1996 form 709-2025

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The document is the Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, which is used to report gifts made after December 31, 1991. It includes sections for general information about the donor, computation of taxable gifts, and details regarding generation-skipping transfers. The form requires information on the donor's identity, gift details, tax computations, and any applicable credits or deductions.

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Begin with Part 1—General Information. Fill in the donor's first name, last name, and social security number. Provide the address and legal residence details.
Indicate if the donor has passed away during the year or if an extension was received for filing. Complete lines regarding previous filings and consent for gift splitting with a spouse.
Move to Part 2—Tax Computation. Enter amounts from Schedule A and B as instructed, calculating total taxable gifts and applicable credits.
Complete Schedule A by listing all gifts made, including donee information, relationship to donor, description of gifts, and their values.
Review all entries for accuracy before finalizing your form.
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What is a form 709 for?

Form 709 is used to report transfers subject to the Federal gift and certain generation-skipping transfer (GST) taxes, and to figure the tax, if any, due on those transfers. Form 709 instructions PDF. This item contains helpful information to be used by the taxpayer in preparation of Form 709, U.S. Gift Tax Return.

Can IRS Form 709 be electronically filed?

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.

Which IRS forms cannot be filed electronically?

Form 8873, Extraterritorial Income Exclusion. Form 14039, Identity Theft Affidavit. Form W-7, Application for IRS Individual Taxpayer Identification Number. Form W-7(COA), Certificate of Accuracy for IRS Individual Taxpayer Identification Number.

Does form 709 need to be filed every year?

After the year of the election, a donor does not have to file a gift tax return reflecting that years portion of the gift, unless other gifting in a subsequent year requires the donor to file a Form 709.

What is the minimum amount for Form 709?

Who Must File If you gave gifts to someone in 2024 totaling more than $18,000 (other than to your spouse), you probably must file Form 709. Certain gifts, called future interests, are not subject to the $18,000 annual exclusion and you must file Form 709 even if the gift was under $18,000.

sample completed irs form 709

1996 form 709 instructions 1997 Form 709 1996 form 709 pdf 1996 form 709 printable IRS Form 709 PDF 1996 form 709 instructions pdf Form 709 instructions IRS Form 709 for 2024

Can form 709 be filed separately from 1040?

Gift tax and income tax are two different things, therefore the gift tax return (Form 709) is entirely separate from and unrelated to your income tax return (Form 1040). You can handle one on your own even if you hire someone to do the other.

Can I file electronically after October 15th?

What is due by October 15 this year? IRS income tax return: Your IRS taxes for the year can no longer be e-filed after this date. A tax extension could reduce your penalties if you filed one by April 15. Estimate potential late payment penalties here; file even if you cant pay and see tips on paying taxes.

How much does it cost to prepare a Form 709?

Average Price to File Taxes in 2025 Tax FormAverage Cost 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 $171.489 more rows