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Form 709-A is an annual short form gift tax return that certain married couples may use instead of Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, to report nontaxable
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How to fill out form 709-a
How to fill out Form 709-A
01
Obtain Form 709-A from the IRS website or a local IRS office.
02
Fill out your personal information in the top section, including your name, address, and Social Security number.
03
Indicate the tax year for which you are filing the form.
04
Report any gifts you made during the year, including their date and value.
05
Provide information about any gifts that were made to your spouse or to a charitable organization.
06
Calculate the total value of the gifts and any applicable exclusions.
07
Sign and date the form, certifying that the information provided is accurate.
08
Submit the form to the IRS by the due date.
Who needs Form 709-A?
01
Individuals who are required to report gifts made during the year that exceed the annual exclusion amount.
02
Persons who wish to split gifts with their spouse and need to report this for tax purposes.
03
People who have made any taxable gifts or are required to provide information on gifts given to trusts.
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People Also Ask about
What triggers a gift tax audit?
What Can Trigger a Gift or Estate Tax Audit? Here are some of the common factors that can lead to gift or estate tax audits: Total estate and gift value: Generally speaking, gift and estate tax returns are more likely to be audited when there are taxes owed and the size of the transaction or estate is relatively large.
What is the IRS rule for gifting money to family members?
The total value of gifts the individual gave to at least one person (other than his or her spouse) is more than the annual exclusion amount for the year. The annual exclusion amount for 2025 is $19,000 and for 2024 is $18,000.
What is form 709 A?
Generally, Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return is required if any of the following apply: An individual makes one or more gifts to any one person (other than his or her citizen spouse) that are more than the annual exclusion for the year.
How much does it cost to prepare a form 709?
The Cost of Tax Preparation Tax FormCost per FormAverage Hourly Fees Form 709 (Gift Tax) $421 $178.29 Form 1041 (Fiduciary) $576 $172.66 Form 1065 (Partnership) $733 $177.29 Form 990 (Exempt Organization) $735 $171.4810 more rows
Who pays gift tax, the giver or the recipient?
The gift giver pays any gift tax owed, not the receiver. You don't have to report gifts to the IRS unless the amount exceeds $18,000 in 2024 (increasing to $19,000 in 2025). Any gifts exceeding $18,000 in a year must be reported and contribute to your lifetime exclusion amount.
What is the IRS rule for gifting money to family members?
The total value of gifts the individual gave to at least one person (other than his or her spouse) is more than the annual exclusion amount for the year. The annual exclusion amount for 2025 is $19,000 and for 2024 is $18,000.
Who is not required to file form 709?
Who does not need to file. If you meet all of the following requirements, you are not required to file Form 709. You made no gifts during the year to your spouse. You did not give more than $18,000 to any one donee.
What is IRS form 709 A?
More In Forms and Instructions Use Form 709 to report: Transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes. Allocation of the lifetime GST exemption to property transferred during the transferor's lifetime.
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What is Form 709-A?
Form 709-A is a United States federal tax form used to report gifts that are not subject to the gift tax, specifically for gifts that fall under the annual exclusion amount.
Who is required to file Form 709-A?
Form 709-A must be filed by individuals who make gifts above the annual exclusion limit and want to report these gifts without potentially incurring gift tax.
How to fill out Form 709-A?
To fill out Form 709-A, taxpayers need to provide personal information including name, address, and Social Security number, details about the gifts given, and any applicable exclusions or deductions.
What is the purpose of Form 709-A?
The purpose of Form 709-A is to report certain gifts for tax purposes while allowing taxpayers to utilize the annual exclusion without being subject to gift taxes.
What information must be reported on Form 709-A?
Form 709-A requires information such as the donor's details, a description of the gift or gifts, the recipient's details, and the value of the gifts given.
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