DC Office of Tax and Revenue (OTR) Forms and Documents
The DC Office of Tax and Revenue (OTR) is a District of Columbia government office focused broadly on tax and revenue matters, as its name indicates. Its published forms reflect that subject area.
The forms listed here include individual and fiduciary income tax materials, estimated payments, business franchise tax and combined-reporting schedules, and property-related documents. You’ll also find materials for tax credits, exemptions, property liens, and releases, alongside instructions for selected filing topics.
DC Office of Tax and Revenue (OTR) forms
- FR-127F · DC-OTR · District of ColumbiaForm FR-127F, Extension of Time to File a Fiduciary Income Tax Return – District of Columbia
Form FR-127F is the DC Office of Tax and Revenue (OTR) form and payment voucher used to request a 6-month extension of time to file a fiduciary income tax return. Fill out the form online on FillingPDF and download or print the completed PDF.
2 pages - FR-127F · DC-OTR · District of ColumbiaForm FR-127F, Extension of Time to File a Fiduciary Income Tax Return – Washington, DC
Form FR-127F is the DC Office of Tax and Revenue (OTR) voucher for requesting a 6-month extension to file a fiduciary income tax return. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - FR-147 · DC-OTR · District of ColumbiaForm FR-147, Statement of Person Claiming Refund Due a Deceased Taxpayer – District of Columbia
Form FR-147 is the District of Columbia Office of Tax and Revenue (OTR) statement used to claim a DC income tax refund due a deceased taxpayer. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - FR-147 · DC-OTR · District of ColumbiaForm FR-147, Statement of Person Claiming Refund Due a Deceased Taxpayer – Washington, DC
Form FR-147 is the DC Office of Tax and Revenue statement a person files to claim an income tax refund due a deceased taxpayer. Fill out the fillable PDF online on FillingPDF and download or print it.
1 page - FR-19 · DC-OTR · District of ColumbiaForm FR-19, Inheritance Tax Return for Estates of Individual(s) Who Died On or Before March 31, 1987 – Washington, DC
Form FR-19 is the District of Columbia Office of Tax and Revenue (OTR) inheritance tax return for estates of people who died on or before 3/31/1987. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - FR-399 · DC-OTR · District of ColumbiaForm FR-399 2024: QHTC Tax Benefits Instructions and PDF
Form FR-399 (Rev. 03/2025) is the DC Office of Tax and Revenue booklet for Qualified High Technology Companies, with eligibility rules, credit worksheets and Forms FP-332, FP-333 and FP-334. Fill out the PDF online and download it.
16 pages - FR-399 · DC-OTR · District of ColumbiaForm FR-399 (QHTC) 2021-2023: DC Tax Credits and Forms
FR-399 is the DC Office of Tax and Revenue (OTR) booklet for Qualified High Technology Companies (QHTC), with claim forms FP-332, FP-333, FP-334 and the gross revenue worksheet. Fill out the PDF online on FillingPDF and download or print it.
16 pages - FR-467E · DC-OTR · District of ColumbiaForm FR-467E, Wholesaler's Quarterly Report of Sales of District of Columbia Stamped Cigarettes and/or Roll-Your-Own Tobacco
Form FR-467E is the District of Columbia Office of Tax and Revenue (OTR) report that licensed wholesalers use to list stamped cigarettes and roll-your-own tobacco sold each quarter by brand family. Fill out the form online on FillingPDF and download or print the completed PDF.
2 pages - FR-800SM · DC-OTR · District of ColumbiaForm FR-800SM, 2026 FR-800 SM Instructions – District of Columbia
The 2026 FR-800SM booklet contains the DC Office of Tax and Revenue's instructions for the monthly Specialized Sales and Use Tax return, which is filed on MyTax.DC.gov. Fill out the PDF online on FillingPDF and download it.
8 pages - OTR-10 · DC-OTR · District of ColumbiaForm OTR-10, Offer in Compromise – Washington, DC
Form OTR-10 is the Offer in Compromise application of the DC Office of Tax and Revenue (OTR), used to ask to settle a tax debt for less than the full amount owed. Fill it out online on FillingPDF and download or print the completed PDF.
11 pages - OTR-308 · DC-OTR · District of ColumbiaForm OTR-308, Application for Specific Exemption from DC Sales and Use Tax
Form OTR-308 is the DC Office of Tax and Revenue application for a specific exemption from sales and use tax on electricity, gas, oil, solid fuel or steam used in manufacturing. Fill out the PDF online on FillingPDF and download it.
1 page - QHTC-CERT · DC-OTR · District of ColumbiaForm QHTC-CERT, Qualified High Technology Companies (QHTCs) – Washington, DC
QHTC-CERT is the DC Office of Tax and Revenue (OTR) annual self-certification for Qualified High Technology Companies. Fill out the form online on FillingPDF and download or print the completed PDF; the certification itself is submitted on MyTax.DC.gov.
8 pages - ROD 11 · DC-OTR · District of ColumbiaForm ROD 11, Reduced Recordation Tax Rate for First-Time Homebuyers – Washington, DC
Form ROD 11 is the DC Recorder of Deeds application for the reduced recordation tax rate for first-time District homebuyers. Fill out the PDF online on FillingPDF, then download or print it for submission with the deed.
