Agena SoftwareFORM 708 WORKSPACE
Firm
Tax return preparation software only. We do not provide tax, accounting, or legal advice or guidance. You determine tax treatment and filing obligations and review all output. Service terms and limitations.
YOUR PRACTICE

Form 708 returns

Report covered gifts and covered bequests from covered expatriates, and figure the section 2801 tax.

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Draft Form 708

Start Form 708 from Form 3520

Choose a Form 3520 that reports foreign gifts (Part IV) or foreign trust distributions (Part III). The recipient and preparer are copied, with the donors who are individuals or estates and their gifts, and/or the trust and its distributions. If the Form 3520 reports both, choose only what came from, or was funded by, a covered expatriate. Form 3520 lists every foreign gift: remove anything not from a covered expatriate, and enter each expatriation date.