Retirement tax questions

IRS Form 709 is not included in the TurboTax program.

If you need to file a Form 709 then you will have to complete, print and mail the form to the IRS using the address shown in the form instructions.  It is not to be included with your tax return.

 

Go to this IRS website for the Form 709 - https://www.irs.gov/forms-pubs/about-form-709