When to FileGenerally, the estate tax return is due nine months after the date of death. A six month extension is available if requested prior to the due date and the estimated correct amount of tax is paid before the due date.
The gift tax return is due on April 15th following the year in which the gift is made.
Where to FileUse the below mailing address for all tax forms filed at the Cincinnati Service Center including Estate and Gift tax returns:
Internal Revenue ServiceTo mail FedEx packages, please use the following street address:
Cincinnati, OH 45999
Internal Revenue ServiceTo pay Estate and Gift tax online, use the secure and convenient Electronic Federal Tax Payment System.
201 W. Rivercenter Blvd
Covington, KY 41011
Contact InformationFor questions about return accounts, lien discharges, extensions (no tax law questions), and closing letter requests for estate tax returns filed on or after June 1, 2015, call: (866) 699-4083. For more information on closing letters, see When can I expect the Estate Tax Closing Letter? at Frequently Asked Questions on Estate Taxes.
Many general estate and gift tax law questions can still be answered by calling: (800) 829-1040. You may also find many answers to your questions by visiting Forms and Publications.
Caution: DO NOT submit tax related questions below. If you have a tax question that was not answered here or by checking Frequently Asked Questions, please call our toll-free tax assistance line at 1-800-829-1040 for individual tax questions or 1-800-829-4933 for business tax questions. We will not respond to tax related inquiries submitted on this page.
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