IRS Tax Forms  

2003 Estates & Trusts Taxes:
Forms, Instructions, & Publications

Note that the IRS does not revise every form every year. All major forms are revised annually, but the ones that are less frequently used, and which are not impacted by yearly tax law changes, are revised only when necessary.

Forms revised annually will have the year shown in the upper right hand corner of the form, and forms revised periodically will have their revision date shown underneath the form number in the upper left hand corner of the form.

Each listing below shows the name of the file, its file size, and its official revision date. Most all files in this section are updated yearly, and will have 2003 as the most recent revision.

PDF Category: Form
Form 56 (94K)  Fill-in Form (54K) 
(Rev. 0904) 
Notice Concerning Fiduciary Relationship
Form 56-F (41K)  Fill-in Form (41K) 
(Rev. 1191) 
Notice Concerning Fiduciary Relationship of Financial Institution
Form 706 (2.1MB) - Instructions  Fill-in Form (2.1MB) 
(Rev. 0803) 
United States Estate (and Generation-Skipping Transfer) Tax Return
Form 706-A (182K) - Instructions  Fill-in Form (177K) 
(Rev. 0899) 
United States Additional Estate Tax Return
Form 706-CE (70K)  Fill-in Form (69K) 
(Rev. 0502) 
Certification of Payment of Foreign Death Tax
Form 706-D (74K) - Instructions  Fill-in Form (70K) 
(Rev. 1003) 
United States Additional Estate Tax Return Under Code Section 2057
Form 706-GS(D) (34K) - Instructions  Fill-in Form (37K) 
(Rev. 0103) 
Generation-Skipping Transfer Tax Return for Distributions
Form 706-GS(D-1) (124K) - Instructions  Fill-in Form (113K) 
(Rev. 0103) 
Notification of Distribution From a Generation-Skipping Trust
Form 706-GS(T) (120K) - Instructions  Fill-in Form (95K) 
(Rev. 0103) 
Generation Skipping Transfer Tax Return for Terminations
Form 706-NA (221K) - Instructions  Fill-in Form (89K) 
(Rev. 0103) 
United States Estate (and Generation-Skipping Transfer) Tax Return
Form 706-QDT (203K) - Instructions  Fill-in Form (202K) 
(Rev. 0103) 
United States Estate Tax Return for Qualified Domestic Trusts
Form 709 (309K) - Instructions  Fill-in Form (308K) 
(Rev. 2003) 
United States Gift (and Generation-Skipping Transfer) Tax Return
Form 709-A (25K)  Fill-in Form (55K) 
(Rev. 1002) 
United States Short Form Gift Tax Return
Form 712 (55K)  Fill-in Form (54K) 
(Rev. 0500) 
Life Insurance Statement
Form 1041 (57K)  Fill-in Form (57K) 
(Rev. 2003) 
Beneficiary's Share of Income, Deductions, Credits, etc.
Form 1041 (245K) - Instructions  Fill-in Form (245K) 
(Rev. 2003) 
U.S. Income Tax Return for Estates and Trusts
Form 1041 (221K)  Fill-in Form (221K) 
(Rev. 2003) 
Capital Gains and Losses
Form 1041 (Schedule J) (98K)  Fill-in Form (98K) 
(Rev. 2003) 
Accumulation Distribution for a Complex Trust
Form 1041-A (95K)  Fill-in Form (92K) 
(Rev. 1200) 
U.S. Information Return Trust Accumulation of Charitable Amounts
Form 1041-N (47K) - Instructions  Fill-in Form (228K) 
(Rev. 0304) 
U.S. Income Tax Return for Electing Alaska Native Settlement Trusts
Form 1041-QFT (80K)  Fill-in Form (80K) 
(Rev. 2003) 
U.S. Income Tax Return for Qualified Funeral Trusts
Form 1041-T (24K)  Fill-in Form (56K) 
(Rev. 2003) 
Allocation of Estimated Tax Payments to Beneficiaries
Form 1045 (223K) - Instructions  Fill-in Form (223K) 
(Rev. 2003) 
Application for Tentative Refund
Form 1099-G (80K) - Instructions  
(Rev. 2003) 
Certain Government and Qualified State Tuition Program Payments
Form 2210 (139K) - Instructions  Fill-in Form (139K) 
(Rev. 2003) 
Underpayment of Estimated Tax by Individuals, Estates and Trusts
Form 2758 (53K)  Fill-in Form (50K) 
(Rev. 1100) 
Application for Extension of Time To File Certain Excise, Income, Information, and Other Returns
Form 3468 (111K)  Fill-in Form (111K) 
(Rev. 2003) 
Investment Credit
Form 3520 (351K) - Instructions  Fill-in Form (354K) 
(Rev. 2003) 
Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
Form 3520-A (155K) - Instructions  Fill-in Form (158K) 
