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Department of Revenue: Business Taxes

Estate/Fiduciary Income Tax Forms & Instructions

New 2012 Form Information

  • The new 2012 Form OR706, Oregon Estate Transfer Tax Return is now available! Find it under the 2012 Tax Year table below.
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2012 Tax Year

Document Name
Number
Revised
Form OR706, Oregon Estate Transfer Tax Return and Instructions
Note: Form OR706 has been revised as of Oct. 2012.
If you downloaded the previous version, please note the text correction in the Example on page 12, Part 6. It should read: "Column 1, the taxable amount is equal to or more than $1,500,000."
 150-104-001
10-2012
Form OR706-V, Oregon Estate Transfer Tax Payment Voucher and Instructions
 150-104-172
 06-2012
Schedule NRC for Form OR706, Oregon Natural Resource or Commercial Fishing Business Property Credit Form and Instructions
 150-104-003 06-2012
Schedule OSMP for Form OR706, Oregon Special Marital Property Form and Instructions
 150-104-004 06-2012
​Request for Discharge from Personal Liability for Form OR706
 150-104-005 ​06-2012
​Form OR706-A, Oregon Additional Estate Transfer Tax Return and Instructions (for an early disposition of natural resource property)
 ​150-104-007 ​01-2013
​Form 41, Oregon Fiduciary Income Tax Return 150-101-041​ ​10-2012
​Form 41-V, Oregon Fiduciary Payment Voucher and Instructions 150-101-173 ​ ​10-2012
​Schedule P, Form 41 PY Resident Trust Computation of Tax ​150-101-051 ​12-2012
​Annual Certification for Natural Resource Credit Property or Commercial Fishing Business Credit Property, Form and Instructions
 ​150-104-008 02-2013
 



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2011 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001
08-2011
Form IT-V, Oregon Inheritance Payment Voucher Instructions
150-103-172
08-2010
Schedule NRC, Form IT-1, Natural Resource Credit
150-103-003 08-2011
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
10-2011
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions
150-101-173
10-2011
Schedule OSMP, Form IT-1, Oregon Special Marital Property
150-103-004 08-2011
Schedule P, Form 41 PY Resident Trust Computation of Tax
150-101-051
10-2011
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries
150-101-025 12-2011
 



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2010 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001
08-2010
Form IT-V, Oregon Inheritance Payment Voucher Instructions
150-103-172
08-2010
Schedule NRC, Form IT-1, Natural Resource Credit
150-103-003 08-2010
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
10-2010
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions
150-101-173
11-2010
Schedule OSMP, Form IT-1, Oregon Special Marital Property
150-103-004 08-2009
Schedule P, Form 41 PY Resident Trust Computation of Tax
150-101-051
10-2010
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025 12-2010
 



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2009 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001
08-2009
Form IT-V, Oregon Inheritance Payment Voucher Instructions
150-103-172
07-2008
Schedule NRC, Form IT-1, Natural Resource Credit
150-103-003
08-2009
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
11-2009
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions
150-101-173
11-2009
Schedule OSMP, Form IT-1, Oregon Special Marital Property
150-103-004
08-2009
Schedule P, Form 41 PY Resident Trust Computation of Tax
150-101-051
10-2009
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries
150-101-025
12-2009

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2008 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001 08-2008
Schedule NRC, Form IT-1, Natural Resource Credit 150-103-003
08-2008
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
10-2008
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions
150-101-173
10-2008
Schedule OSMP, Form IT-1, Oregon Special Marital Property 150-103-004 08-2008
Schedule P, Form 41, PY Resident Trust Computation of Tax 150-101-051 12-2008
Form IT-V, Oregon Inheritance Payment Voucher Instructions
150-103-172 07-2008
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025
12-2008
 

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2007 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return 150-103-001 04-2008
Schedule NRC, Form IT-1, Natural Resource Credit 150-103-003
04-2008
Form IT-V, Oregon Inheritance Payment Voucher Instructions 150-103-172 09-2005
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions 150-101-173
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax 150-101-051  
Oregon Depreciation Schedule For Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025
 
 
 

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2006 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return 150-103-001 08-2006
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions 150-101-173
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax 150-101-051  
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025
 

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2005 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return 150-103-001 09-2005
Form IT-V, Oregon Inheritance Tax Payment Voucher 150-103-172
09-2005
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions 150-101-173
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax 150-101-051  
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025
 

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2004 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return [fillable form only]
150-103-001 09-2004
Form IT-V, Oregon Inheritance Tax Payment Voucher [fillable form only]
150-103-172
09-2004
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions 150-101-173
 
Schedule P, Form 41, Part-year Resident Trust Computation of Tax 150-101-051  
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025
 

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2003 Tax Year

Document Name
Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001 01-2004
Form 41, Oregon Fiduciary Income Tax Return [form] 150-101-041
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax 150-101-051  
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries 150-101-025
 

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2002 Tax Year

Document Name
 Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001 11-2002


Special election. The results of the January 28, 2003, special election are now available. The following forms and instructions, with the 2002 tax rate, have been finalized.
 
Document Name Number
Revised
Form 41, Oregon Fiduciary Income Tax Return [Form] 150-101-041  
Schedule P, Form 41, Part-year Resident Trust Computation of Tax 150-101-051
 

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2001 Tax Year

Document Name
 Number
Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-001 10-2001
Form 41, Oregon Fiduciary Income Tax Return [Form] 150-101-041
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax 150-101-051  

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More Inheritance Tax Forms

Document Name
Number
Revised
Election for Final Tax Determination for Income Taxes and Application for Discharge from Personal Liability for Tax of a Decedent's Estate 150-101-151 08-2008
Federal Form 706, Schedule T (For use with Form IT-1) Schedule T  
Form IT-1A, Oregon Additional Inheritance Tax Return
150-103-007 08-2011
Request for Discharge from Personal Liability for Oregon Inheritance Tax 150-103-005
12-2009
Tax Information Authorization and Power of Attorney for Representation 150-800-005 12-2010

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