topic Re: Multiple 709's in Get your taxes done using TurboTax

Multiple 709's

Anonymous — Mon, 08 Mar 2021 23:02:23 GMT

On the IRS instruction sheet for form 709 it says "Do not file more than one Form 709 for any 1 calendar year."

In Schedule A where I list the Donee, there's only room for one person.

I have four people that I gave over $15000 to each, so I know I have to fill it out the form, but how am I meant to do get all four people on the single form? Do I print multiple schedule As? Or is the IRS site not descriptive enough and it just means "more than one per person"?

Re: Multiple 709's

Anonymous_ — Mon, 08 Mar 2021 23:08:52 GMT

If you need more space, attach a separate sheet using the same format as Schedule A.

Re: Multiple 709's

Anonymous — Mon, 08 Mar 2021 23:15:15 GMT

Alrighty. It says "If more space is needed, attach additional statements. So just print multiple Schedule As?

Re: Multiple 709's

Anonymous_ — Mon, 08 Mar 2021 23:16:15 GMT

@Anonymous wrote:

....So just print multiple Schedule As?

Yes, no reason you cannot simply do that and attach it to your return.

Re: Multiple 709's

Anonymous — Mon, 08 Mar 2021 23:19:46 GMT

Excellent, thank you.

Re: Multiple 709's

Anonymous — Mon, 08 Mar 2021 23:37:27 GMT

Sorry, one last follow-up: Does the IRS notify me if they've successfully received 709?

Re: Multiple 709's

Anonymous_ — Tue, 09 Mar 2021 00:25:31 GMT

@Anonymous wrote:

........Does the IRS notify me if they've successfully received 709?

They do not. Obviously, you should retain copies and also proof of mailing/delivery.