Form 709 - Gift Tax Return Organizer
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1
2GIFT TAX RETURN ORGANIZER
2010 - FORM 709
Donor’s Full Name
SS#
Spouse’s Name
SS#
Address ___________________________________________________________________________________________
City, Town, or Post Office
County
State
Zip Code
Donor’s Citizenship
Telephone Number
Telephone Number
Spouse’s Citizenship
Home (
)
Office (
)
YES
NO
1.
Did donor die during the year? If yes, provide a copy of the death certificate.
________
________
2.
Have gift tax returns been filed in prior years? If yes, provide copies, unless
they were prepared by this firm.
________
________
3.
Have previously filed gift tax returns been examined? If so, provide copies of
examination reports.
________
________
4.
Have the gifts (including generation-skipping transfers) to third parties during
the calendar year been considered as made one-half by each spouse? If yes,:
________
________
Were the gifts made from community property of the spouses?
________
________
Were taxpayers married during entire year?
________
________
Did taxpayers get married during the year? If yes, when? ________
________
________
Did taxpayers get divorced during the year? If yes, when? ________
________
________
Will each spouse file a gift tax return?
________
________
Did the taxpayer’s spouse die during the year? If yes, when? ______
________
________
Has the donor’s spouse made gifts? If so, 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.
________
________
7.
Does the value of any of the above gifts reflect a valuation discount? If so,
provide 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 appraisal.
________
________
9.
Were gifts made to a Section 529 Plan?
________
________
Did the taxpayer make gifts to a Section 529 Plan in prior years?
________
________
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