Form 329 is a document used in the state of Delaware to report the distribution of assets from a decedent's estate. This form must be filed within nine months of the date of death, and it provides information about the value and composition of the estate. Anyone who is responsible for overseeing the administration of an estate in Delaware must file a Form 329.
| Question | Answer |
|---|---|
| Form Name | Delaware Form 329 |
| Form Length | 1 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 15 sec |
| Other names | fde329[1003] fourm329 form |
DELAWARE
FORM 329
TAX YEAR
SPECIAL TAX COMPUTATION FOR LUMP SUM
DISTRIBUTION FROM QUALIFIED RETIREMENT PLAN
Lump Sum Distributions
This form applies, in the case of someone who is not
In the case of a
THIS FORM DOES NOT APPLY WHEN YOUR DISTRIBUTION WAS:
LAST NAME(S) AS SHOWN ON RETURN
YOUR FIRST NAME
YOUR SOCIAL SECURITY NUMBER
SPOUSE'S FIRST NAME (IF APPLICABLE)
SPOUSE'S SOCIAL SECURITY NUMBER (IF APPLICABLE)
1.Enter capital gain portion of distribution from Box 3 of Form 1099R...............................
2.Enter ordinary income portion of distribution from Box 2a of Form 1099R......................
3.Add Lines 1 and 2............................................................................................................
4.Death benefit exclusion allowed on Federal Form 4972..................................................
5.Subtract Line 4 from Line 3..............................................................................................
6.Current actuarial value of annuity (if applicable, see Federal instructions).....................
7.Total taxable amount of distribution. Add Lines 5 and 6.................................................
8.Enter 10% of Line 7 (Multiply Line 7 by .1)......................................................................
9.Compute the tax on Line 8 (use Tax Rate Schedule or Table for Form 200)..................
10.Multiply the amount on Line 9 by ten...............................................................................
11.Enter 10% of Line 6 (Multiply Line 6 by .1)......................................................................
12.Compute the tax on Line 11 (use Tax Rate Schedule or Table for Form 200)................
13.Multiply the amount on Line 12 by ten.............................................................................
14.Subtract Line 13 from Line 10..........................................................................................
15.Divide Line 2 by Line 3....................................................................................................
16.Tax on ordinary income portion of distribution (Multiply Line 14 by percentage on Line 15 and enter on Form
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ATTACH FORM 329 AND FORM 4972 TO FORM 200 OR FORM 400
REVISED 10/2/03