Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Jun 4, 2019 2:55:37 PM

Can a single check for $560K be provided, with a single 709 form? Parents want to gift $60K+$500K to son and his wife. $ are within the annual and lifetime limits resp.

0 1 471
1 Best answer
Level 6
Jun 4, 2019 2:55:38 PM

Each parent must file Form 709. Mail both forms in the same envelope.

Instructions for this form are non-trivial. Please read them through.

https://www.irs.gov/instructions/i709 (HTML)

https://www.irs.gov/pub/irs-pdf/i709.pdf (PDF)



1 Replies
Level 6
Jun 4, 2019 2:55:38 PM

Each parent must file Form 709. Mail both forms in the same envelope.

Instructions for this form are non-trivial. Please read them through.

https://www.irs.gov/instructions/i709 (HTML)

https://www.irs.gov/pub/irs-pdf/i709.pdf (PDF)