COVID relief for estate tax
Estates filing a Washington Estate Tax Return and a federal Estate Tax Return can request an extension for the return and/or payment until July 15, 2020, based on Federal Notice 2020-23.
Estates filing a Washington Estate Tax Return only, and are negatively impacted by the COVID-19 crisis, can request an extension for the return and/or payment during the Governor's state of emergency. Extension requests for payments will be reviewed on a case by case basis.
To request an extension or get more case specific information, please contact the Estate Tax Team at 360-534-1503, Option 2 or at firstname.lastname@example.org.
What is the estate tax?
The estate tax is a tax on the right to transfer property at the time of death. A Washington decedent or a non-resident decedent who owns property in Washington State may owe estate tax depending on the value of their estate.
Estate tax forms, rules and information are specific to the date of death.
For dates of death of December 31, 2013, and prior, email or call us at 360-534-1503, option 2.
Either the Washington estate tax forms and estate tax payment or a request for an extension to file the Washington estate tax return and an estimated payment are due nine months after the decedent’s date of death.
If you have questions, e-mail us, or call us at 360-534-1503 and press 2 to speak with an estate tax examiner. Join the ListServ Email Service to get future messages about important Washington estate tax information.
Estate tax changes
The Legislature has updated the filing threshold to align with the applicable exclusion amount based on the 2017 legislation. For returns filed on or after July 23, 2017, an estate tax return is not required to be filed unless the gross estate is equal to or greater than the applicable exclusion amount.