If you’re handling an estate in Ohio, you might be wondering whether you need to file inheritance tax forms. The good news: Ohio doesn’t have a state-level inheritance tax anymore. That ended back in 2013. But that doesn’t mean your job as executor is paperwork-free. There are still federal and possibly local requirements and missing them can cause delays or penalties.

Wait if there’s no Ohio inheritance tax, why do I need forms?

Even though Ohio stopped collecting inheritance tax, executors still have legal duties tied to taxes. You may need to file final income tax returns for the deceased, handle federal estate tax (if the estate is large enough), or deal with county-level estate filings. Some counties still require documentation even if no tax is due. Confusing? A bit. But manageable if you know where to look.

You can find a clear breakdown of what’s required based on the county and estate size in our guide to executor paperwork requirements. It walks through what’s mandatory versus optional, so you don’t waste time on outdated or irrelevant steps.

What forms might I actually need to file?

Here’s what typically comes up:

  • IRS Form 706 Only if the estate exceeds the federal exemption (over $13 million in 2024).
  • Final Ohio individual income tax return For income earned by the deceased up to their date of death.
  • Ohio Estate Tax Return (Form ET-1) Technically obsolete for inheritance tax, but some counties still ask for it as part of probate, especially for record-keeping or real estate transfers.
  • County auditor affidavits or releases Needed before transferring property titles in many Ohio counties.

If you’re unsure which documents apply to your situation, check out the list of forms executors commonly use. It includes links to official sources and notes on when each one matters.

Who’s responsible for filing this stuff?

As executor, it’s your job unless the will names someone else or the court appoints an administrator. Even if you hire a lawyer or accountant, you’re still legally accountable for making sure everything gets filed correctly and on time. Learn more about who handles the paperwork and how delegation works without dodging responsibility.

Common mistakes executors make

Here’s what trips people up:

  • Assuming “no inheritance tax” means “no forms.” Nope probate courts and county auditors still want certain documents.
  • Missing deadlines for income tax returns. The final 1040 is due April 15 of the year after death, same as any other taxpayer.
  • Failing to get tax clearance before distributing assets. Some counties won’t release property without proof taxes are settled.
  • Not keeping copies of every form submitted. If something gets lost, you’ll need proof you filed.

What should I do first?

Start by gathering:

  1. The death certificate (you’ll need multiple certified copies).
  2. Last three years of the deceased’s tax returns.
  3. A list of all assets and debts, including real estate, bank accounts, and investments.
  4. Contact info for beneficiaries named in the will.

Then, check your county probate court’s website. Many post local checklists or required forms. If you’re stuck, reviewing executor duties and tax documentation can help you map out next steps without guessing.

Do I need a lawyer or accountant?

Not always but it helps if:

  • The estate is complex (multiple properties, businesses, or out-of-state assets).
  • You’re unfamiliar with tax forms or probate procedures.
  • The beneficiaries are in conflict or asking tough questions.

Even a one-hour consultation can save you hours of stress. And remember: paying for professional help with estate funds is usually allowed you don’t have to foot the bill yourself.

For a full picture of your legal responsibilities beyond forms, read about executor obligations tied to taxes. It covers fiduciary duties, timelines, and what happens if things go sideways.

Still unsure where to start? The Ohio Department of Taxation website has updated guidance and downloadable forms. Bookmark it you’ll likely visit more than once.

Next step: Make a checklist. Write down every form, deadline, and contact. Cross them off as you go. Small estates can wrap up in months; larger ones take longer. Either way, staying organized keeps you out of trouble and lets you close this chapter without regrets.