(Rev. October 2008)
Department of the Treasury Internal Revenue Service
Generation-Skipping Transfer Tax Return For Distributions
For calendar year
OMB No. 1545-1144
Attach a copy of all Forms 706-GS( D-1) to this return.
1b Social security number of individual distributee (see instructions) 1c Employer identification number of trust distributee (see instructions)
Name of skip person distributee
Name and title of person filing return (if different from 1a, see instructions)
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)
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))
a Trust EIN (from Form 706-GS(D-1), line 2a)
Total transfers (add amounts in column c)
4 5 6 7 8 9 10
4 5 6 7
Adjusted allowable expenses (see instructions) Taxable amount (subtract line 4 from line 3) Maximum federal estate tax rate (see instructions) Generation-skipping transfer tax (multiply line 5 by line 6) Payment, if any, made with Form 7004 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
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.
Signature of taxpayer or person filing on behalf of taxpayer Date Date Check if self-employed EIN Phone no. Cat. No. 10327Q Form ( ) (Rev. 10-2008) Preparer's SSN or PTIN
Paid Preparer's Use Only
Preparer's signature Firm's name (or yours if self-employed), address, and ZIP code
For Privacy Act and Paperwork Reduction Act Notice, see page 3 of separate instructions.