Level 15

Your question was not out of place and you were just trying to confirm what your research had led you to believe.  The 709 is an incredibly easy form in situations like yours and you shouldn't fear it -- or let that fear be the cause of your suggesting to clients that they not put you in the position of having to fill one out.  

I looked for examples of filled-out Forms 709 and there aren't many good ones.  Try the Internal Revenue Manual and scroll down to the part about them that appears after the Form 706 information.


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