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Form 709 filing, gifting a house to Irrevocable Trust but trust can't sell the house
Hi Community,
If someone transfers a house to the Irrevocable trust but there is a clause in the trust saying that the house can't sold when the grantor is alive. Does the person need to file form 709?
My CPA is saying since the gift is not complete(can't see the house), form 709 is not required. There is another CPA has a different opinion. What is your thought?
Thanks
‎April 11, 2025
4:07 PM