(Rev. 2003) 
Annual Information Return of Foreign Trust With a U.S. Owner
Form 3800 (95K)  Fill-in Form (95K) 
(Rev. 2003) 
General Business Credit
Form 4136 (81K)  Fill-in Form (81K) 
(Rev. 2003) 
Credit For Federal Tax Paid On Fuels
Form 4224 (30K)  
(Rev. 0898) 
Exemption From Withholding of Tax On Income Effectively Connected With the Conduct of Trade or Business in the U.S.
Form 4255 (61K)  Fill-in Form (60K) 
(Rev. 0803) 
Recapture of Investment Credit
Form 4562 (165K) - Instructions  Fill-in Form (165K) 
(Rev. 2003) 
Depreciation and Amortization
Form 4563 (57K)  Fill-in Form (49K) 
(Rev. 1298) 
Exclusion of Income for Bona Fide Residents of American Samoa
Form 4684 (117K) - Instructions  Fill-in Form (112K) 
(Rev. 2003) 
Casualties and Thefts
Form 4720 (260K) - Instructions  Fill-in Form (259K) 
(Rev. 2003) 
Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code
Form 4768 (76K) - Instructions  Fill-in Form (74K) 
(Rev. 0803) 
Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
Form 4952 (44K)  Fill-in Form (44K) 
(Rev. 2003) 
Investment Interest Expense Deduction
Form 4970 (58K)  Fill-in Form (58K) 
(Rev. 2003) 
Tax on Accumulation Distribution of Trusts
Form 4972 (84K)  Fill-in Form (80K) 
(Rev. 2003) 
Tax on Lump-Sum Distributions
Form 5213 (26K)  Fill-in Form (26K) 
(Rev. 0700) 
Election to Postpone Determination As To Whether the Presumption Applies That an Activity is Engaged in for Profit
Form 5227 (225K) - Instructions  Fill-in Form (66K) 
(Rev. 2003) 
Split-Interest Trust Information Return
Form 5713 (251K) - Instructions  Fill-in Form (246K) 
(Rev. 1101) 
International Boycott Report
Form 5713 (Schedule A) (51K)  Fill-in Form (50K) 
(Rev. 1101) 
International Boycott Factor (Section 999(c)(1))
Form 5713 (Schedule B) (65K)  Fill-in Form (63K) 
(Rev. 1101) 
Specifically Attributable Taxes and Income (Section 999(c)(2))
Form 5713 (Schedule C) (38K)  Fill-in Form (37K) 
(Rev. 1101) 
Tax Effect of the International Boycott Provisions
Form 5884 (61K)  Fill-in Form (61K) 
(Rev. 2003) 
Work Opportunity Credit
Form 6198 (51K) - Instructions  Fill-in Form (51K) 
(Rev. 2003) 
At-Risk Limitations
Form 6478 (64K)  Fill-in Form (66K) 
(Rev. 2003) 
Credit for Alcohol Used as Fuel
Form 6765 (95K)  Fill-in Form (95K) 
(Rev. 2003) 
Credit for Increasing Research Activities
Form 6781 (128K)  Fill-in Form (103K) 
(Rev. 2003) 
Gains and Losses From Section 1256 Contracts and Straddles
Form 8271 (43K)  Fill-in Form (43K) 
(Rev. 0798) 
Investor Reporting of Tax Shelter Registration Number
Form 8288 (88K)  Fill-in Form (87K) 
(Rev. 0104) 
U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property Interests
Form 8288-A (33K)  Fill-in Form (58K) 
(Rev. 0104) 
Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests
Form 8288-B (87K)  Fill-in Form (87K) 
(Rev. 0104) 
Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests
Form 8300 (264K)  Fill-in Form (188K) 
(Rev. 1204) 
Report of Cash Payments Over $10,000 Received in a Trade or Business
Form 8453-F (49K)  Fill-in Form (49K) 
(Rev. 2003) 
U.S. Estate or Trust Income Tax Declaration and Signature for Electronic and Magnetic Media Filing
Form 8582 (172K) - Instructions  Fill-in Form (172K) 
(Rev. 2003) 
Passive Activity Loss Limitations
Form 8582-CR (97K) - Instructions  Fill-in Form (97K) 
(Rev. 2003) 
Passive Activity Credit Limitations
Form 8586 (31K)  Fill-in Form (61K) 
(Rev. 2003) 
Low-Income Housing Credit
Form 8594 (58K) - Instructions  Fill-in Form (57K) 
(Rev. 1002) 
Asset Acquisition Statement
Form 8609 (95K)  Fill-in Form (94K) 
(Rev. 1103) 
Low-Income Housing Credit Allocation Certification
Form 8609 (Schedule A) (80K)  Fill-in Form (80K) 
(Rev. 1103) 
Annual Statement
Form 8611 (49K)  Fill-in Form (42K) 
(Rev. 0199) 
Recapture of Low-Income Housing Credit
Form 8612 (36K)  Fill-in Form (36K) 
(Rev. 0501) 
Return of Excise Tax on Undistributed Income of Real Estate Investment Trusts
Form 8621 (84K) - Instructions  Fill-in Form (83K) 
(Rev. 1200) 
Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
Form 8693 (49K)  Fill-in Form (48K) 
(Rev. 0297) 
Low-Income Housing Credit Disposition Bond
Form 8697 (72K) - Instructions  Fill-in Form (70K) 
(Rev. 1102) 
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
Form 8703 (51K)  Fill-in Form (51K) 
(Rev. 1003) 
Annual Certification of a Residential Rental Project
Form 8736 (45K)  Fill-in Form (45K) 
(Rev. 2003) 
Application for Automatic Extension of Time to File U.S. Return for a Partnership, REMIC, or for Certain Trusts
Form 8800 (56K)  Fill-in Form (54K) 
(Rev. 0903) 
Application for Additional Extension of Time To File U.S. Return for a Partnership, REMIC, or for Certain Trusts
Form 8801 (81K)  Fill-in Form (81K) 
(Rev. 2003) 
Credit for Prior Year Minimum Tax - Individuals, Estates, and Trusts
Form 8826 (56K)  Fill-in Form (58K) 
(Rev. 2003) 
Disabled Access Credit
Form 8830 (53K)  Fill-in Form (55K) 
(Rev. 2003) 
Enhanced Oil Recovery Credit
Form 8834 (28K)  Fill-in Form (68K) 
(Rev. 2003) 
Qualified Electric Vehicle Credit
Form 8835 (70K)  Fill-in Form (71K) 
(Rev. 2003) 
Renewable Electricity Production Credit
Form 8838 (20K)  Fill-in Form (26K) 
(Rev. 0899) 
Consent to Extend the Time to Assess Tax Under Section 367 - Gain Recognition Agreement
Form 8844 (119K)  Fill-in Form (119K) 
(Rev. 2003) 
Empowerment Zone and Renewal Community Employment Credit
Form 8845 (60K)  Fill-in Form (60K) 
(Rev. 2003) 
Indian Employment Credit
Form 8846 (58K)  Fill-in Form (58K) 
(Rev. 2003) 
Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
Form 8855 (43K)  
(Rev. 0304) 
Election To Treat a Qualified Revocable Trust as Part of an Estate
Form 8868 (117K)  Fill-in Form (105K) 
(Rev. 1200) 
Application for Extension of Time To File an Exempt Organization Return
PDF Category: Instructions
Instructions for Form 706 (204K)  
(Rev. 0802) 
United States Estate (and Generation-Skipping Transfer) Tax Return
Instructions for Form 706-A (29K)  
(Rev. 0899) 
United States Additional Estate Tax Return
Instructions for Form 706-D (26K)  
(Rev. 1003) 
United States Additional Estate Tax Return Under Code Section 2057
Instructions for Form 706-GS(D) (33K)  
(Rev. 0699) 
Generation-Skipping Transfer Tax Return for Distributions
Instructions for Form 706-GS(D-1) (37K)  
(Rev. 0699) 
Notification of Distribution From a Generation-Skipping Trust
Instructions for Form 706-GS(T) (44K)  
(Rev. 0799) 
Generation Skipping Transfer Tax Return for Terminations
Instructions for Form 706-NA (32K)  
(Rev. 0999) 
United States Estate (and Generation-Skipping Transfer) Tax Return
Instructions for Form 706-QDT (36K)  
(Rev. 0400) 
United States Estate Tax Return for Qualified Domestic Trusts
Instructions for Form 709 (80K)  
(Rev. 2003) 
United States Gift (and Generation-Skipping Transfer) Tax Return
Instructions for Form 1041 (259K)  
(Rev. 2003) 
U.S. Income Tax Return for Estates and Trusts
Instructions for Form 1041 N (59K)  
(Rev. 0304) 
Instructions for Form 1041-N
Instructions for Form 1045 (69K)  
(Rev. 2003) 
Application for Tentative Refund
Instructions for Form 2210 (45K)  
(Rev. 2003) 
Underpayment of Estimated Tax by Individuals, Estates and Trusts
Instructions for Form 3520 (66K)  
(Rev. 2003) 
Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts
Instructions for Form 3520-A (42K)  
(Rev. 2003) 
Annual Information Return of Foreign Trust With a U.S. Owner
Instructions for Form 4562 (97K)  
(Rev. 2003) 
Depreciation and Amortization
Instructions for Form 4626 (82K)  
(Rev. 2003) 
Alternative Minimum Tax - Corporations
Instructions for Form 4684 (35K)  
(Rev. 2003) 
Casualties and Thefts
Instructions for Form 4768 (30K)  
(Rev. 0803) 
Application for Extension of Time To File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
Instructions for Form 5227 (62K)  
(Rev. 2003) 
Split-Interest Trust Information Return
Instructions for Form 5300 (39K)  
(Rev. 0901) 
Application for Determination for Employee Benefit Plan
Instructions for Form 5300
(Schedule Q)
(51K)
 
