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U.S. GIFT (AND GENERATIONSKIPPING TRANSFER) TAX RETURN CHECKLIST 2013 FORM 709 (For Gifts Made During Calendar Year 2013) Clientele: Client Number: Prepared by: Date: Reviewed by: Date: DONE 100)

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How to fill out us gift tax return

How to fill out US gift tax return:

01

Determine if you are the donor or the recipient of the gift. The donor is the person who is giving the gift, while the recipient is the person who is receiving it.

02

Gather all necessary information and documentation. This includes the value of the gift, any applicable exemptions or deductions, and any supporting documents such as appraisals or gift agreements.

03

Complete Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return. This form is used to report gifts that exceed the annual gift tax exclusion amount, which is $15,000 per donor per recipient in 2021.

04

Provide detailed information about the gift, including the date it was made, the fair market value of the gift, and any deductions or exclusions that may apply. Be sure to accurately report any taxable gifts.

05

Calculate the total amount of taxable gifts and determine if any gift tax is due. Gift tax rates for 2021 range from 18% to 40%, depending on the value of the gifts and any applicable deductions or exclusions.

06

Include any additional required schedules or forms, such as Schedule A for gifts split with a spouse or Schedule B for reporting certain gifts from foreign individuals or entities.

07

Sign and date the completed Form 709 and mail it to the appropriate address provided in the instructions. Alternatively, you may file the form electronically using the IRS e-file system.

Who needs US gift tax return:

01

Individuals who have made gifts exceeding the annual gift tax exclusion amount of $15,000 per donor per recipient in 2021 are required to file a US gift tax return.

02

Married couples who split gifts and elect to use each other's annual exclusions for a gift may also need to file a gift tax return.

03

Nonresident aliens who make gifts of US situs property, such as real estate or tangible personal property located in the US, may also be required to file a gift tax return.

It is important to consult with a tax professional or refer to the IRS guidelines to ensure compliance with all requirements and to accurately complete the US gift tax return.

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What is us gift tax return?

The US gift tax return is a form (Form 709) filed with the IRS to report gifts made during the tax year.

Who is required to file us gift tax return?

Any individual who makes gifts exceeding the annual gift tax exclusion amount is required to file a US gift tax return.

How to fill out us gift tax return?

To fill out a US gift tax return, you will need to provide information about the gifts you made during the tax year, including details about the recipients.

What is the purpose of us gift tax return?

The purpose of the US gift tax return is to report gifts made and determine if any gift tax is owed.

What information must be reported on us gift tax return?

The US gift tax return requires information about the gifts made, including the value of the gifts and the recipients.

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