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Returning Member
posted Dec 18, 2020 9:50:48 AM

What line on form 709 do i report the $11,580,000 lifetime exclusion ?

Form 709 is overly complex to report that i owe no gift tax.  I cannot figure out which line to show the lifetime exclusion so my paltry $10000 gift over the $15000 exclusion doesn't result in tax

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1 Best answer
Level 15
Dec 18, 2020 10:00:34 AM

Typically, you enter the applicable credit (not the exclusion amount) on Line 7 of Part 2.

 

See https://www.irs.gov/instructions/i709#idm140535812187088

1 Replies
Level 15
Dec 18, 2020 10:00:34 AM

Typically, you enter the applicable credit (not the exclusion amount) on Line 7 of Part 2.

 

See https://www.irs.gov/instructions/i709#idm140535812187088