sjrcpa
Level 15
02-02-2024
03:55 PM
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I will admit I've never requested.
Most of my clients who file gift tax reyurns do so on a regukar, if not annual basis.
Last time I needed some - for a 95 year old woman's taxable estate, I had the last 10 years or so only. I definitely had the last one filed which gave me what I needed. I attached the ones I had to the 706. No questions asked. I got a closing letter.
The more I know the more I don’t know.