Which documents are required for the inheritance tax declaration?
July 1, 2022 | 55,00 EUR | answered by Ella König
Dear Tax Advisor,
I am reaching out to you because I am unsure which documents are needed for the inheritance tax declaration. My situation is as follows: Recently, my father passed away and left me an inheritance. Now, the inheritance tax declaration is due and I do not know which documents I need for it.
Currently, I have my father's death certificate, the will, the land register extract of the inherited house, as well as various bank statements and insurance policies in my possession. However, I am not sure if these documents are sufficient or if additional documents are required to correctly fill out the inheritance tax declaration.
My concerns are that I do not want to make any mistakes in the inheritance tax declaration, as this could have financial consequences. Therefore, I want to make sure that I have all the necessary documents to submit the declaration correctly.
Could you please list exactly which documents are needed for the inheritance tax declaration? Are there any additional documents that I may need to obtain to ensure a smooth process of the declaration? I would greatly appreciate your assistance and a detailed response.
Sincerely,
Fred Möller
Dear Mr. Möller,
Thank you for your inquiry regarding the required documents for the inheritance tax return. It is understandable that you are unsure and do not want to make any mistakes in the declaration to avoid financial consequences. I will therefore list exactly which documents you need for the inheritance tax return and, if necessary, mention any additional documents that may be important.
First of all, the documents you mentioned such as the death certificate of your father, the will, the land register extract of the inherited house, as well as bank statements and insurance policies are indeed important documents needed for the inheritance tax return. These documents contain important information about the inherited assets and are therefore essential for the correct submission of the declaration.
In addition, you should also have other documents ready such as the certificate of inheritance, gift contracts, any life insurance policies, property valuations, as well as information on further assets and debts of the deceased. These additional documents may play a role in the evaluation of the inherited assets and the determination of the inheritance tax.
It is also advisable to keep all receipts and proof related to the inheritance, such as receipts for inheritance tax payments or proof of expenses made in connection with the inheritance. These can serve as proof in case of an audit by the tax office.
In summary, you will need the following documents for the inheritance tax return:
- Death certificate of the deceased
- Will
- Land register extract of the inherited house
- Bank statements and insurance policies
- Certificate of inheritance
- Gift contracts
- Life insurance policies
- Property valuations
- Information on further assets and debts of the deceased
- Receipts and proof related to the inheritance
I hope this list helps you and allows you to ensure that you have all the necessary documents for the inheritance tax return. If you have any further questions or would like personal advice, I am at your disposal.
Best regards,
Ella König
