Thanks for your reply. I have a follow-up to your answer for question #3: What is the answer to line 19 question “Did you and your spouse make gifts to third parties?” If it’s “Yes”, then do we consent to gift splitting and send both our forms in the same envelope?
Your answer is that I should be "gift-splitting". Is it because the money was contributed from a joint account? I can still answer "Yes" to the line 19 question and in Part III, line 1 say No to "wanting to have that excess be considered as made one-half by each of us". We can still file individual 709s and send in separate envelopes. Can you please explain the advantage here of "gift-splitting" I would prefer not to go through the whole attaching a Notice of Consent with the two forms - previously spouse could just sign, but starting 2024, you need to attach that document.
