How to file form 709

Forum|Forum|4 months ago
April 10, 2026
3 replies
63 views

Do I need an expert to file form 709 or I can do it myself?

TurboTax Online

DoninGA

Level 15

TurboTax does not support IRS Form 709 so you have to complete the form yourself. Then you have to print, sign, date and mail the form to the IRS.

Go to this IRS website for Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return - https://www.irs.gov/forms-pubs/about-form-709

xmasbaby0

Level 15

TurboTax does not support or help with Form 709. Form 709 is not part of an income tax return.

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Mike9241

Level 15

we can't answer because it depends on what the gift was. A straight cash gift should be simple. Creating a charitable remainder trust is much more complex

Mike9241