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2015 form 709 instructions

2015 709 instructions form-2025

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The document provides instructions for Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return for gifts made during the calendar year 2015. It outlines the purpose of the form, eligibility requirements for filing, details on annual exclusions, and tax computation methods. Key updates include the annual gift exclusion amount remaining at $14,000 and an increase to $147,000 for gifts to non-citizen spouses. The document also discusses the portability of deceased spousal unused exclusion amounts and includes guidelines for reporting various types of gifts and transfers subject to gift and GST taxes.

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Is there a software for Form 709?

Generate federal gift tax returns with 709 software from 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.

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.

What is the annual gift exclusion for 2015?

The annual gift exclusion for 2015 remains at $14,000. See Annual Exclusion, later. For gifts made to spouses who are not U.S. citizens, the annual exclusion has increased to $147,000.

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.

Do I have to file a 709?

Do you need to file a gift tax return? If you make a taxable gift (one in excess of the annual exclusion), you are required to file Form 709: US Gift (and Generation-Skipping Transfer) Tax Return.

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.

What are the IRS rules for gifting money to family members?

The total value of gifts the individual gave to at least one person (other than his or her spouse) is more than the annual exclusion amount for the year. The annual exclusion amount for 2025 is $19,000 and for 2024 is $18,000.

What happens if you dont report a gift?

Failing to file a required gift tax return may result in a penalty of 5% per month of the tax due, up to 25%. Bear in mind that you might file a gift tax return even if youre technically not required to do so.

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