Information about Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return, including recent updates, related forms, and instructions on how to file. Use Form 709 to report …

Apr 14, 2025 · Form 709 is used to report gifts you give that exceed the annual gift tax exclusion, which is $18,000 per person for 2025. It doesn’t mean you automatically owe taxes—it’s more about …

Aug 7, 2025 · With the IRS closely monitoring gifts that exceed annual exclusion limits, you need to understand when and how to file Form 709. This form helps track your taxable gifts and ensures you …

Jul 9, 2025 · Learn everything about Form 709 – from gift tax exclusions to filing requirements. Get expert step-by-step instructions and avoid common mistakes with our comprehensive guide.

Form 709, known as the United States Gift (and Generation-Skipping Transfer) Tax Return, is a critical tax document used by individuals to report taxable gifts and calculate any gift tax or generation …

Generally, Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return is required if any of the following apply: An individual makes one or more gifts to any one person (other than his or her …

Dec 5, 2025 · If you made substantial gifts this year, you may need to fill out Form 709. This guide breaks down the steps for reporting gift taxes and how to avoid them.

Learn how to file IRS Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return. Discover gift tax exemptions, filing requirements, and detailed instructions for individuals.

May 22, 2025 · Learn what IRS Form 709 is, who must file it, how to report gifts and transfers, and how to avoid gift tax issues as a U.S. expat.

Form 709 is used to report (1) transfers subject to the federal gift and certain GST taxes and to figure the tax, if any, due on those transfers; and (2) allocations of the lifetime GST exemption to property …