Extension form 709 2025

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Form 8892 is an application for an automatic 6-month extension of time to file Form 709, which pertains to gift and generation-skipping transfer taxes. It is used by individuals who are not applying for an extension of their individual income tax return. The form also includes a payment voucher for any gift or GST taxes owed. Instructions detail who must file, when to file, and how to complete the form, emphasizing that extensions do not extend the time to pay taxes.

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Click ‘Get Form’ to open the extension form 709 in the editor.
Begin with Part I by entering your first name, last name, and social security number. Ensure all details are typed clearly for accuracy.
In Part II, check the box indicating you are applying for an automatic 6-month extension. If applicable, enter the date of death of the donor.
If you are making a payment along with your extension request, complete Part III by filling in boxes 1, 2, and 3 with the relevant tax year and amounts.
Review all entered information for completeness and accuracy before saving your changes. Utilize our platform’s features to easily modify any section as needed.

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Versions	Form popularity	Fillable & printable
2022	4.5 Satisfied (60 Votes)
2019	4.8 Satisfied (178 Votes)
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How to file an extension for 709?

Use Form 8892 to: To request an automatic 6-month extension of time to file Form 709, when you are not applying for an extension of time to file your individual income tax return using Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.

Does 4868 extend 709?

Use Form 4868 to apply for 6 more months (4 if out of the country (defined later under Taxpayers who are out of the country) and a U.S. citizen or resident) to file Form 1040, 1040-SR, 1040-NR, or 1040-SS. Gift and generation-skipping transfer (GST) tax return (Form 709 or 709-NA).

Can form 709 be extended?

More In Forms and Instructions Use Form 8892 to: To request an automatic 6-month extension of time to file Form 709, when you are not applying for an extension of time to file your individual income tax return using Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return.

What is the lifetime limit for form 709?

You will only owe gift tax if your taxable gifts exceed the lifetime gift tax exemption, which is $13.99 million per individual in 2025. Even if your gifts exceed the annual exclusion, you typically wont pay tax unless your total taxable gifts over your lifetime surpass this threshold.

Does form 709 extend with 1040?

The filing deadline for IRS Form 709 is the tax filing deadline of the year after the gift is completed. This typically falls on the tax deadline. If an extension is needed, an automatic Form 709 extension will result from an extension of time granted for filing the federal income tax return Form 1040.

8892 form

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Does form 4868 extend form 709?

Gift and generation-skipping transfer (GST) tax return (Form 709 or 709-NA). An extension of time to file your 2024 calendar year income tax return also extends the time to file Form 709 or 709-NA for 2024. However, it doesnt extend the time to pay any gift and GST tax you may owe for 2024.

What happens if I file form 709 late?

You will owe interest on any tax not paid by the original due date of your Form 709 or 709-NA even if you had a good reason for not paying on time. The interest runs until you pay the tax. Penalties. The late payment penalty is usually 1/2 of 1% of any tax not paid by the regular due date.