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Department of Revenue: Business Taxes
Oregon Department of Revenue: Business Taxes

Estate/Fiduciary Income Tax Forms/Inst.
New 2012 Form Information 2006 Tax Year More Inheritance Tax Forms
2011 Tax Year 2005 Tax Year
2010 Tax Year 2004 Tax Year
2009 Tax Year 2003 Tax Year
2008 Tax Year 2002 Tax Year
2007 Tax Year 2001 Tax Year
New 2012 Form Information
  • The new 2012 Form OR 706, Oregon Estate Transfer Tax Return will be available soon.
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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 (available by January 2012)
150-101-02500-0000
 
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 150-101-02512-2010
 
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

2008 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-00108-2008
Schedule NRC, Form IT-1, Natural Resource Credit150-103-003
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 150-103-00408-2008
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 Fiduciaries150-101-025
12-2008
 
2007 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return150-103-00104-2008
Schedule NRC, Form IT-1, Natural Resource Credit150-103-003
04-2008
Form IT-V, Oregon Inheritance Payment Voucher Instructions150-103-17209-2005
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions150-101-173
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax150-101-051 
Oregon Depreciation Schedule For Individuals, Partnerships, Corporations, and Fiduciaries150-101-025
 
 
 
2006 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return150-103-00108-2006
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions150-101-173
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax150-101-051 
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries150-101-025
 
2005 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return150-103-00109-2005
Form IT-V, Oregon Inheritance Tax Payment Voucher150-103-172
09-2005
Form 41, Oregon Fiduciary Income Tax Return
150-101-041
 
Form 41-V, Oregon Fiduciary Payment Voucher and Instructions150-101-173
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax150-101-051 
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries150-101-025
 
2004 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return [fillable form only]
150-103-00109-2004
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 Instructions150-101-173
 
Schedule P, Form 41, Part-year Resident Trust Computation of Tax150-101-051 
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries150-101-025
 
2003 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-00101-2004
Form 41, Oregon Fiduciary Income Tax Return [form]150-101-041
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax150-101-051 
Oregon Depreciation Schedule for Individuals, Partnerships, Corporations, and Fiduciaries150-101-025
 
2002 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-00111-2002


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 Tax150-101-051
 
2001 Tax Year
Document Name
 Number
 Revised
Form IT-1, Oregon Inheritance Tax Return
150-103-00110-2001
Form 41, Oregon Fiduciary Income Tax Return [Form]150-101-041
 
Schedule P, Form 41 Part-year Resident Trust Computation of Tax150-101-051 
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 Estate150-101-15108-2008
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 Representation150-800-00512-2010

Page updated: January 30, 2012