Lukester1980
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Thank you! That clears it up for me.
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M-MTAX, I just wanted to make sure that the IRS doesn't think we gifted double! $700K total as my 709 Part1 shows 350K total as does my spouse's. My schedule A ...
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One more question ref this Form 709. If my spouse and I gifted a total of 350K to our son/dil and we are splitting the gift to both of them, do we put 175K tota...
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I am discovering that you are 100% correct. We both will need to fill out and mail in the 709. Does that mean we each fill out a Schedule A as well? Divede the ...
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I hand filled out the Form 709 and mailed it in the end of Jan 25. Got notified last month I needed to send in more info. The software M-MTAX recommend is very ...
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- Got Cheered for Re: how to fill out schedule A for form 709 gifting. April 26, 2025 2:31 PM
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- Posted Re: Another Roth Recharacterization Question on Retirement tax questions. January 29, 2022 6:55 AM
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