How do I file a Form 709 if turbo tax doesn't offer it?

Forum|Forum|1 year ago
February 11, 2025
2 replies
15 views

Do you mail a Form 709 to the IRS for gifting since you cannot file one electronically?

MinhT1

Level 15

Yes.

You have to download and manually fill out Form 709.

You can then mail it to the address in this IRS document.

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xmasbaby0

Level 15

A form 709 must be sent by mail. It is not part of an income tax return.

Gifts given to family members, friends or other individuals are not deductible. Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.

If your gift exceeds the yearly limit ($18,000 per individual) imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.

TurboTax does not support Form 709. It is not an income tax form and would not be included as part of an income tax return.

Here is a link to the form:

https://www.irs.gov/pub/irs-pdf/f709.pdf

https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**