Form 709 a 2026

1. Click ‘Get Form’ to open Form 709-A in the editor.
2. Begin by filling in the donor's first name, middle initial, last name, and social security number in the designated fields.
3. Provide the donor's address, legal residence, city, state, and ZIP code. Ensure all information is accurate for proper identification.
4. Indicate citizenship status and whether any gift tax returns were filed for prior periods. If yes, specify when and where they were filed.
5. List all donees' names and addresses along with a description of each gift in Column (a). Include details such as adjusted basis and date of gift in Columns (b) and (c).
6. In the consent section, ensure both spouses sign to agree on splitting gifts made during the calendar year.
7. Finally, review all entries for accuracy before signing as the donor and submitting your completed form.

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