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
Not applicable
posted Mar 8, 2021 3:02:23 PM

Multiple 709's

On the IRS instruction sheet for form 709 it says "Do not file more than one Form 709 for any 1 calendar year."

 

In Schedule A where I list the Donee, there's only room for one person.

 

I have four people that I gave over $15000 to each, so I know I have to fill it out the form, but how am I meant to do get all four people on the single form? Do I print multiple schedule As? Or is the IRS site not descriptive enough and it just means "more than one per person"?

0 6 1051
1 Best answer
Level 15
Mar 8, 2021 3:08:52 PM

If you need more space, attach a separate sheet using the same format as Schedule A.

6 Replies
Level 15
Mar 8, 2021 3:08:52 PM

If you need more space, attach a separate sheet using the same format as Schedule A.

Not applicable
Mar 8, 2021 3:15:15 PM

Alrighty. It says "If more space is needed, attach additional statements. So just print multiple Schedule As?

Level 15
Mar 8, 2021 3:16:15 PM


@Anonymous wrote:

....So just print multiple Schedule As?


Yes, no reason you cannot simply do that and attach it to your return.

Not applicable
Mar 8, 2021 3:19:46 PM

Excellent, thank you.

Not applicable
Mar 8, 2021 3:37:27 PM

Sorry, one last follow-up: Does the IRS notify me if they've successfully received 709?

Level 15
Mar 8, 2021 4:25:31 PM


@Anonymous wrote:

........Does the IRS notify me if they've successfully received 709?


They do not. Obviously, you should retain copies and also proof of mailing/delivery.