How do you file form 709 United States Gift tax return?

[smarder21]

I need to record a gift of 50% ownership in a house to a relative. How do I do that?

[xmasbaby0]

Gifts given to family members, friends or other individuals are not deductible.   Gifts received are not taxable to the person who received the gift, and are not entered on a tax return.

If your gift exceeds the yearly limit ($19,000 per individual)  imposed by the gift tax rules, then you will need to complete a Form 709 gift tax form and send it to the IRS, although it is very unlikely that you will owe any tax.

TurboTax does not support Form 709.  It is not an income tax form and would not be included as part of an income tax return.

Here is a link to the form:

https://www.irs.gov/pub/irs-pdf/f709.pdf

https://turbotax.intuit.com/tax-tips/estates/the-gift-tax-made-simple/L5tGWVC8N

Here's a link for Form 709 preparation software:

 https://www.puritas-springs.com/product-category/federal

Here are some useful videos on the Form:

https://www.youtube.com/watch?v=a5wJow5h-No

https://www.youtube.com/watch?v=5Z_28sVOrTY

[Cruzesa]

The form requires information from the Schedule A. I'm not itemizing on my taxes this year (Turbo Tax recommends taking the standard deduction). So how do I properly complete this form if I don't have a Schedule A?

[DawnC]

You are talking about two different Schedule A forms.   Schedule A of Form 709 is for taxable gifts.   Schedule A of Form 1040 is your itemized deductions which includes charitable and deductible gifts.    TurboTax does not support Form 709 or any of its schedules.   

For Form 709 - Schedule A information, see this IRS link to the instructions.    

After you determine which gifts you made in 2025 that are subject to the gift tax, list them on Schedule A (Form 709).  @Cruzesa

Form 709 including blank Schedule A