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Appendix IV Form 709 United States Gift (and Generation Skipping Transfer) Tax Return 08 (For gifts made during calendar year 2008) Department of the Treasury Internal Revenue Service 1 Donors first
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How to fill out 709 United States gift:

01
Obtain the Form 709 from the Internal Revenue Service (IRS) website or visit a local IRS office to request a physical copy.
02
Fill out the basic information section, including your name, address, and social security number.
03
Provide the same information for the person who gifted you the property or money.
04
Fill out the "Gifts Made During the Year" section, reporting each gift individually. Include the recipient's name, relationship, and the fair market value of the gift.
05
If you made any split gifts with your spouse, make sure to complete the relevant section accordingly.
06
Calculate the total taxable gifts for the year and report it in the appropriate section.
07
Follow the instructions provided to determine the amount of gift tax due, if any.
08
Sign and date the form before submitting it to the IRS. Keep a copy for your records.

Who needs 709 United States gift:

01
U.S. citizens or residents who have received gifts exceeding the annual exclusion amount (as determined by the IRS) during a calendar year.
02
Individuals who have made split gifts with their spouse.
03
Those who wish to properly report and pay any applicable gift taxes to the IRS in compliance with U.S. tax laws.
04
Executors or administrators of estates when a deceased person has made taxable gifts during their lifetime.
Note: It is always recommended to consult with a tax professional or refer to the official IRS guidelines for specific instructions and to ensure accurate and compliant reporting.
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The 709 United States Gift is a federal tax form used to report gifts that exceed the annual exclusion amount.
Individuals who make gifts that exceed the annual exclusion amount are required to file the 709 United States Gift form.
To fill out the 709 United States Gift form, you will need to provide information about the donor, recipient, and details of the gift.
The purpose of the 709 United States Gift form is to report gifts that exceed the annual exclusion amount and calculate any gift tax owed.
Information such as the donor's name, recipient's name, description of the gift, and the value of the gift must be reported on the 709 United States Gift form.
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