helenyin
Level 5
05-25-2022
09:36 PM
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Do we need to include a copy of the trust document when mailing in Form 709?
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Level 15
05-26-2022
09:02 AM
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No.
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sjrcpa
Level 15
05-26-2022
10:36 AM
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I think you do if it wasn't submitted with a prior 709. What do the instructions say?
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helenyin
Level 5
06-02-2022
09:26 AM
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Finally, I found this from the instruction:
In general, a gift will be considered adequately disclosed if the return or statement includes the following:
If the property is transferred in trust, the trust's employer identification number (EIN) and a brief description of the terms of the trust (or a copy of the trust instrument in lieu of the description).