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It specifies key administrative steps, including signing and returning an engagement letter, meeting filing deadlines, and handling extension-related payment obligations. It also provides a certification section and donor/spouse identity fields, followed by targeted questions about prior filings, permissions, elections, examinations, spouse treatment of gifts, trusts, valuation/appraisal support, 529 plan gifts, DSUE, and details for current-year gifts and present interest.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/2021-gift-tax-return-organizer-form-709/301991/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/2021-gift-tax-return-organizer-form-709/301991.png","ImageObject",442,249,{"name":88,"@type":89},"Fez","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the 2021 Gift Tax Return Organizer - Form 709?","Question",{"text":108,"@type":109},"It helps the donor gather the information and documentation needed to prepare a 2021 gift tax return on Form 709.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What must be done with the engagement letter?",{"text":113,"@type":109},"If sending a hard copy, sign and return the enclosed engagement letter in the provided envelope; if electronic, sign through the received link as soon as possible.",{"name":115,"@type":106,"acceptedAnswer":116},"What happens if the organizer is received after the deadline?",{"text":117,"@type":109},"Information received after the stated deadline may require an extension to be filed for the return.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},301991,1790222866,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},2336478940794,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Organizer  \nGift  \nThis organizer is designed to assist you, the donor, in gathering the information required for preparation of your gift tax returns. Please complete it in full and provide details and documentation as requested.  \nNote: The annual gift tax exclusion for 2021 is $15,000 per donee.  \nAn engagement letter explains the services that will be provided to you. (If sending a hard copy) Please sign a copy of the enclosed engagement letter and return it in the enclosed envelope and maintain the other copy for your records. (If sending an electronic copy) You should have received a link to electronically sign and submit the engagement letter. Please electronically sign the agreement as soon as possible.  \nThe filing deadline for the gift tax return is   . Your completed tax organizer needs to be received no later than   . Any information received after that date may require an extension to be filed for this return.  \nIf an extension of time to file is required, any tax that may be due with this return must be paid with that extension. Any taxes not paid by the filing deadline may be subject to penalties and interest.  \nWe look forward to providing services to you. Should you have any questions regarding any items, please do not hesitate to contact   .  \nEmail   Phone    \nCertification:  \nThe undersigned certifies, to the best of his or her knowledge, that the information documented in and provided with this organizer is complete and accurate.  \nCertified by (taxpayer):    \nCertified by (spouse):   (if applicable)  \nReviewed Oct. 1, 2021 2021 Gift Tax Return Organizer – Form 709 | 1  \n\n| Donor’s full name   Spouse’s name   Address\u003Cbr>City, town or post office   | Social Security number\u003Cbr>Social Security number |  |\n| --- | --- | --- |\n|  |  |  |\n|  |  |  |\n|  | County   |  |\n| State | ZIP code |  |\n|  |  |  |\n| Home/mobile telephone no.   | Donor’s citizenship   |  |\n| Office telephone no.   | Spouse’s citizenship   |  |\n| Email address |  |  |\n|  |  |  |\n|  | Yes/\u003Cbr>Done | No/\u003Cbr>N/A |\n|  1) Did the donor die during the year? If yes, provide a copy of the death certificate. |  |  |\n|  2) Have gift tax returns been filed in prior years? If yes, provide copies unless they were prepared by our firm. |  |  |\n|  3) Do you give us permission to contact the predecessor preparer for this tax return (if applicable)? If yes, please provide the predecessor’s contact information. |  |  |\n|  4) Provide copies of any tax elections or revocations in effect. |  |  |\n|  5) Have previously filed gift tax returns been examined by the IRS or a state agency? If so, provide copies of examination reports. |  |  |\n|  6) Have the gifts (including generation-skipping transfers) to third parties during the calendar year been considered as made one-half by each spouse? If yes:\u003Cbr>1. Were the gifts made from community property of the spouse?\u003Cbr>2. Were taxpayers/donors married during the entire year?\u003Cbr>3. Did taxpayers/donors get married during the year? If yes, when?  \u003Cbr>4. Did taxpayers/donors get divorced during the year? If yes, when?  \u003Cbr>5. Will each spouse file a gift tax return?\u003Cbr>6. Did the donor’s spouse die during the year? If yes, when?   |  |  |\n\n2021 Gift Tax Return Organizer – Form 709 | 2  \nYes/  \nDone  \nNo/  \nN/A  \n\n|  7) Has the donor’s spouse made separate gifts? If so, complete a separate gift tax return (Form 709) organizer. |\n| --- |\n|  8) Were any of the gifts made to, or for the benefit of, a trust? If yes, provide a copy of the trust’s instrument and the trust’s identification number if one has been obtained. |\n|  9) Does the value of any of the gifts reflect a valuation discount? If so, provide a copy of the valuation report or the analysis upon which the discount is based. |\n|  10) Were any of the gifts based upon an appraisal? If yes, provide a copy of the appraisal. |\n|  11) Were gifts made to a Sec. 529 plan?\u003Cbr>1. Did the donor make gifts to a Sec. 529 plan in prior years?\u003Cbr>2. Are this year’s gifts to a new Se","cbCaiePQNHPBjZ8e","https://ap.wps.com/l/cbCaiePQNHPBjZ8e","pdf",212382,"English","# Organizer Information\n## Engagement Letter and Deadlines\n## Certification\n## Donor and Spouse Details\n## Prior-Year and Eligibility Questions\n## Current-Year Gift Information","[{\"question\":\"What is the purpose of the 2021 Gift Tax Return Organizer - Form 709?\",\"answer\":\"It helps the donor gather the information and documentation needed to prepare a 2021 gift tax return on Form 709.\"},{\"question\":\"What must be done with the engagement letter?\",\"answer\":\"If sending a hard copy, sign and return the enclosed engagement letter in the provided envelope; if electronic, sign through the received link as soon as possible.\"},{\"question\":\"What happens if the organizer is received after the deadline?\",\"answer\":\"Information received after the stated deadline may require an extension to be filed for the return.\"}]","2021 Gift Tax Return Organizer – Form 709 | PDF",1789787749]