Reminder: Personal Representatives Can Now File and Pay DC Estate Taxes at MyTax.DC.gov

The Office of Tax and Revenue (OTR) reminds personal representatives that they can now file and submit payment for DC estate taxes via OTR’s online portal, MyTax.DC.gov.

For personal representatives of decedents whose deaths occurred from January 1, 2016 and forward, they will be able to use MyTax.DC.gov as follows:

  • File and submit payments for the D-76, D-76EZ and D-77 Estate Tax Returns
  • Attach applicable forms and schedules, such as:
    • Death Certificate
    • Letters of Administration
    • Other acceptable documents identifying the estate’s beneficiaries and/or executor(s) of the estate
  • Register for third party access, in which multiple parties can have access to the estate tax account
  • View previously filed returns
  • Make payment for any filing period
  • Submit an amended return or file for an extension of time to file

For additional information, click the image below to download an electronic copy of the estate tax brochure, visit MyTax.DC.gov,  email OTR’s e-Services Unit at e-services.otr@dc.gov or call (202) 759-1946.

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Do You Owe District Taxes? Apply Now for a Payment Agreement Online.

The Office of Tax Revenue (OTR) reminds individual and business taxpayers who have an outstanding District of Columbia tax balance that they may be eligible for a payment plan agreement.  The payment plan agreement offers taxpayers the opportunity to pay off their tax liability with monthly installments via MyTax.DC.gov

To be eligible for an online payment agreement, taxpayers must meet the following requirements:

  • Pay the full amount of the tax liability within 24 months
  • File all required tax returns not included in the payment agreement
  • Have not cancelled previous payment agreements
  • Does not have a business tax debt that exceeds $50,000

An online payment agreement allows taxpayers to pay any remaining balance due in monthly automatic ACH debit withdrawals from their checking or savings accounts. The OTR does not charge a fee for setting up the online agreement.

For additional information, please refer to the Payment Agreement User Guide/Tutorial,   the Payment Agreement Frequently Asked Questions, or call OTR’s Collections Division at (202) 724-5045.

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Effective October 29, 8 New Tax Types Will be Available at MyTax.DC.gov

Last November, the Office of Tax and Revenue (OTR) successfully completed phase three of converting Sales and Use, Specialized Sales, Special Event, and Street Vendors and Mobile Food Services Minimum Sales tax types over to MyTax.DC.gov.

On October 29, OTR will roll out the fourth phase of converting eight new tax types to MyTax.DC.gov as follows:

  • Alcoholic Beverage
  • Ballpark Fee
  • Cigarettes
  • Department of Health Care Finance
  • Gross Receipts
  • Motor Vehicle Fuel
  • Other Tobacco
  • Personal Property Tax

With the conversion of these tax types, District taxpayers will continue to see an improvement of self-service options and transparency.

Stay tuned to the OTR blog for new updates and additional information.

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Personal Representatives Can Now File and Pay DC Estate Taxes Online at MyTax.DC.gov

The District of Columbia Office of Tax and Revenue (OTR) announced today that personal representatives can now file and submit payment for DC estate taxes on the online portal, MyTax.DC.gov.

For personal representatives of decedents whose deaths occurred from January 1, 2016 and forward, they will be able to use MyTax.DC.gov as follows:

  • File and submit payments for the D-76, D-76EZ and D-77 Estate Tax Returns
  • Attach applicable forms and schedules, such as:
    • Death Certificate
    • Letters of Administration
    • Other acceptable documents identifying the estate’s beneficiaries and/or executor(s) of the estate
  • Register for third party access, in which multiple parties can have access to the estate tax account
  • View previously filed returns
  • Make payment for any filing period
  • Submit an amended return or file for an extension of time to file

For additional information, visit MyTax.DC.gov, email OTR’s e-Services Unit at e-services.otr@dc.gov or call (202) 759-1946.

Posted in MyTax.DC.gov, Press Release | 1 Comment

Starting Tomorrow, May 2 You Can File and Pay Estate Tax Returns at MyTax.DC.gov

We are one day away from launching the ability for personal representatives of an estate to file and pay estate tax returns electronically via MyTax.DC.gov. As a reminder, we’ve made changes to the estate tax filing process for representatives of decedents whose deaths occurred from January 1, 2016 and forward.

At MyTax.DC.gov the personal representative of an estate will be able to:

  • File and submit payments for the D-76, D-76EZ and D-77 Estate Tax Returns
  • Attach applicable forms and schedules, such as:
    • Death Certificate
    • Letters of Administration
    • Other acceptable documents identifying the estate’s beneficiaries and/or executor(s) of the estate
  • Register for third party access, in which multiple parties can have access to the estate tax account.
  • View previously filed returns.
  • Make payment for any filing period.
  • Submit an amended return or file for an extension of time to file.

Additional information regarding how to register to gain access to an estate tax account, as well as filing an estate tax return can be found in the FAQs at MyTax.DC.gov.

Posted in MyTax.DC.gov | 2 Comments

New DC Estate Tax Filing Requirements Effective May 2

The Office of Tax and Revenue (OTR) has made changes to the estate tax filing process for representatives of decedents whose death occurred from January 1, 2016 and forward. Effective May 2, 2018, estate representatives responsible for filing an estate tax will be required to register for an account, file and submit payment via MyTax.DC.gov for the following Estate Tax returns:

  • D-76
  • D-76EZ
  • D-77

At MyTax.DC.gov the estate representative will be able to:

  1. Attach applicable forms and schedules, such as:
  • Death Certificate
  • Letters of Administration
  • Other acceptable documents identifying the estate’s beneficiaries and/or executor(s) of the estate
  1. Register for third party access, in which multiple parties can have access to the estate tax account.
  2. View previously filed returns.
  3. Make payment for any filing period.
  4. Submit an amended return or file for an extension of time to file.

**On Thursday, April 19 from 2:30 p.m. to 3:30 p.m., OTR will be hosting an estate tax filing webinar to discuss the new online application and filing process. Please click here to register.**

To learn more about this new filing requirement, click the image below to download an electronic copy of the estate tax brochure.

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Have You Registered for OTR’s Estate Tax Filing Webinar to be Held on Thurs., April 19?

Save your seat for our webinar on Thursday, April 19 from 2:30 p.m. to 3:30 p.m. ET, as we discuss filing estate tax returns via OTR’s tax portal, MyTax.DC.gov.

Effective May 2, OTR will implement a new online application and filing process for the estate tax return for decedents whose death occurred from January 1, 2016 and forward. Personal representatives responsible for administering the estate will be required to register for an account, file and submit payment via MyTax.DC.gov.

We greatly value your opinions and insights. There will be an opportunity to ask questions and give feedback.

>>>Please register for the webinar via WebEx by clicking here<<<<<

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