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1. Click 'Get Form' to open the Gift Tax Return Checklist in our editor.
2. Begin by entering the taxpayer (donor) name and number at the top of the form. This information is crucial for identification purposes.
3. Proceed to review each item in the checklist. For each question, mark 'Yes/Done', 'No/N/A' as applicable. This will help you track your progress.
4. For items requiring additional documentation, such as engagement letters or IRS correspondence, use our platform's upload feature to attach necessary files directly.
5. Complete any sections that require detailed explanations or comments in the provided fields, ensuring clarity for future reference.
6. Once all sections are filled out, review your entries for accuracy before saving or exporting your completed checklist.

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