Form 709 - United States Gift (And Generation-Skipping Transfer) Tax Return - 2017 Page 2
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52
Form 709 (2017)
Page
SCHEDULE A
Computation of Taxable Gifts (Including transfers in trust) (see instructions)
A
Does the value of any item listed on Schedule A reflect any valuation discount? If “Yes,” attach explanation
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Yes
No
Check here if you elect under section 529(c)(2)(B) to treat any transfers made this year to a qualified tuition program as made ratably over a
B
◀
5-year period beginning this year. See instructions. Attach explanation.
Part 1—Gifts Subject Only to Gift Tax. Gifts less political organization, medical, and educational exclusions. (see instructions)
B
G
H
• Donee’s name and address
A
C
D
E
F
For split
Net transfer
• Relationship to donor (if any)
Donor’s adjusted
Date
Value at
gifts, enter
Item
(subtract
• Description of gift
number
basis of gift
of gift
date of gift
col. G from
1
/
of
2
• If the gift was of securities, give CUSIP no.
column F
col. F)
• If closely held entity, give EIN
Gifts made by spouse —complete only if you are splitting gifts with your spouse and he/she also made gifts.
Total of Part 1. Add amounts from Part 1, column H .
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Part 2—Direct Skips. Gifts that are direct skips and are subject to both gift tax and generation-skipping transfer tax. You must list the gifts in
chronological order.
B
G
H
• Donee’s name and address
A
C
D
E
F
For split
Net transfer
• Relationship to donor (if any)
Item
Donor’s adjusted
Date
Value at
gifts, enter
(subtract
2632(b)
• Description of gift
number
election
basis of gift
of gift
date of gift
1
col. G from
/
of
2
• If the gift was of securities, give CUSIP no.
out
col. F)
column F
• If closely held entity, give EIN
Gifts made by spouse —complete only if you are splitting gifts with your spouse and he/she also made gifts.
Total of Part 2. Add amounts from Part 2, column H .
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Part 3—Indirect Skips. Gifts to trusts that are currently subject to gift tax and may later be subject to generation-skipping transfer tax. You
must list these gifts in chronological order.
B
G
H
• Donee’s name and address
For split
A
C
D
E
F
Net transfer
• Relationship to donor (if any)
Item
2632(c)
Donor’s adjusted
Date
Value at
gifts, enter
(subtract
• Description of gift
number
election
basis of gift
of gift
date of gift
1
/
of
col. G from
2
• If the gift was of securities, give CUSIP no.
col. F)
column F
• If closely held entity, give EIN
Gifts made by spouse —complete only if you are splitting gifts with your spouse and he/she also made gifts.
Total of Part 3. Add amounts from Part 3, column H .
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709
(If more space is needed, attach additional statements.)
Form
(2017)
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