Form 709 - Gift Tax Return Questionnaire Page 3

Download a blank fillable Form 709 - Gift Tax Return Questionnaire in PDF format just by clicking the "DOWNLOAD PDF" button.

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Complete Form 709 - Gift Tax Return Questionnaire with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

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Question #
Details or Addl Documentation Sent
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Notes:
Thank you for completing this questionnaire completely and accurately.
TO UPLOAD YOUR FILE TO YOUR SECURE PORTAL
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Go to our website
·
Go to the Client Center:
 Enter your login and password, and click Login.
 Click the File Exchange link, click on Document Exchange, and click Upload.
 Click Select Files, and browse to the QuickBooks backup file you created, select open, and click Upload.
For additional help you may click on “Using File Exchange” in the Client Center for a step by step how to video.
2015 Gift Questionnaire
3

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