Skip to main content
Level 2
August 31, 2025
Question

How do I add Form 709 to prior year tax return for a gift given above Gift Tax exemption

  • August 31, 2025
  • 2 replies
  • 34 views
I gave my daughter $100k in 2024 to purchase a home. Our joint exemption is $36K so I need to report $64k on Form for last year? I can't see how to do this in Turbo Tax under amend a return

    2 replies

    rjs
    Level 15
    Level 15
    August 31, 2025

    A Form 709 gift tax return is a separate return. It is not part of your income tax return. You cannot file a Form 709 gift tax return with TurboTax.

     

    Level 15
    September 1, 2025

    @ak62  agreeing with the response from my colleague @rjs , I would add the following:

    (a) you can download  the .pdf form 709 from www.irs.gov  ( search for form 709 )  and fill it out.

    (b) you can also get the form and  instructions 

      form    >  2024 Form 709  

    instructions -->  2024 Instructions for Form 709

    The instructions also  tell you when and where to file.

    Because you are late , just send the form in by itself to the address ref'd.

    ak62Author
    Level 2
    September 1, 2025

    Thank you @rjs and @pk12_2 for the additional information!