Forms

Question 1

Form 709

Answer 1

Gift tax reporting - to any individual outside a spouse, in excess of $18,000 (current annual exclusion)
Due with income tax return - April 15.
This amount is applied against the lifetime exclusion

Question 2

Form 706

Answer 2

Estate tax computation form

Question 3

Form 1041

Answer 3

Estate INCOME Tax Computation

Question 4

1120-S

Answer 4

S Corp income tax filing

Question 5

1120

Answer 5

C Corp income tax filing

Question 6

1065

Answer 6

Partnership income tax filing

Question 7

Schedule K

Answer 7

Used to indicate amount of pass through income or loss within
- Partnership
- LLC
- S Corp