Form 60-083 - Iowa Inheritance/estate Tax Schedule I Annuities And Section 529 Plans - 2012

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Iowa Department of Revenue
I
owa Inheritance/Estate Tax Schedule I
Annuities and Section 529 Plans
Estate of:
Item
Alternate
Alternate
Value at
No.
Description
Valuation Date
Value
Date of Death
Instructions - Annuities: (1) Describe completely; (2)
include if the annuity was derived from an employee’s
pension or retirement plan; (3) or if an IRA whether it was
a traditional or Roth IRA and (4) include the beneficiary’s
name and relationship to the decedent.
Instructions - Section 529 Plans: Qualified Section 529
Plans are reportable but are not taxable. For each amount
listed, provide the plan name, date established, named
beneficiary, and named beneficiary’s age at the time of
decedent’s death. List amounts in line 2, “Nontaxable
If more space is needed, attach additional sheets.
1. Total. ................................................................................................................................. 1. _________________
2. Nontaxable Amount. ......................................................................................................... 2. _________________
3. TAXABLE AMOUNT. Subtract line 2 from line 1. ............................................................ 3. _________________
Enter the Taxable Amount on IA 706, page 2, line 34, Annuities and Section 529 Plans.
60-083 (08/07/12)

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