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BlueBull222
Returning Member

Form 709 Paid Preparer Boxes Required?

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?

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2 Replies

Form 709 Paid Preparer Boxes Required?

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.

Form 709 Paid Preparer Boxes Required?

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

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