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Get Aicpa Gift Tax Return Checklist Form 709 2019-2024

Ment letter. 102) W as there a change in marital status during the year? 103) C onsider asking the taxpayer (donor) to sign a Form 2848, Power of Attorney and Declaration of Representative, and/or Form 8821, Tax Information Authorization. 104) R equest that the taxpayer (donor) provide any correspondence, to or from the IRS or state tax authority, including any adjustments that have been made to prior gift tax returns. 105) C onsider if there are any conflicts of interest between the don.

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