Form 709 - United States Gift (And Generation-Skipping Transfer) Tax Return - 2017
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5709
United States Gift (and Generation-Skipping Transfer) Tax Return
OMB No. 1545-0020
Form
Go to for instructions and the latest information.
▶
2017
(For gifts made during calendar year 2017)
Department of the Treasury
See instructions.
Internal Revenue Service
▶
1 Donor’s first name and middle initial
2 Donor’s last name
3 Donor’s social security number
4 Address (number, street, and apartment number)
5 Legal residence (domicile)
6 City or town, state or province, country, and ZIP or foreign postal code
7 Citizenship (see instructions)
Yes
No
and enter date of death
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8
If the donor died during the year, check here
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9
If you extended the time to file this Form 709, check here
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10
Enter the total number of donees listed on Schedule A. Count each person only once
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11 a
Have you (the donor) previously filed a Form 709 (or 709-A) for any other year? If "No," skip line 11b
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b
Has your address changed since you last filed Form 709 (or 709-A)?
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Gifts by husband or wife to third parties. Do you consent to have the gifts (including generation-skipping transfers) made
by you and by your spouse to third parties during the calendar year considered as made one-half by each of you? (see
instructions.) (If the answer is “Yes,” the following information must be furnished and your spouse must sign the consent
shown below. If the answer is “No,” skip lines 13–18.)
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13
Name of consenting spouse
14 SSN
15
Were you married to one another during the entire calendar year? (see instructions)
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16
If 15 is “No,” check whether
married
divorced or
widowed/deceased, and give date (see instructions)
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17
Will a gift tax return for this year be filed by your spouse? (If “Yes,” mail both returns in the same envelope.) .
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18
Consent of Spouse. I consent to have the gifts (and generation-skipping transfers) made by me and by my spouse to third parties during the calendar year
considered as made one-half by each of us. We are both aware of the joint and several liability for tax created by the execution of this consent.
Consenting spouse’s signature
Date
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Have you applied a DSUE amount received from a predeceased spouse to a gift or gifts reported on this or a previous Form
19
709? If “Yes,” complete Schedule C .
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1
Enter the amount from Schedule A, Part 4, line 11 .
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2
Enter the amount from Schedule B, line 3
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2
3
Total taxable gifts. Add lines 1 and 2 .
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3
4
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Tax computed on amount on line 3 (see Table for Computing Gift Tax in instructions)
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5
Tax computed on amount on line 2 (see Table for Computing Gift Tax in instructions)
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Balance. Subtract line 5 from line 4
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6
Applicable credit amount. If donor has DSUE amount from predeceased spouse(s) or Restored
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Exclusion Amount, enter amount from Schedule C, line 5; otherwise, see instructions
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Enter the applicable credit against tax allowable for all prior periods (from Sch. B, line 1, col. C)
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Balance. Subtract line 8 from line 7. Do not enter less than zero .
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Enter 20% (.20) of the amount allowed as a specific exemption for gifts made after September 8,
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1976, and before January 1, 1977 (see instructions)
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10
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Balance. Subtract line 10 from line 9. Do not enter less than zero
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11
12
Applicable credit. Enter the smaller of line 6 or line 11 .
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Credit for foreign gift taxes (see instructions)
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14
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Total credits. Add lines 12 and 13 .
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15
Balance. Subtract line 14 from line 6. Do not enter less than zero
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15
16
Generation-skipping transfer taxes (from Schedule D, Part 3, col. H, Total) .
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Total tax. Add lines 15 and 16 .
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17
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Gift and generation-skipping transfer taxes prepaid with extension of time to file .
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If line 18 is less than line 17, enter balance due (see instructions)
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20
If line 18 is greater than line 17, enter amount to be refunded
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Under penalties of perjury, I declare that I have examined this return, including any accompanying schedules and statements, and to the best of my
knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than donor) is based on all information of which preparer has
any knowledge.
Sign
May the IRS discuss this return
Here
with the preparer shown below
(see instructions)?
Yes
No
Signature of donor
Date
Print/Type preparer’s name
Preparer’s signature
Date
PTIN
Paid
Check
if
self-employed
Preparer
Firm’s name
Firm’s EIN
Use Only
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Firm’s address
Phone no.
▶
709
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see the instructions for this form.
Form
(2017)
Cat. No. 16783M
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