Irs forms 709: Fill out & sign online

Here's how it works

01. Edit your irs form 709 for 2023 online

01. Edit your 2022 gift tax exclusion online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send 709 form example via email, link, or fax. You can also download it, export it or print it out.

How to modify Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service in PDF format online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Handling paperwork with our feature-rich and intuitive PDF editor is straightforward. Follow the instructions below to complete Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service online easily and quickly:

Log in to your account. Log in with your email and password or create a free account to try the service before choosing the subscription.
Upload a form. Drag and drop the file from your device or import it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service. Easily add and underline text, insert images, checkmarks, and symbols, drop new fillable fields, and rearrange or remove pages from your paperwork.
Get the Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with others through a Shareable link or as an email attachment.

Make the most of DocHub, the most straightforward editor to promptly manage your documentation online!

See more Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service versions

We've got more versions of the Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service form. Select the right Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2022	4.9 Satisfied (46 Votes)
2021	4.9 Satisfied (24 Votes)
2020	4.3 Satisfied (180 Votes)
2019	4.3 Satisfied (183 Votes)
2018	4.3 Satisfied (183 Votes)
2003	4.4 Satisfied (32 Votes)
1996	4.3 Satisfied (71 Votes)
1993	4 Satisfied (39 Votes)
1991	4 Satisfied (56 Votes)
1989	4.1 Satisfied (35 Votes)
2000	4 Satisfied (50 Votes)
2009	4 Satisfied (27 Votes)
2013	4.3 Satisfied (55 Votes)
2014	4 Satisfied (38 Votes)
2012	4.1 Satisfied (59 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

What is US gift and generation-skipping transfer tax return?

Key Takeaways The generation-skipping transfer tax (GSTT) is a federal tax that results when there is a transfer of property by gift or inheritance to a beneficiary (other than a spouse) who is at least 37 years younger than the donor.

Why is there a generation-skipping tax?

The GSTT is the governments defense against an end run around estate and gift taxes. It imposes a flat tax on gifts and bequests above the estate/lifetime gift exclusion that avoid gift or estate tax by skipping one or more generations, such as to grandchildren.

Where can I get tax form 709?

Form 709 is available for download on the IRS website. This form is free to download and use when filing your tax return to report gift taxes and generation-skipping tax exemptions.

Is there software for Form 709?

Generate federal gift tax returns with 709 software from Thomson Reuters ONESOURCE. The module handles net gifts, calculation of the generation-skipping tax on direct skips, Crummey trust gifts, and much more. Features include the annual exclusion report and interest and penalty calculation.

Is form 709 required?

Who Must File. In general. If you are a citizen or resident of the United States, you must file a gift tax return (whether or not any tax is ultimately due) in the following situations. If you gave gifts to someone in 2022 totaling more than $16,000 (other than to your spouse), you probably must file Form 709.

form 709 2022

form 709 example form 709 pdf form 709 2022 form 709 instructions who must file form 709 2020 form 709 instructions form 709 instructions 2022 form 709 instructions 2021

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

What is US gift and generation-skipping transfer tax return?

Key Takeaways The generation-skipping transfer tax (GSTT) is a federal tax that results when there is a transfer of property by gift or inheritance to a beneficiary (other than a spouse) who is at least 37 years younger than the donor.

What are disadvantages of generation-skipping trust?

Disadvantages of a Generation-Skipping Trust For those with large estates, there arent many disadvantages to a generation-skipping trust, but one is that the trust is irrevocable, which means it cannot be changed or canceled.

What is gift estate or generation-skipping transfer tax returns?

How do the estate, gift, and generation-skipping transfer taxes work? The federal estate tax applies to the transfer of property at death. The gift tax applies to transfers made while a person is living. The generation-skipping transfer tax is an additional tax on a transfer of property that skips a generation.

Do you have to file form 709 with my 1040?

If you make a taxable gift (one in excess of the annual exclusion), you are required to file Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return. The return is required even if you dont actually owe any gift tax because of the $12.06 million lifetime exemption.

Can I file IRS form 709 electronically?

Can I e-file Form 709? You cannot e-file Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return. The Instructions for Form 709 directs you to mail it to the applicable address listed below.

Get the up-to-date Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service-2024 now

Here's how it works

How to modify Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service in PDF format online

See more Forms and Instructions (PDF)709 United States Gift (and Generation-Skipping Transfer) Tax ReturnForm 709: United States Gift (and Generation-SkippingInstructions for Form 709 (2020)Internal Revenue Service versions

Complete this form in 5 minutes or less

Got questions?

What is US gift and generation-skipping transfer tax return?

Why is there a generation-skipping tax?

Where can I get tax form 709?

Is there software for Form 709?

Is form 709 required?

Complete this form in 5 minutes or less

People also ask

What is US gift and generation-skipping transfer tax return?

What are disadvantages of generation-skipping trust?

What is gift estate or generation-skipping transfer tax returns?

Do you have to file form 709 with my 1040?

Can I file IRS form 709 electronically?

2022 form 709 gift tax return

Try more PDF tools