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Andrew Schwartz CPA
Jul 3, 2012 - 5:25PM
Re: Mortgage paid off by a family member

Thanks Neil.

More information about filing a Gift Tax Return, Form 709, is available at:

www.irs.gov/pub/irs-pdf/f709.pdf for the form
or www.irs.gov/pub/irs-pdf/i709.pdf for the instructions.

Foreign gifts and inheritances need to be reported to the IRS on a Form 3520 - www.irs.gov/pub/irs-pdf/f3520.pdf for the form
or www.irs.gov/pub/irs-pdf/i3520.pdf for the instructions.

Neil has helped my firm's clients with both of these forms.

Zip Code: 01801

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