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Level 1

Question

Form 709 Paid Preparer Boxes Required?

2 replies
34 views

Hello,

I filled out form 709 myself. Do I simply enter my personal information into the "print/type preparer's name", "preparer's signature", "date", and "phone number" boxes?

Also, do I leave the PTIN, Firm's Name, Firm's EIN, and Firm's address boxes blank?

Alumni - Champ

If you pay another person, firm, or corporation to prepare your return, that person must also sign the return as
preparer, unless he or she is your regular full-time employee.

2021 Instructions for Form 709 (irs.gov) at p.19.

Level 15

Simply sign and date as "Donor". Do not enter anything in the "Paid Preparer" section.