Form E2A PDF Details

In navigating the complexities of estate management and taxation within Vermont, the E2A form plays a pivotal role. Issued by the Vermont Department of Taxes, this document serves as an essential application for tax clearances following a person's passing. It meticulously gathers critical information about the decedent, including their name, residence at the time of death, social security number, and pertinent details regarding their spouse or civil union partner. Furthermore, it requires the submission of contact information for the estate's administrator, executor, or trustee, as well as the attorney involved, if any. The form is divided into sections that address various tax considerations: Vermont income tax, fiduciary tax, and estate tax, each with specific criteria that determine filing requirements based on the decedent's date of death and the estate's worth. Through the thorough completion of the E2A form, individuals are guided through the necessary steps to ensure compliance with Vermont's tax laws, facilitating a smoother administrative process during a challenging time of loss.

QuestionAnswer
Form NameForm E2A
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namese2a vermont tax clearance request form

Form Preview Example

Vermont Department of Taxes 133 State Street Montpelier, VT 05633-1401Phone: (802) 828-6820

 

VERMONT ESTATE TAX INFORMATION AND

Form

 

APPLICATION FOR TAX CLEARANCES

E2A

 

 

 

 

 

 

Name of Decedent and Address of Residence (domicile) at Time of Death

Decedent’s Social Security Number

 

 

 

 

 

 

 

 

 

Spouse’s/CU Partner’s Social Security Number

 

 

 

 

 

 

Name and Address of Administrator/Executor/Trustee

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Death

 

Age at Death

 

 

 

 

 

 

Name and Address of Attorney (if any)

 

Has the estate been entered in Probate Court?

 

 

 

Yes. What district?

 

 

 

 

_ _____________________________

 

 

 

No

 

 

 

 

 

 

 

 

 

 

 

Section A VERMONT INCOME TAX (See instructions on reverse side)

 

 

 

Is a Vermont Income Tax Return required for Year of Death?

 

 

 

YES. A return must be filed before

NO. Please state reason________________________________________

the tax clearance can be issued.

 

 

 

 

Section B VERMONT FIDUCIARY TAX (See instructions on reverse side)

If income is received by the estate during administration, Fiduciary tax returns may be due. Please check the appropriate box below.

EIN:_ ________________________

No returns are required to be filed.

Required returns have been filed.*

Required final return will be filed by

_______________.*

(Date)

*Must enter Employer ID Number (EIN) above.

Section C VERMONT ESTATE TAX (See instructions on reverse side)

Did decedent die BEFORE January 1, 2009?

YES. Complete Part 1 below.

Part 1 COMPLETE ONLY FOR DEATHS BEFORE 2009.

Is a U.S. Estate Tax Return, Form 706, required to be filed? YES. A Vermont Estate Tax

Return is required to be filed.

NO. Complete Part 2 below.

NO. A Vermont Estate Tax Return is not required to be filed.

Part 2 COMPLETE ONLY FOR DEATHS OCCURRING IN 2009 through 2017.

Is the total value of the estate for deaths occurring in 2009 or 2010, including taxable gifts, more than $2,000,000.00*?

OR

Is the total value of the estate for deaths occurring in 2011 - 2017, including taxable gifts, more than $2,750,000.00*?

YES. A Vermont Estate Tax

 

NO. A Vermont Estate Tax

 

Return is required to be filed.

 

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

Date

Daytime Telephone Number

Form E2A

(Rev. 09/16)

Clear ALL fields

 

Save and go to Important Printing Instructions

 

Save and Print

 

 

 

 

 

How to Edit Form E2A Online for Free

Our finest computer programmers have worked collectively to get the PDF editor which you can begin using. This particular app makes it easy to prepare Form E2A documentation quickly and with ease. This is certainly all you have to undertake.

Step 1: Initially, hit the orange button "Get Form Now".

Step 2: After you access our Form E2A editing page, there'll be all the actions it is possible to undertake about your template in the upper menu.

In order to fill in the Form E2A PDF, enter the information for all of the segments:

Form E2A gaps to fill in

The system will need you to complete the Section C Did decedent die BEFORE, YES Complete Part below, NO Complete Part below, Part COMPLETE ONLY FOR DEATHS, Is a US Estate Tax Return Form, YES A Vermont Estate Tax Return is, NO A Vermont Estate Tax Return is, Part COMPLETE ONLY FOR DEATHS, Is the total value of the estate, Is the total value of the estate, YES A Vermont Estate Tax Return is, NO A Vermont Estate Tax Return is, The Total Value of an estate at, I certify that the information, and Signature of field.

Filling in Form E2A stage 2

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