Form 709 - Gift Tax Return Questionnaire Page 2
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CPA
YES
NO
ments
Initial
Has the donor’s spouse made gifts? If yes, complete a separate Form 709
5.
organizer.*
6.
Were any of the above gifts made to or for the benefit of a trust? If yes, provide a
copy of the trust instrument and the trust’s identification number if one has been
obtained.*
Does the value of any of the above gifts reflect a valuation discount? If yes, provide
7.
a copy of the valuation report or the analysis upon which the discount is based.
8.
Were any of the above gifts based upon an appraisal? If yes, provide a copy of the
appraisal.*
9.
Were any gifts made to a Section 529 Plan?
9a.
Did the donor make gifts to a Section 529 Plan in prior years?
9b.
Are this year’s gifts to a new Section 529 Plan?
9c.
Are this year’s to a Section 529 Plan for a different beneficiary?
10.
Did spouse die after December 11, 2011? If yes, please provide a copy of the
spouse’s Estate Tax Return, if filed.*
11.
Does donor have an Unused Exclusion (DSUE) from a deceased spouse? If yes,
provide deceased spouse’s name, date of death, and amount of unused exclusion.*
12.
Did donor make gifts to the child of a deceased child? The donee may move up a
generation for gift tax purposes.
13.
Does donor’s attorney need to review items before filing? If yes, this will affect
whether an extension is needed.*
14.
Provide the following information for current year gift: (If additional donee’s please let us know.)
14a.
Donee’s Name:_______________________________________________________________________________
14b.
Donee’s Address:
_______________________________________________________State:________________Zip Code:_________
14b.
Relationship to Donor:_________________________________________________________________________
14c.
Description of Gift:____________________________________________________________________________
14e.
Donee’s SSN: _________-_________-______________
14d.
Donee’s Date of Birth:
Month:____________________Day:_____________Year:__________
14e
Donor’s adjusted basis in the gift:________________________________________________________________
14f.
Date of Gift:_________________________________________________________________________________
14g.
Value at date of gift:___________________________________________________________________________
14h.
CUSIP No. (if securities):________________________________________________________________________
15.
Are there any prior unreported gifts? List these gifts on page 3 supplying the information as requested as above.
Authorized Signature:
Date:
Print Name: __________________________________________________
Please remember if you answered yes to any of the questions above that all documentation or details (in the order
they are listed on this questionnaire) must be provided to us before the preparation of your return will begin.
2015 Gift Questionnaire
2
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