7 pages - ROD 12 · DC-OTR · District of ColumbiaForm ROD 12, Notice of Condominium Lien for Assessments Due – Washington, DC
Form ROD 12, Notice of Condominium Lien for Assessments Due, is a form published by the District of Columbia Office of Tax and Revenue (OTR) to certify a condominium lien. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - ROD 13 · DC-OTR · District of ColumbiaForm ROD 13, Release of Condominium Lien for Assessments Due – Washington, DC
Form ROD 13, Release of Condominium Lien for Assessments Due, is a District of Columbia Recorder of Deeds form posted by the Office of Tax and Revenue. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - ROD 14.1 · DC-OTR · District of ColumbiaForm ROD 14.1, Notice of Intention to Foreclose a Residential Property – Washington, DC
ROD 14.1 is the DC Office of Tax and Revenue Recorder of Deeds form for the Notice of Intention to Foreclose a Residential Property under DC ST § 42-815. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - ROD 15 · DC-OTR · District of ColumbiaForm ROD 15, Notice of Cancellation of Foreclosure Sale of Real Property or Condominium Unit – Washington, DC
ROD 15 is the notice a holder of a note uses to cancel a foreclosure sale of real property or a condominium unit in the District of Columbia, issued under the Recorder of Deeds at the DC Office of Tax and Revenue. Fill it out online on FillingPDF and download or print the PDF.
1 page - ROD 18 · DC-OTR · District of ColumbiaForm ROD 18, Release of Mechanic's Lien – Washington, DC
ROD 18, Release of Mechanic's Lien, is the District of Columbia form a claimant uses to release a Notice of Mechanic's Lien recorded with the Recorder of Deeds. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - ROD 21 · DC-OTR · District of ColumbiaForm ROD 21, Security Affidavit — Class 1 – Washington, DC
Form ROD 21, Security Affidavit — Class 1, is a sworn owner statement from the DC Office of Tax and Revenue (OTR) Recorder of Deeds for real property with 5 or fewer units. Fill out the fillable PDF online on FillingPDF and download or print it.
1 page - ROD 28 · DC-OTR · District of ColumbiaForm ROD 28, Release Affidavit with Promissory Note – Washington, DC
ROD 28, Release Affidavit with Promissory Note, is a DC Office of Tax and Revenue (OTR) Recorder of Deeds form sworn before a notary. Fill out the PDF online on FillingPDF and download or print it.
1 page - ROD 33 · DC-OTR · District of ColumbiaForm ROD 33, Grandparent and Grandchild Affidavit – Washington, DC
ROD 33, the Grandparent and Grandchild Affidavit, is a notarized statement of family relationship from the DC Office of Tax and Revenue's Recorder of Deeds. Fill out the form online on FillingPDF and download or print the completed PDF.
1 page - ROD 37 · DC-OTR · District of ColumbiaForm ROD 37, Affidavit Of Transfer Pursuant To Entity Conversion – Washington, DC
ROD Form 37 is the DC Office of Tax and Revenue affidavit used to claim an exemption from DC transfer and recordation tax when a deed records a property transfer caused by an entity conversion. Fill out the PDF online and download it.
2 pages - ROD 38 · DC-OTR · District of ColumbiaForm ROD 38, Acknowledgement Letter of Exemption from Real Property Tax – Washington, DC
ROD 38 is the Acknowledgement Letter of Recordation Tax Exemption issued by the DC Office of Tax and Revenue, Recorder of Deeds. This page lets you fill out the form online on FillingPDF and download or print the completed PDF.
1 page - ROD 4 · DC-OTR · District of ColumbiaForm ROD 4, Documentation Required for Claiming Exemption from Recordation and/or Transfer Taxes – Washington, DC
ROD 4 is the DC Office of Tax and Revenue checklist of documents needed to claim exemption from recordation and/or transfer taxes when a deed is recorded. Fill it out online on FillingPDF and download or print the completed PDF.
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About the DC Office of Tax and Revenue (OTR)
The tax documents represented in this collection serve different filing contexts. Individual income tax materials include estimated-payment forms and credit schedules, while fiduciary documents include income tax returns, estimated payments, and extensions. Business forms cover estimated franchise tax, corporate credits, and combined reporting, with separate schedules for designated agents and apportionment calculations. Instruction booklets are also listed for some topics, so check whether you need a form, a schedule, or instructions for a particular filing.
A separate group concerns property and related records. Examples include a lower-income homeowner credit schedule, documents about recordation or transfer-tax exemptions, and forms for notices or releases of liens. The catalog also includes other focused items, such as an alternative-fuel vehicle residential credit form, a cigarette wholesaler’s quarterly sales report, and a request for a certified copy of a tax return.
These are published forms associated with OTR on this page, not a guarantee of every document the agency issues. Before using a form, consult the issuing agency’s current instructions to confirm the applicable version, deadlines, supporting documents, fees, and submission method for your situation.