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June 2016 SEND BY FAX NON-CONTACT US AT:VISIT US AT:f 709.778.1302 f 1.800.276.5257t 709.778.1000 t 1.800.563.9000workplacenl.section A GENERAL INFORMATION Employer name2Workers last name3Is a copy
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01
To fill out Form 709, follow these steps:
02
Start by filling out the top section of the form, including your name, address, and social security number.
03
Provide the information about the donor, including their name, address, and social security number.
04
Indicate the gift date and the relationship between the donor and the recipient.
05
Enter a description of the gifted property or assets, including their fair market value at the time of the gift.
06
Calculate the total amount of the gift and report it in the appropriate section.
07
If you made any previous taxable gifts, report them in the relevant section.
08
Determine the applicable exclusion amount and subtract it from the total taxable gifts.
09
Calculate the gift tax on the taxable gifts and enter the amount in the designated box.
10
Sign and date the form.
11
Keep a copy for your records and submit the completed Form 709 to the IRS.

Who needs f 709?

01
Form 709 is required to be filed by any U.S. citizen or resident alien who has made gifts to someone that exceed the annual exclusion limit.
02
It is also necessary for individuals who want to split gifts with their spouses or those who want to take advantage of the lifetime gift and estate tax exclusions.
03
In summary, anyone who wants to report and possibly pay gift taxes on large gifts made during their lifetime needs to fill out Form 709.
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F 709 is a form used to report gifts and generation-skipping transfers for federal estate and gift tax purposes.
Individuals who make gifts that exceed the annual exclusion amount set by the IRS are required to file f 709.
F 709 must be filled out with information regarding the gifts made during the tax year, including details about the donor, recipient, and the value of the gifts.
The purpose of f 709 is to report gifts that are subject to federal gift tax and generation-skipping transfer tax.
Information such as the donor's name, recipient's name, relationship between donor and recipient, and the value of the gifts must be reported on f 709.
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