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helenyin
Level 5
May 26, 2022
Solved

Gift tax return Form 709

  • May 26, 2022
  • 3 replies
  • 25 views

Do we need to include a copy of the trust document when mailing in Form 709?

This topic has been closed for replies.
Best answer by sjrcpa

I think you do if it wasn't submitted with a prior 709. What do the instructions say?

3 replies

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sjrcpa
sjrcpaAnswer
Level 15
May 26, 2022

I think you do if it wasn't submitted with a prior 709. What do the instructions say?

The more I know the more I don’t know.
    helenyinAuthor
    Level 5
    June 2, 2022

    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).

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