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Level 1
May 10, 2022
Question

Form 709 Paid Preparer Boxes Required?

  • May 10, 2022
  • 2 replies
  • 27 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?

2 replies

Alumni - Champ
May 10, 2022

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
May 10, 2022

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