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Level 2
posted Apr 9, 2024 7:01:00 PM

E-filing + Gift Form 709

Turbo Tax doesn't include a digital Form 709 which I need to file this year, 2023.

If I E-File my Turbo taxes - can I snail mail in my Gift Tax Form 709 or will that create confusion?
 - or - 
Since I must mail in the gift tax form 709 thru USPS, should I also snail mail the tax form. (ie do NOT e-file the turbo taxes?)

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1 Best answer
Level 15
Apr 9, 2024 7:04:34 PM

Form 709 has nothing whatsoever to do with your individual income tax return (Form 1040).

 

You can e-file your 1040 and mail your 709 (and note that Form 709 cannot be e-filed).

 

See https://www.irs.gov/instructions/i709#en_US_2023_publink16784xd0e909

4 Replies
Level 15
Apr 9, 2024 7:04:34 PM

Form 709 has nothing whatsoever to do with your individual income tax return (Form 1040).

 

You can e-file your 1040 and mail your 709 (and note that Form 709 cannot be e-filed).

 

See https://www.irs.gov/instructions/i709#en_US_2023_publink16784xd0e909

Expert Alumni
Apr 9, 2024 7:05:06 PM

You can e-file your federal taxes and mail your Form 709 separately without any issue. Form 709 (gift tax return) is not filed together with or at the same place as your 1040 (income tax return).  

Level 2
Apr 9, 2024 9:32:47 PM

Thank you so much!!

Level 2
Apr 9, 2024 9:33:13 PM

Thank you so much!!