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It is easy to transfer a Gift of Securities! IN THREE STEPS YOU CAN TRANSFER A GIFT OF SECURITIES* RBI makes it easy by offering a streamlined electronic transfer process: 1. Contact Derek Behold: 403.242.7116

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How to fill out estate and gift tax

01

Step 1: Gather all necessary documentation, such as bank statements, property titles, and financial records.

02

Step 2: Determine the total value of the estate or gifts being taxed.

03

Step 3: Familiarize yourself with the current estate and gift tax laws and regulations.

04

Step 4: Calculate the taxable amount by subtracting applicable exemptions and deductions.

05

Step 5: Complete the appropriate tax forms, such as Form 706 for estate tax or Form 709 for gift tax.

06

Step 6: Provide accurate information about the estate or gifts, including values, beneficiaries, and any relevant transfers.

07

Step 7: File the completed tax forms with the IRS and pay any required taxes or make necessary arrangements for payment.

08

Step 8: Retain copies of all documents and records related to the estate and gift tax filings for future reference or potential audits.

Who needs estate and gift tax?

01

Anyone possessing an estate with a total value exceeding the exclusion limit set by the IRS may need to file for estate tax.

02

Individuals who have made large gifts to others that exceed the annual gift tax exclusion may need to file for gift tax.

03

Families or individuals with significant assets that they plan to pass on to heirs or beneficiaries may need to consider estate and gift tax planning.

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What is estate and gift tax?

Estate and gift tax is a tax on the transfer of property upon a person's death (estate tax) or while the person is alive (gift tax).

Who is required to file estate and gift tax?

Individuals with estates or gifts that exceed certain thresholds set by the IRS are required to file estate and gift tax.

How to fill out estate and gift tax?

To fill out estate and gift tax, individuals must use Form 706 for estate tax and Form 709 for gift tax and submit it to the IRS.

What is the purpose of estate and gift tax?

The purpose of estate and gift tax is to tax the transfer of wealth and prevent the accumulation of large amounts of wealth within families.

What information must be reported on estate and gift tax?

Information such as the value of the gifts or estate, details of the beneficiaries, and any deductions or exclusions must be reported on estate and gift tax forms.

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