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- Click ‘Get Form’ to open the CT-706/709 in the editor.
- Begin with Section 1 for Gift Tax. Enter the donor's name, address, and Social Security Number (SSN) in the designated fields.
- Determine if you need to file a federal gift tax return. If required, proceed to complete Section 1 based on your federal Form 709.
- For Connecticut residents, report any gifts of real or tangible personal property located in Connecticut. Ensure all amounts are rounded off to whole dollars.
- Move to Section 2 for Estate Tax. Enter the decedent’s date of death and ensure you include all relevant estate details as per the instructions provided.
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