Header
The calendar year, the taxpayer's name and the taxpayer's U.S. TIN (if any).
8453-EG
E-file Declaration for Forms 709, 709-NA, 706, 706-A, 706-GS(D), 706-GS(T), 706-NA, and 706-QDT
Form 8453-EG, E-file Declaration for Forms 709, 709-NA, 706, 706-A, 706-GS(D), 706-GS(T), 706-NA, and 706-QDT, is used to authenticate an electronic gift or estate tax return, authorize the electronic return originator (ERO), if any, to transmit via a third-party transmitter, authorize the intermediate service provider (ISP) to transmit via a third-party transmitter when filing online without an ERO, and give the taxpayer's consent to an electronic funds withdrawal for federal taxes owed.
The instructions say Form 8453-EG should not be completed in combination with Forms 706, 706-A, 706-GS(D), 706-GS(T), 706-NA and 706-QDT until such time as those forms can be electronically filed. The IRS About page describes it for an electronic Form 709 and Form 709-NA.
The signed form is scanned into a PDF file and transmitted with the return. The instructions say a taxpayer filing through an ERO can instead sign with a PIN using Form 8879-EG. You can fill it out free in your browser on this page and download the result without an account.
The calendar year, the taxpayer's name and the taxpayer's U.S. TIN (if any).
In whole dollars, lines 1 through 8 carry the total tax from Form 709, 709-NA, 706, 706-A, 706-GS(D), 706-GS(T), 706-NA or 706-QDT. Line 9 is reserved for future use.
A box authorizing the U.S. Treasury and its designated Financial Agent to debit the account entered in the tax preparation software for federal taxes owed.
A declaration under penalties of perjury, consent to send the return to the IRS, and the taxpayer's signature, date and title.
The ERO's signature, date, SSN or PTIN and firm details, followed by a separate Paid Preparer Use Only section.
Print or type the taxpayer's name and enter the taxpayer's U.S. TIN in the space provided.
Enter, in whole dollars, the amount from the line named for the return being filed, for example Form 709, Part II, line 17 on line 1.
If box 10 is checked, the instructions say the routing number, account number, account type, debit amount and debit date are provided in the tax preparation software.
The taxpayer, or another individual authorized to sign the return, signs, dates and enters a title.
The instructions say not to complete Part III if the return is filed online through an ISP and/or transmitter without an ERO.
Use a scanner to create a PDF file of the completed form. The instructions say the tax preparation software transmits this PDF file with the return.
You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.
The instructions say to file Form 8453-EG with the taxpayer's electronically filed tax return as a scanned PDF file transmitted by the tax preparation software.
The instructions say an e-filed return is not complete unless Form 8453-EG is signed, scanned and transmitted with it, or the return is filed through an ERO with a PIN selected on Form 8879-EG.
The instructions say not to complete Form 8453-EG in combination with the Form 706 series returns until those forms can be electronically filed.
The instructions say the taxpayer makes a timely payment using one of the methods in the instructions for the tax return.
Line 10 says to contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date.
The Part II heading says "Keep a copy of your tax return."
8879-EG
17 fields, 2 pages
709
1,851 fields, 10 pages
709-NA
889 fields, 8 pages
706
316 fields, 5 pages
706-A
464 fields, 5 pages
W-12
85 fields, 3 pages
The form is shared between the taxpayer, the ERO that files the return, and any paid preparer. It travels with the electronic return as a scanned PDF.
No tool matches that search.
The instructions say it is scanned into a PDF file and transmitted with the electronically filed return. They also say not to send the form to the IRS comments address.
Yes, when filing through an ERO. The instructions point to Form 8879-EG for signing with a personal identification number.
The taxpayer, or any other individual authorized to sign the taxpayer's tax return, the instructions say.
The instructions say it should not be completed with the Form 706 series returns until those forms can be electronically filed.
The instructions say not to complete Part III if the return is filed online through an ISP and/or transmitter without an ERO.
Line 10 says to contact the U.S. Treasury Financial Agent at 1-888-353-4537 no later than 2 business days prior to the payment (settlement) date.