2016 Gift Tax Return Questionnaire FORM 709-2025

See details

4 out of 5

35 votes

The document is a 2016 Gift Tax Return Questionnaire (Form 709) designed to collect essential information from donors for tax preparation. It emphasizes the importance of providing complete and accurate details, including personal information, prior gift tax returns, and specifics about gifts made during the year. The questionnaire includes a checklist of required documents and instructions for secure submission through a client portal.

Here's how it works

01. Edit your gift tax return 709 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 gift tax return 709 form via email, link, or fax. You can also download it, export it or print it out.

How to modify 2016 Gift Tax Return Questionnaire FORM 709 online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your documentation takes just a few simple clicks. Follow these fast steps to modify the PDF 2016 Gift Tax Return Questionnaire FORM 709 online free of charge:

Register and log in to your account. Log in to the editor with your credentials or click Create free account to evaluate the tool’s functionality.
Add the 2016 Gift Tax Return Questionnaire FORM 709 for editing. Click on the New Document option above, then drag and drop the sample to the upload area, import it from the cloud, or using a link.
Alter your template. Make any changes required: insert text and images to your 2016 Gift Tax Return Questionnaire FORM 709, highlight important details, remove parts of content and replace them with new ones, and add icons, checkmarks, and fields for filling out.
Finish redacting the form. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is very intuitive and efficient. Try it now!

See more 2016 Gift Tax Return Questionnaire FORM 709 versions

We've got more versions of the 2016 Gift Tax Return Questionnaire FORM 709 form. Select the right 2016 Gift Tax Return Questionnaire FORM 709 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2016	4 Satisfied (35 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.

What is the gift tax exemption for 2016?

A married couple will be able to shield $10.9 million from federal estate and gift taxes. The annual gift exclusion remains the same at $14,000.

What happens if form 709 is not filed?

The IRS also has the right to assess other penalties or interest for all of the years from the date of the gift tax filing to the current date, if the IRS Form 709 was not filed. For this reason, Form 709 has a section to report non-gift transactions.

Which of the following situations would require the filing of Form 709?

The following individuals are generally required to file Form 709: Donors who have made gifts exceeding the annual exclusion limit: If you have given gifts to any one individual that total more than the annual exclusion limit for the tax year, you must file Form 709.

How to avoid Form 709?

Unless you made a taxable gift valued at more than $18,000 to an individual or entity in 2024 or more than $19,000 in 2025, you dont need to fill out Form 709. If you did, you may just need to report the gift.

Do I really need to file form 709?

If you gave gifts to someone in 2024 totaling more than $18,000 (other than to your spouse), you probably must file Form 709. But see Transfers Not Subject to the Gift Tax and Gifts to Your Spouse, later, for more information on specific gifts that are not taxable.

gift tax return 709 pdf

2016 gift tax return questionnaire form 709 printable 2016 gift tax return questionnaire form 709 pdf 2016 gift tax return questionnaire form 709 pdf download 2016 gift tax return questionnaire form 709 instructions 2016 gift tax return questionnaire form 709 download 2016 gift tax return questionnaire form 709 2021 IRS Form 709 PDF Form 709 instructions

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

How do I transfer property to a family member tax free in the USA?

Use the annual gift tax exclusion. Each year, you can give a certain amount of property to a family member without incurring gift taxes. As of 2024, the annual gift tax exclusion is $18,000 per recipient. This means you can gradually transfer property over several years to minimize tax liabilities.

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.

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

2016 Gift Tax Return Questionnaire FORM 709-2025

Here's how it works

How to modify 2016 Gift Tax Return Questionnaire FORM 709 online

See more 2016 Gift Tax Return Questionnaire FORM 709 versions

Complete this form in 5 minutes or less

Got questions?

What is the gift tax exemption for 2016?

What happens if form 709 is not filed?

Which of the following situations would require the filing of Form 709?

How to avoid Form 709?

Do I really need to file form 709?

Complete this form in 5 minutes or less

People also ask

How do I transfer property to a family member tax free in the USA?

What triggers a gift tax audit?

How much does it cost to prepare a Form 709?

gift tax return checklist

Try more PDF tools