Form 706-NA (2014) checklist for NRNC estates: identify U.S.-situs assets, apply deduction apportionment, and handle marital/QDOT rules.
FILLABLE FORMSForm 706-GS(D) (2021) checklist for skip person distributees: eligibility, inclusion ratio basics, filing steps, deadline, and records to keep.
FILLABLE FORMSForm 706-GS(D) (2020) checklist for taxable distributions: who files, when to file, required attachments, rate selection, and review steps.
FILLABLE FORMSUse this checklist to prepare Form 706-GS(D) (2019): Generation-Skipping Transfer Tax Return For Distributions accurately and on time.
FILLABLE FORMSForm 706-GS(D) (2018), Generation-Skipping Transfer Tax Return For Distributions checklist: who files, steps, inclusion ratio, and signing.
FILLABLE FORMSForm 706-GS(D) (2017), Generation-Skipping Transfer Tax Return For Distributions: who files, what counts, key steps, and filing basics.
FILLABLE FORMSForm 706-GS(D) (2016): Generation-Skipping Transfer Tax Return For Distributions filing checklist for skip person distributees, steps, and mailing info.
FILLABLE FORMSForm 706-GS(D) (2015): Generation-Skipping Transfer Tax Return For Distributions—who files, what to compute, and how to file correctly.
FILLABLE FORMSForm 706-GS(D) (2014): Generation-Skipping Transfer Tax Return For Distributions guidance for taxable distributions, rates, signers, and filing.
FILLABLE FORMSStep-by-step checklist for filing Form 706-GS(D) in 2012, covering taxable trust distributions, inclusion ratios, GST tax calculations, and filing rules update.
FILLABLE FORMSUse this Form 709 (2014) checklist to report gifts correctly, apply exclusions, handle gift splitting, and address GST on Schedule D.
FILLABLE FORMSUse this Form 709 (2013) checklist to report gifts, handle gift-splitting consent, and complete Schedule A, B, C, and D accurately.
FILLABLE FORMSForm 709 (2012) checklist covering who must file, gift splitting, Schedule A basics, GST schedules, deadlines, and extensions for accuracy.
FILLABLE FORMSUse this Form 709 (2011) checklist to confirm filing triggers, report gifts on Schedule A, and handle GST direct skips with Schedule C.
FILLABLE FORMSUse this corrected Form 709 (2010) checklist to confirm filing triggers, report gifts and trusts, handle GST items, and avoid common errors.
FILLABLE FORMS





