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Level 2
Mar 4, 2023 5:38 PM UTC
Solved

IRS Form 709

When filing IRS form 709 (Gifts) do you return all of the schedules, or just the actual form?

    Level 15
    Mar 4, 2023 5:54 PM UTC

    Print and mail all 5 pages.

    5 replies

    Level 15
    Mar 4, 2023 5:54 PM UTC

    Print and mail all 5 pages.

    Level 15
    Mar 4, 2023 5:55 PM UTC

    File the entire form including schedules. You have to mail it. TurboTax does not support that form. 

    Level 2
    Mar 4, 2023 6:00 PM UTC

    Thank you all for your answers. One more follow-up question please: Schedule A for this form only has room for 4 gift declarations. I assume that if I have more than 4 that I need to attach an extra Schedule A. Is that correct?

    Level 15
    Mar 4, 2023 6:08 PM UTC

    Attach an additional statement and note that the statement is attached on the last line of Schedule A (e.g., see additional statement).

    Level 2
    Mar 4, 2023 8:14 PM UTC

    Again, many thanks for clearing this all up. I've done my own taxes for years (both with and without TurboTax) and I have to say that Form 709 and its instructions are the most confusing and poorly-crafted pieces of work I've ever encountered. I'm very happy to have the resources of this community available.