Filing a family property swap and gift of equity form 709?? I need to know the correct forms so I can digitize them for next year's tax folder.

[ajsummeralls]

Mortgage swap Family property Below value

[Hi Palms]

You need a 2026 Form 709 which won't be released until late this year.

[ThomasM125]

For federal tax purposes, if the value of the gift was more than $19,000 to any of the recipients, you need to file Form 709, United States Gift Tax Return. It is filed by the individual or entity that gave the gift. Gifts are not taxable to the recipient.

[Hi Palms]

Entitires don't file Form 709, only individuals.