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The document provides detailed instructions for completing the Connecticut Estate and Gift Tax Return (Form CT-706/709) for the year 2023. It outlines the structure of the form, which includes sections for reporting lifetime gifts, estate taxes, and calculating total tax due or refunds. Specific guidelines are given for reporting gifts made during the year, estate tax computations, filing deadlines, and payment methods. The document also emphasizes the importance of accurate reporting and compliance with state tax regulations.

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Click ‘Get Form’ to open the Connecticut Estate and Gift Tax Return (Form CT-706/709) in our editor.
Begin with Section 1 for Gift Tax. Enter the donor’s name, address, Social Security Number (SSN), and legal residence. Ensure you check the applicable box for residency or amended return.
If the donor passed away in 2023, skip Section 1 and proceed to Section 2 for Estate Tax. Here, report gifts made by the decedent during the year.
In Section 3, calculate total tax due. Start by entering amounts from previous sections as instructed, ensuring accuracy in your calculations.
Review all entries for completeness and correctness before submitting your form electronically through our platform or preparing it for mailing.

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