Form 706-GS(D) Generation-Skipping Transfer Tax Return for Distribution

Form

706-GS(D)

(Rev. October 2008)

Generation-Skipping Transfer Tax Return
For Distributions

Department of the Treasury
Internal Revenue Service

OMB No. 1545-1144

For calendar year

Attach a copy of all Forms 706-GS( D-1) to this return.

Part I

General Information

1a

Name of skip person distributee

1b Social security number of individual distributee (see instructions)

2a

Name and title of person filing return (if different from 1a, see instructions)

1c Employer identification number of trust distributee (see instructions)

2b

Address of distributee or person filing return (see instructions) (number and street or P.O. box; city, town, or post office; state; and ZIP code)

Part II

Distributions

a
Trust EIN (from Form 706-GS(D-1),
line 2a)

3

b
Item no. (from Form 706-GS(D-1),
line 3, column a)

c
Amount of transfer (from Form 706-GS(D-1),
line 3, column f, (Tentative transfer))

Total transfers (add amounts in column c)

Part III

3

Tax Computation

4

Adjusted allowable expenses (see instructions)

4

5

Taxable amount (subtract line 4 from line 3)

5

6

Maximum federal estate tax rate (see instructions)

6

7

Generation-skipping transfer tax (multiply line 5 by line 6)

7

8

Payment, if any, made with Form 7004

8

9

Tax due. If line 7 is larger than line 8, enter the amount owed
(Make the check payable to the “United States Treasury.”)
Overpayment. If line 8 is larger than line 7, enter amount to be refunded

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Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct, and complete. Declaration of preparer other than taxpayer is based on all information of which preparer has any knowledge.

Sign
Here
Paid
Preparer’s
Use Only

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Signature of taxpayer or person filing on behalf of taxpayer

Preparer’s
signature

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Firm’s name (or
yours if self-employed),
address, and ZIP code

Date
Date

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For Privacy Act and Paperwork Reduction Act Notice, see page 3 of separate instructions.

Check if
self-employed
EIN

Preparer’s SSN or PTIN
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Phone no.
Cat. No. 10327Q

Form

(

)

706-GS(D)

(Rev. 10-2008)