Get M 4768a Form

Filling out the M 4768a Form, the application for extension of time to pay Massachusetts estate tax, can be crucial for individuals managing estates. This guide will provide a clear, step-by-step approach to completing the form online, making the process straightforward and accessible.

Follow the steps to complete your M 4768a Form online successfully.

1. Click the ‘Get Form’ button to obtain the M 4768a Form and open it in the editor.
2. Begin by entering the name of the decedent. This is the individual whose estate tax you are addressing. Be sure to provide accurate spelling to avoid issues later.
3. Next, fill in your name as the applicant. This should be the person responsible for managing the estate or the individual requesting the extension.
4. Provide the decedent's date of death in the specified format. Accurate dates are essential for processing the extension request.
5. Enter the docket number associated with the estate. This number can be found in probate court documents related to the deceased.
6. Fill out the decedent's Social Security number. This information is important for identification purposes.
7. Indicate the residence of the decedent at the time of death by providing the city, town, state, and zip code.
8. In Part 1, specify the type of extension you are applying for—either based on reasonable cause, undue hardship, or both. Clearly state the reason for your request in the designated space.
9. Provide the Mass. estate tax return due date and the extension date requested in the appropriate fields.
10. In Part 2, calculate the estimated amount of Massachusetts estate tax due and enter this amount. Subtract any advance or estimated payments already made.
11. Next, include any prior extension payments by attaching a copy of relevant forms.
12. Calculate the balance due and enter it as instructed. This amount will be necessary for payment processing.
13. Complete Part 3 by providing the names and addresses of the executor or administrator and the attorney for the estate.
14. Both the applicant and the attorney must sign and date the application to affirm the accuracy of the information provided.
15. Finally, ensure that all information is correct and then save changes to the form. You can download, print, or share the completed document as needed.

Complete your M 4768a Form online now to ensure a smooth extension request process.