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Get the free Instructions for Form 709 (2019)Internal Revenue Service

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PUBLIC DISCLOSURE COPY (Not for IRS Filing)Extended to May 15, 2019FormExempt Organization Business Income Tax Return990T Check box if 408(e) 220(e) 408A 530(a) 529(a)Print or Stylebook value of all
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How to fill out instructions for form 709

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How to fill out instructions for form 709

01
Start by obtaining the Form 709, which is the United States Gift (and Generation-Skipping Transfer) Tax Return.
02
Read the instructions provided with the form carefully to familiarize yourself with the requirements and definitions.
03
Begin filling out the form by entering the taxpayer's information, such as name, address, and social security number.
04
Provide details about the gift(s) made during the tax year, including the date, type of gift, fair market value, and the annual exclusion amount claimed.
05
Calculate the total taxable gifts by summing up the amounts in Part 1 of the form.
06
Determine if the taxpayer is electing to split gifts with their spouse by following the instructions provided.
07
Enter any deductions or adjustments to the taxable gifts, such as charitable deductions.
08
Calculate the taxable amount by subtracting the deductions from the total taxable gifts.
09
Compute the gift tax due by using the appropriate tax rates and applying any allowable credits.
10
Complete the remaining sections of the form, including the Return Preparer's information if applicable.
11
Review the form for accuracy and make sure all required information is provided.
12
Sign and date the form.
13
Keep a copy of the completed form and any supporting documents for your records.
14
Submit the Form 709 to the designated IRS address according to the instructions provided.

Who needs instructions for form 709?

01
Anyone who has made taxable gifts during the tax year and is required to report them for gift tax purposes needs instructions for Form 709.
02
Individuals who have made gifts exceeding the annual exclusion amount need to file Form 709.
03
Spouses who elect to split gifts with their spouse also need instructions for Form 709.
04
Tax professionals who assist clients in preparing and filing gift tax returns may need instructions for Form 709.
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Form 709 is the United States Gift (and Generation-Skipping Transfer) Tax Return. It is used to report transfers subject to federal gift and/or generation-skipping transfer tax.
Individuals who have made gifts above the annual exclusion amount or individuals subject to generation-skipping transfer tax must file Form 709.
Form 709 must be completed accurately, including information about the donor, the recipient, the value of the gift, and any applicable deductions or exclusions.
The purpose of Form 709 is to calculate and report any gift or generation-skipping transfer tax liability that may arise from certain gifts or transfers.
Information such as the donor's and recipient's details, the value of the gift, any deductions or exclusions claimed, and any relevant tax calculations must be reported on Form 709.
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