Gift Tax Return Questionnaire

Please fill out the form below. If you would prefer to submit a paper copy you may print a pdf version of this form instead. Gift Tax Return Questionnaire

Name of Donor*
First Last
Social Security Number of Donor
Year
Address of Donor*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Description of Gift*

Examples:
a) House located at 250 Nassau Blvd.
b) 4735.25 shares Janus Mercury Fund
c) 100 shares IBM stock d) $4,000 Cash
Date of Gift*
Month
Day
Year
Cost Basis of Gift*

Cost of house plus improvements.
Cost of stock plus reinvested dividends.
N/A if gift was cash.
Fair Market Value of Gift*

Cash Value
Examples:
Appraised Value of home on 1/3/14
Value of IBM stock on 11/2/2014
Name and Address of Donee (recipient of gift)*
Example:
my son, Arthur Fonzarelli
123 Main Street, Garden City, NY 11530
Cunningham Family Trust Dated 10/1/2012
Did you transfer real property this year?*
- Yes
- No
If yes, did you purchase the property prior to 1977?*
- Yes
- No
Please attach a copy of your appraisal or real estate broker valuation letter.
Max. file size: 50 MB.
Have you previously filed Gift Tax returns?*
- Yes
- No
If YES, attach copies of the prior returns (Federal & NYS) if we were not the preparers.
Max. file size: 50 MB.
IRS Circular 230 Disclosure: In order to ensure compliance with IRS Circular 230, we must inform you that any U.S. tax advice contained in this transmission and any attachments hereto is not intended or written to be used and may not be used by any person for the purpose of (i) avoiding any penalty that may be imposed by the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.

Gift Tax Return Questionnaire

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