telephone Number Mailing Address For Department Use Only City Foreign Country State ZIP Code Email Address 1. Has the estate been entered in Probate Court? . . . . . . . . Yes, District ____________________________ No Section A VERMONT INCOME TAX (see instructions) Is a Vermont Income Tax Return required for Year of Death? Yes. A return must be filed before the tax clearance can be issued. No. State reason ________________________________________________________________________ Section B VERMONT FIDUCIARY TAX (see instructions) If income is received by the estate during administration, Fiduciary Tax Returns may be due. Check appropriate box. FEIN (required): ______________________________________ No returns are required to be filed. Required returns have been filed. Final required returns will be filed by (mm/dd/yyyy) ___________________ / / Section C VERMONT ESTATE TAX (see instructions) For deaths BEFORE 2009: Is a U.S. Estate Tax Return, Form 706, required to be filed? For deaths in 2009 or 2010: Is the total value of the gross estate, including taxable gifts, more than $2,000,000.00*? For deaths in 2011 through 2019: Is the total value of the gross estate, including taxable gifts, more than $2,750,000.00*? For deaths in 2020: Is the total value of the gross estate, including taxable gifts, more than $4,250,000.00*? For deaths in or after 2021: Is the total value of the gross estate, including taxable gifts, more than $5,000,000.00*? Yes. A Vermont Estate Tax Return is required to be filed. No. A Vermont Estate Tax Return is not required to be filed. *The Total Value of an estate at time of death includes jointly owned assets, solely owned assets, insurances with or without named beneficiaries and trust assets, etc. For an ancillary estate this figure includes the value of the other states assets as well as the value of the Vermont assets. I certify that the information contained herein is true, correct, and complete to the best of my knowledge. Signature of Administrator/Executor/Trustee Clear ALL fields Printed Name Date Save and go to Important Printing Instructions Form E2A Page 1 of 1 Rev. 01/23 Save and Print
Form E-2A
More about the Vermont Form E-2A Estate Tax TY 2023
We last updated the Vermont Estate Tax Information And Application For Tax Clearances in February 2024, so this is the latest version of Form E-2A, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form E-2A directly from TaxFormFinder. You can print other Vermont tax forms here.
Other Vermont Estate Tax Forms:
TaxFormFinder has an additional 51 Vermont income tax forms that you may need, plus all federal income tax forms.
| Form Code | Form Name |
|---|---|
| Form E-2A | Vermont Estate Tax Information And Application For Tax Clearances |
| Form EST-191 | Estate Tax Return |
| Form ES-164 | Application for Extension of Time to File Vermont Estate Tax Return |
View all 52 Vermont Income Tax Forms
Form Sources:
Vermont usually releases forms for the current tax year between January and April. We last updated Vermont Form E-2A from the Department of Taxes in February 2024.
About the Estate Tax
The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.
Historical Past-Year Versions of Vermont Form E-2A
We have a total of twelve past-year versions of Form E-2A in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
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