Get Fl Dor Dr-313 2021-2026

Filling out the FL DoR DR-313 form, known as the Affidavit of No Florida Estate Tax Due When Federal Return is Required, is a crucial step in the estate management process. This guide will provide you with clear, step-by-step instructions to navigate the form effectively and ensure all required information is accurately presented.

Follow the steps to fill out the FL DoR DR-313 form online.

1. Click ‘Get Form’ button to obtain the form and open it in your browser for editing.
2. In the top section of the form, you will see a large blank space. Enter the case style of the estate probate proceeding here.
3. Locate the section where it asks for the personal representative's name. Clearly print your name in the designated field.
4. Next, find the section that requires you to print the name of the decedent, the individual who has passed away. Enter the full name as it appears on legal documentation.
5. Indicate the date of death of the decedent by filling in the date format provided (MM/DD/YYYY).
6. In the following section, indicate the state where the decedent was domiciled at the time of death by filling in the appropriate blank.
7. You will be prompted to check one of two boxes regarding the decedent's citizenship status: either 'a U.S. citizen' or 'not a U.S. citizen'.
8. Confirm the need for a federal estate tax return by stating if a federal Form 706 or 706-NA is required for the estate.
9. In the next section, indicate that the estate does not owe Florida estate tax under Chapter 198.
10. Affirm that the estate is not required to file a Florida estate tax return (Form F-706) according to the cited statute.
11. Acknowledge your personal liability for distribution by signing the form in the designated area to declare that all information stated is true.
12. After filling out all sections, make sure to provide your printed name, telephone number, and mailing address as required.
13. Finally, review your completed form for accuracy. Once confirmed, save your changes, and consider downloading or printing the form for your records before filing it with the court.

Complete your FL DoR DR-313 form online today to ensure timely and proper filing.