@LynnL419 wrote:
Finally (I swear!!) Is there any personal reason I would want to avoid the 709 form?
It appears daunting to the uninitiated and can present a challenge. You also do not want to make an error when preparing and filing this particular form (and the IRS retains these things just about forever).
You can take a peek at the form, itself, at the link below. Professional preparation of Form 709 is highly recommended.
https://www.irs.gov/pub/irs-pdf/f709.pdf
