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Includes an engagement letter to be signed and returned, filing deadline guidance, and notes on the 2018 annual gift tax exclusion. Provides donor/spouse identification and a structured checklist of questions covering prior filings, permissions, elections, examinations, spouse-related gift allocation, trusts, valuation/appraisal support, 529 plans, DSUE details, and present-interest determinations.",{"@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/gift-tax-return-organizer-form-709/301694/",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/gift-tax-return-organizer-form-709/301694.png","ImageObject",442,249,{"name":88,"@type":89},"วิน","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of the Gift Tax Return Organizer (Form 709)?","Question",{"text":108,"@type":109},"It assists the donor in gathering information and documentation required to prepare the gift tax return, and it includes requested details to support accuracy and completeness.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should be done regarding the engagement letter and the deadline?",{"text":113,"@type":109},"Sign and return a copy of the engagement letter, keep the other copy, and submit the completed organizer by the stated deadline. Late information may require an extension.",{"name":115,"@type":106,"acceptedAnswer":116},"What key items are checked in the organizer’s questionnaire?",{"text":117,"@type":109},"The questionnaire covers prior-year filings, permissions for predecessor preparers, elections and examinations, how gifts are treated between spouses, trusts, valuation discounts and appraisals, Sec. 529 gifts, DSUE amounts, grandchild-related transfers, and whether current gifts convey a present interest.","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},301694,1790173027,{"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":76,"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},2336475104736,"https://ap-avatar.wpscdn.com/avatar/22000c4c5e0e5b17e70?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786591360781797222","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.  \nAlso, enclosed is an engagement letter which explains the services that will be provided to you. Please sign a copy of the engagement letter and return it in the enclosed envelope. Keep the other copy for your records.  \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.  \nNOTE: The annual gift tax exclusion for 2018 is $15,000 per donee.  \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 late-payment 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    \nIn particular, if you are uncertain of the appropriate response for any of the requested items, please consult the contact above.  \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, 2018 Gift tax return organizer (Form 709) | 1  \n\n| Donor’s full name Spouse’s name\u003Cbr>Address\u003Cbr>City, town or post office   | SSN  \u003Cbr>SSN   |\n| --- | --- |\n|  | County   |\n| State   | ZIP code   |\n| Home/mobile telephone no.   | Donor’s citizenship   |\n| Office telephone no.   Email address | Spouse’s citizenship   |\n|  |  |\n|  | Yes/\u003Cbr>Done No |\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? 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>a. Were the gifts made from community property of the spouse?\u003Cbr>b. Were taxpayer/donors married during the entire year?\u003Cbr>c. Did taxpayers/donors get married during the year? If yes, when?  \u003Cbr>d. Did taxpayers/donors get divorced during the year? If yes, when?  \u003Cbr>e. Will each spouse file a gift tax return?\u003Cbr>f. Did the donor’s spouse die during the year? If yes, when?   |  |\n\nGift tax return organizer (Form 709) | 2  \nYes/  \nDone No  \n\n|  7) Has the donor’s spouse made gifts? If so, complete a separate 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>a. Did the donor make gifts to a Sec. 529 plan in prior years?\u003Cbr>b. Are this year’s gifts to a new Sec. 529 plan or to one for a different beneficiary?\u003Cbr>c. Form 709 is not required if the only item reported is a prior year’s gift to the Sec. 529 plan, but it is recommended. Would you like to file to report the gift that originated in a prior year? |\n|  1","cbCaih2Dhd3oyPcg","https://ap.wps.com/l/cbCaih2Dhd3oyPcg","pdf",190330,"English","# Organizer overview\n## Engagement letter and filing timeline\n## Key 2018 exclusion and payment guidance\n# Donor and spouse information\n## Identification and citizenship\n# Gift tax questionnaire checklist\n## Prior filings, permissions, elections, examinations\n## Spouse allocation, trusts, valuation discounts, appraisals\n## Sec. 529 plan, DSUE, grandchild transfers\n## Attorney review and release permission\n# Current-year gifts details\n## Donee information and gift attributes\n## Present-interest confirmation and notes","[{\"question\":\"What is the purpose of the Gift Tax Return Organizer (Form 709)?\",\"answer\":\"It assists the donor in gathering information and documentation required to prepare the gift tax return, and it includes requested details to support accuracy and completeness.\"},{\"question\":\"What should be done regarding the engagement letter and the deadline?\",\"answer\":\"Sign and return a copy of the engagement letter, keep the other copy, and submit the completed organizer by the stated deadline. Late information may require an extension.\"},{\"question\":\"What key items are checked in the organizer’s questionnaire?\",\"answer\":\"The questionnaire covers prior-year filings, permissions for predecessor preparers, elections and examinations, how gifts are treated between spouses, trusts, valuation discounts and appraisals, Sec. 529 gifts, DSUE amounts, grandchild-related transfers, and whether current gifts convey a present interest.\"}]","Gift Tax Return Organizer - Form 709 | PDF",1789784720]