2019 Gift Tax Return Checklist 2019 Form 709 checklist addresses specific tax topics and used by CPA: Fill out & sign online

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Click ‘Get Form’ to open the 2019 Gift Tax Return Checklist in the editor.
Begin by entering the taxpayer (donor) name and number at the top of the form. This is essential for identification purposes.
Review each item in the General section, marking 'Yes/Done' or 'No/N/A' as applicable. This includes obtaining a signed engagement letter and checking for any changes in marital status.
Proceed to Schedule A, where you will compute taxable gifts. Ensure all necessary documentation, such as appraisals and trust documents, are attached.
Continue through Schedules B, C, and D, ensuring that all prior gifts and GST tax considerations are accurately reported.
Finally, review your entries for completeness and accuracy before saving or exporting your completed checklist.

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Do I really need to file form 709?

You must file a gift tax return if you made any gift to your spouse of a terminable interest that does not meet the exception described in Life estate with power of appointment, later, or if your spouse is not a U.S. citizen and the total gifts you made to your spouse during the year exceed $185,000.

Can I fill out form 709 online?

Modernized e-File (MeF) for gift taxes now offers a secure and accurate way to file the Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return and Form 709-NA, United States Gift (and Generation-Skipping Transfer) Tax Return of Nonresident Not a Citizen of the United States.

What is the annual gift tax exclusion for 2019?

Federal Estate and Gift Tax Rates and Exclusions YearEstate Tax ExclusionGift Tax Annual Exclusion 2019 $11,400,000 $15,000 2020 $11,580,000 $15,000 2021 $11,700,000 $15,000 2022 $12,060,000 $16,00034 more rows

What is a form 709 gift tax return?

What Is Form 709? Form 709, officially titled the United States Gift (and Generation-Skipping Transfer) Tax Return, is a tax form used to report: Gifts of property or cash exceeding the annual gift tax exclusion. Transfers subject to the generation skipping transfer tax.