Lukester1980, I’m going to caution you that I can only give you my uneducated guess/opinion. But the way I understand the regulations is, yes you can gift 18,000 to your son and another 18,000 to your daughter-in-law and your wife can do the same for a net total of 72,000 for the 2024 tax year. Possibly your question could be better answered by the provider of the software, is it possible there is an override for that field where you can put in an excess of 36,000 ? is there a way to stay within that 36,000 by only reporting for your son, then in another column or field report that amount to your daughter-in-law for her 36,000 ? Might be worth emailing the provider of that 709 tax form software.
I will admit that it took me much longer to figure all of that out by hand than it did to do my entire taxes with TurboTax. I’m curious as to when did you file your original 709 with the IRS that they did not accept, just wondering how long it took between you mailing in it and then the IRS letting you know that they were not happy with your 709 submission. I submitted my 709 around April 9 or so and I’ve not heard back from them if they had a problem with how I did it. However I fully understand that could still happen any time within my lifetime🤬
