Form 709 2015-2025

Show details

4 out of 5

25 votes

The document is the 2015 Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, used by donors to report gifts made during the calendar year. It includes sections for general information about the donor, tax computation for taxable gifts, and schedules for detailing gifts subject to gift tax and generation-skipping transfer tax. The form also addresses issues such as spousal consent for gift splitting and provides instructions for calculating applicable credits and deductions.

Here's how it works

01. Edit your 2015 form 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 2015 gift tax return via email, link, or fax. You can also download it, export it or print it out.

The best way to modify Form 709 2015 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 user-friendly PDF editor is straightforward. Adhere to the instructions below to complete Form 709 2015 online easily and quickly:

Sign in to your account. Log in with your email and password or create a free account to try the service before choosing the subscription.
Import a form. Drag and drop the file from your device or add it from other services, like Google Drive, OneDrive, Dropbox, or an external link.
Edit Form 709 2015. Easily add and underline text, insert images, checkmarks, and symbols, drop new fillable areas, and rearrange or remove pages from your paperwork.
Get the Form 709 2015 accomplished. Download your modified document, export it to the cloud, print it from the editor, or share it with others via a Shareable link or as an email attachment.

Take advantage of DocHub, one of the most easy-to-use editors to quickly manage your paperwork online!

See more form 709 2015 versions

We've got more versions of the form 709 2015 form. Select the right form 709 2015 version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (50 Votes)
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)
2017	4.2 Satisfied (54 Votes)
2016	4.4 Satisfied (60 Votes)
2015	4 Satisfied (25 Votes)
2014	4 Satisfied (38 Votes)
2013	4.3 Satisfied (55 Votes)
2012	4.1 Satisfied (59 Votes)
2011	4 Satisfied (41 Votes)
2009	4 Satisfied (27 Votes)
2008	4.2 Satisfied (24 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 lifetime gift exemption for 2015?

In 2015, any person can give any other person $14,000 without the gift being taxable. This is the same as 2014. There is also a onetime aggregate gift exclusion amount that is equal to the estate tax exclusion of $5,430,000 in 2015.

What triggers a gift tax return?

The gift tax applies to the transfer by gift of any type of property. You make a gift if you give property (including money), or the use of or income from property, without expecting to receive something of at least equal value in return.

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.

What happens if I dont fill out form 709?

If you fail to do this, penalties may apply. If you dont file the gift tax return as you should, you could be responsible for the amount of gift tax due as well as 5% of the amount of that gift for every month that the return is past due.

Do people actually file gift tax returns?

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. The return is required even if you dont actually owe any gift tax due to the $13.61 million lifetime exemption.

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

You must file Form 709 if any of the following situations apply to you: You made gifts to individuals exceeding the annual exclusion amount (currently $15,000 per recipient in 2023). You and your spouse are splitting gifts (gifts made by one spouse are treated as made equally by both).

What is the IRS Rule 709?

Use Form 709 to report: Transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes. Allocation of the lifetime GST exemption to property transferred during the transferors lifetime.

Do I really need to file form 709?

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 2023 totaling more than $17,000 (other than to your spouse), you probably must file Form 709.

Form 709 2015-2025

Here's how it works