JohnS_CPA
Expert Alumni

Get your taxes done using TurboTax

Form 709 is an annual return and is filed separately from your individual return.

 

Generally, you must file Form 709 no earlier than January 1, but not later than April 15, of the year after the gift was made. However, in instances when April 15 falls on a Saturday, Sunday, or legal holiday, Form 709 will be due on the next business day. 

 

Keep in mind you may have state filing requirements depending on what state you live in.

 

Additional resources here: Instructions for Form 709 (2022) 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"