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Retirement tax questions
Thanks for your reply. Yes, form 709. I have filed previous 709's but have never had a skip - I've had taxable gifts that appear on Lines 1,2 and 3 of Part II of Page 1. And I have amounts from Shed B Column C and E that appear on Page 1. Still not sure if I what goes in Sched D Part 2 Line 2 - IRS instructions are not helping me.
March 13, 2025
9:03 AM