Get Form 709

This guide provides a structured approach to filling out the Form 709, which is used for reporting gift and generation-skipping transfer taxes. We aim to make the process simple and accessible for all users, regardless of their legal background.

Follow the steps to complete the Form 709 online easily.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Part 1: General Information. Here, you will need to provide details about the donor, including their first name, last name, social security number, and address. Ensure all information is accurate to avoid delays.
3. In line 7, indicate the citizenship status of the donor and if applicable, the date of death.
4. Complete lines 11-12, focusing on previous filings and changes in address since the last Form 709 submission.
5. Proceed to line 13, where if you are filing jointly with a partner, input their name and determine if you consent to an equal distribution of gifts.
6. Next, you will move to Part 2: Tax Computation. Start with entering the amounts from Schedule A relevant to your taxable gifts.
7. Calculate the total taxable gifts by summing the related values and transferring the result to the designated line.
8. Navigate to Schedules A-D to provide necessary details regarding specific gifts, including their values and dates.
9. After completing all applicable sections, review your inputs carefully for accuracy.
10. Finally, save your changes, and download, print, or share the completed form as required.

Complete your Form 709 online today and stay on top of your tax responsibilities.