Get the free 2009 Form 709

Form 709 United States Gift (and Generation Skipping Transfer) Tax Return OMB No. 15450020 (For gifts made during calendar year 2009) Department of the Treasury Internal Revenue Service 1 Donors first

How to fill out 2009 form 709

How to fill out 2009 form 709:

1. Gather all necessary information: Prepare all relevant financial records, gift transaction details, and information about any prior year transfers.
2. Fill out the identifying information: Provide your name, Social Security number, and the same information for your spouse if applicable.
3. Complete Part 1 - General Information: Provide details about the type of return, the calendar year, and any applicable filing extension information.
4. Proceed to Part 2 - Transfers During this Period: Report all gifts made during the calendar year 2009, including cash, property, or any other assets given away for which gift tax is due.
5. Fill out Part 3 - Transfers Taxable in Prior Years: If you made any taxable transfers in prior years and didn't report them, use this section to do so.
6. Move on to Part 4 - Other Transfers: Report additional transfers made during the year that are not subject to gift tax, such as those made to political organizations or qualified charities.
7. Complete Part 5 - Computation of Tax: Calculate the gift tax due based on the total value of taxable gifts made during 2009.
8. Proceed to Part 6 - Payment of Tax or Refund: Determine the amount of tax due or overpayment, and follow the instructions provided to make the necessary payment or request a refund.
9. Sign and date the form: Ensure that both you and your spouse, if applicable, sign and date the completed form.
10. Retain a copy: Make a copy of the completed 2009 form 709 for your records before submitting it to the appropriate tax authority.

Who needs 2009 form 709:

1. Individuals who made taxable gifts during the calendar year 2009, exceeding the annual exclusion amount.
2. Couples who, together, made taxable gifts exceeding the annual exclusion amount during the calendar year 2009.
3. Executors of estates that elected to defer a deceased spouse's unused exclusion amount (DSUE) on a return filed for the year of the spouse's death and want to report subsequent gifts.

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