Estate tax filing options and forms

Warning: To protect against the possibility of others accessing your confidential information, do not complete these forms on a public workstation.

Online filing options

To file online, you must have a SecureAccess Washington (SAW) user ID.

Do you have a SecureAccess Washington (SAW) user ID and password?

• Yes, I log into online services for other Washington state agencies, or I have logged into My DOR (for example, to renew a business license or print a reseller permit.) Log into SAW or learn more about accessing your license or tax account.
• No, I am a first-time user to My DOR and do not have a SAW user ID. Learn how to create a SAW user ID.
• I am not sure. You can check if you have a SAW user ID.

Access your tax account - Do you have an account access letter?

• Yes, I have an account access letter from the Department of Revenue. Learn how to access your tax account with a Letter ID.
• No, I don’t have an account access letter.
  • If there is NOT an administrator for your tax account in My DOR, you can request a letter be mailed to the address on file. The letter will include a Letter ID (code) that you use to gain access to the tax account. (Learn how to request a Letter ID)
  • If there is an administrator already set up for your business tax account in My DOR, contact that administrator and request that they grant you access.
  • Need help? Call 360-704-5906.

Request an extension, file a tax return and addendums, or make an electronic payment

• Instructions for My DOR: how to request an extension or file a return with addendums.
• Ready to file online? Log into SAW.

Paper filing options

Instructions and checklist

• Filing instructions (PDF 1.21MB)
• Filing checklist (PDF 460.33KB)

Return, extension, and addendums

• Washington State Estate and Transfer Tax Return (PDF 641.91KB)
• Washington State Estate and Transfer Tax Return (XLSM 1.33MB)
  Note: Do not use this form to upload your return into My DOR. Use the Estate Tax Return Upload Template (XLSX 78.03KB)  and instructions on how to upload your return into My DOR.
• Application for Extension of Time to File a Washington State Estate and Transfer Tax Return (PDF 2.22MB) ​
  • An executor or a preparer may request an extension for filing the estate tax return by completing the form above. If applicable, include an estimated tax payment.
  • A Confidential Tax Information Authorization (CTIA) form is included with the paper extension request. Executors may use this form to grant the Preparer access to Confidential Tax Information and/or to authorize communication via fax or unsecured email.
  • An extension may be submitted without the CTIA form. However, the CTIA form must be submitted with the extension because it is necessary to create an account. We are unable to process the CTIA form without an account.
  Note: Use this form to request a second extension (up to an additional six months).

• Addendum # 1 - Qualified Terminable Interest Property (QTIP) or Qualified Domestic Trust (QDOT) with instructions (PDF 91.05KB)
• Addendum # 2 - Property Used for Farming (farm deduction) with instructions (PDF 355.47KB)
• Addendum # 3 - Qualified Family-Owned Business Interests (QFOBI) with instructions (PDF 862.08KB)
• Addendum # 4 - Apportionment for Out of State Property with instructions (PDF 1.25MB)

Other forms

• Affidavit Substantiating Decedent’s State of Domicile at Death (PDF 269.05KB)
• Confidential Tax Information Authorization (Estate Tax Information Only) (PDF 300.95KB)
  • Only submit this form along with an extension, or to add another authorized person after a return has been submitted, or to update/change an existing authorized person.
• Notice of Escheat Estate (PDF 231.88KB)