(Rev. 0801) 
Nondiscrimination Requirements
Instructions for Form 5713 (64K)  
(Rev. 1101) 
International Boycott Report
Instructions for Form 6198 (53K)  
(Rev. 2003) 
At-Risk Limitations
Instructions for Form 8582 (78K)  
(Rev. 2003) 
Passive Activity Loss Limitations
Instructions for Form 8582-CR (115K)  
(Rev. 2003) 
Passive Activity Credit Limitations
Instructions for Form 8621 (39K)  
(Rev. 1200) 
Return By Shareholder of a Passive Foreign Investment Company Or Qualified Electing Fund
Instructions for Form 8697 (46K)  
(Rev. 1102) 
Interest Computation Under the Look-Back Method for Completed Long-Term Contracts
Instructions for Form 8872 (30K)  
(Rev. 1102) 
Political Organization Report of Contributions and Expenditures
PDF Category: Publication
Publication 598 (158K)  
(Rev. 0300) 
Tax on Unrelated Business Income of Exempt Organizations
Publication 1457 (3.9MB)  
(Rev. 0799) 
Actuarial Values Book Aleph
Publication 1458 (3.1MB)  
(Rev. 0799) 
Actuarial Values Book Beth
Publication 1459 (543K)  
(Rev. 0799) 
Actuarial Values Book Gimel

2003 Forms - Fill-In PDF Version
2003 Individual Income Tax Forms & Instructions - PDF
2003 Business Income Tax Forms & Instructions - PDF
2003 Publications - PDF 2003 Publications - HTML Format
2003 Administration Forms
2003 Spanish Language Forms, Instructions & Publications
2003 Estates & Trusts
2003 IRA Forms, Retirement Plans & Exempt Organizations
2003 IRS Information Returns, Forms, & Instructions, such as W-2s, 1099s, etc.
2003 Instructions - HTML Format

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