Estate tax return data for Filing Year 2021

Five statistical tables containing estate tax return data for Filing Year 2021 are now available on SOI's Tax Stats webpage. Due to the relatively long filing period, estate tax returns filed in a single calendar year may be for decedents who died in several different years. Table 1 contains data from estate tax returns filed in 2021 by tax status and size of gross estate. Table 2 includes data from the estate tax returns filed in 2021 by state of residence. Table 3 includes data from the estate tax returns filed in 2021 by gross charitable bequests and state of residence. Table 4 includes bequests reported for the estate tax returns filed in 2021 by beneficiary type.  Table 5 includes net worth and net estate tax paid for the estate tax returns filed in 2021 by occupation and gender.  (October 2022)

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