Form preview

IRS 709 2025-2026 free printable template

Get Form
Form709Department of the Treasury Internal Revenue ServicePart IOMB No. 15450020United States Gift (and GenerationSkipping Transfer) Tax Return2025Go to www.irs.gov/Form709 for instructions and the
pdfFiller is not affiliated with IRS
Screenshot
Screenshot
Screenshot

Get, Create, Make, and Sign IRS 709

Edit your IRS 709 online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Screenshot
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Screenshot
Share your form instantly
Email, fax, or share your IRS 709 via URL. You can also download, print, or export forms to your preferred cloud storage service.
Screenshot
Instructions and Help about IRS 709
How to edit IRS 709
How to fill out IRS 709

Instructions and Help about IRS 709

How to edit IRS 709

Editing the IRS 709 form can be achieved using pdfFiller’s editing tools. First, open the form in pdfFiller's platform. Use the editing features to make necessary changes, ensuring that all information is accurate. After editing, save the form to maintain the changes.

How to fill out IRS 709

Filling out the IRS 709 requires careful attention to detail. Begin by obtaining a copy of the form from the IRS website or pdfFiller. Follow these steps to complete the form:
01
Enter your name and details as the donor.
02
Provide information about the recipients of the gifts.
03
Detail the gifts given during the tax year.
04
Calculate the total value of gifts and applicable exclusions.
05
Sign and date the form before submission.
Make sure to review each section thoroughly to avoid errors that could delay processing.
Latest updates to IRS 709

Latest updates to IRS 709

Stay current with any updates to the IRS 709 form that may affect filing. Changes to gift tax regulations can alter the filing requirements. Always refer to the IRS official website or platforms like pdfFiller for the latest updates and amendments.

All You Need to Know About IRS 709

What is IRS 709?

IRS 709 is the United States Gift (and Generation-Skipping Transfer) Tax Return. This form is used by individuals to report gifts made during the year that exceed the annual exclusion amount. It accounts for tax obligations related to gift transfers and generational wealth transfers.

When am I exempt from filling out this form?

You may be exempt from filing IRS 709 if the gifts made are below the annual exclusion amount. Furthermore, gifts to a spouse who is a U.S. citizen, certain educational payments, and medical expenses paid directly to providers can also be exempt from reporting.

Due date

IRS 709 must be filed by April 15 of the year following the calendar year in which the gifts were made. If you need additional time, you can file for an extension using Form 4868, which will provide an additional six months to complete your filing.

How many copies of the form should I complete?

You typically need to submit one copy of IRS 709 to the IRS, but it is wise to keep an additional copy for your personal records and any state tax obligations that may also require reporting.

What are the penalties for not issuing the form?

Failing to file IRS 709 when required can result in penalties and interest on unpaid taxes. The IRS imposes additional charges for late filing, which can significantly increase the amount owed if not addressed promptly.

Is the form accompanied by other forms?

IRS 709 can be accompanied by Form 8992 (U.S. Shareholder Calculation of Global Intangible Low-Taxed Income). Additional forms may be relevant depending on specific gifts or circumstances, but typically the 709 is filed as a standalone document.

What is the purpose of this form?

The primary purpose of IRS 709 is to report and calculate any gift taxes owed on gifts that exceed the annual exclusion limit. It's crucial for individuals who make sizeable gifts to ensure compliance with federal gift tax laws.

Who needs the form?

Individuals who made gifts totaling more than the annual exclusion amount ($15,000 in 2021 and $16,000 in 2022, subject to inflation adjustments) must file IRS 709. Additionally, if gifts are made to certain trusts or for the benefit of others, the form is also required.

Components of the form

The IRS 709 consists of various sections including identification information about the donor and recipient, details of the gifts made, and calculations of the gift tax if applicable. Each section requires specific information to ensure accurate reporting and compliance.

What payments and purchases are reported?

IRS 709 reports gifts of cash and property, including real estate, stocks, and other valuable items. Be aware that not all transactions qualify for the gift tax; only those that exceed the annual exclusion must be reported.

What information do you need when you file the form?

When filing IRS 709, you need the following information: your name and Social Security number, details of the recipient(s), a description of the gifts made, their value, and any exemptions claimed for the gifts.

Where do I send the form?

The completed IRS 709 should be mailed to the address specified in the form's instructions, which typically depends on the donor's state of residence. Ensure you check the IRS website or the form instructions for precise mailing addresses.

FAQ about IRS 709

If you discover an error after filing your IRS 709, the first step is to prepare a corrected version. You can submit an amended form to rectify mistakes in the original submission. Ensure you indicate that the new submission is an amendment by marking it clearly, and address any specific issues noted in your original filing.

To check the status of your IRS 709, you can use the IRS tracking tools available online or contact their customer service. Make sure to have your submission details handy, as it may be required for them to assist you effectively.

Common reasons for rejection can include mismatched names and Social Security numbers or failure to meet certain technical requirements. Carefully review the rejection codes provided by the system; they will guide you on the necessary corrections to avoid similar issues upon resubmission.

When e-filing IRS 709, ensure your software is up to date and compliant with IRS regulations. Check compatibility with your operating system and internet browser, as this can influence your filing experience and success rate.

If you receive a notice about your IRS 709, gather documentation related to the original submission, any supporting documents you included, and correspondence with the IRS. This preparation will help you respond effectively and resolve any queries effectively.

See what our users say

Read user feedback and try pdfFiller to explore all its benefits for yourself
there is always little things to make thing easier to use - so just tips would be good
Rebel
The application works great and the customer service is very good.
Robert
Easy to use, just wish I didn't have to dodge the pop-up balloons every time I needed to enter text.
Scott B
love the features! some of the usability is cumbersome
Jeff
So far, the program performs as promised.
Steve B
Lots of "new" ways to create and edit documents of multiple formats...
Treg John Qualman S
See what our users say
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Trust Seal
Rate free form
4.3
satisfied
42 votes

IRS 709 Form Versions

IRS 709 2025
IRS 709 2024
IRS 709 2023

Related Content

IRS form 709 - Forms and Instructions (PDF)
Form 709 - IRS
About Form 709, United States Gift (and Generation-Skipping ...

Related Forms

Form preview
gift tax exclusion
Count each person only once Have you the donor previously filed a Form 709 or 709-A for any other year If No skip line 18b. Has your address changed since
Fill Now
Form preview
Please wait if this message is not eventually replaced by the proper contents of the
Fill Now
Form preview
LONG TERM PARKING PERMIT APPLICATION FORM - City of Perth ...
Council house, 27 st georges terrace gpo boxc120, perth western australia 6839abn 8378 0118 628phone:
Fill Now
Form preview
Amendment of Foreign Registration Statement (LLC - Foreign)
Secretary of the state of connecticutoffice use telephone: 8605096003email: crd ct.cobweb: .concordsots.ct.govamendment of foreign registration
Fill Now
Form preview
Specified Medical Professions - Genesee General
Application for specified medical professions for professional liability insurance (claims made basis) applicants instructions:1. answer
Fill Now
Form preview
WEDNESDAY, MAY 12
Florida federation of fairs and livestock shows70th annual convention & iafe zone 2 meeting the
Fill Now
Form preview
PETITION REMOVAL FORM
Petition removal formdatefirst nameless nameaddresscityappt./suitestzipsecretary williams,i request to remove my name and signature from consideration
Fill Now
Form preview
va athletic form
Revised january 2021virginia high school league, inc. 1642 state farm blvd., charlottesville, va. 22911page 1
Fill Now
Form preview
Physician Attestation for Mileage Reimbursement Individual ...
Physician attestation for mileage reimbursement individual appointmentsmail claims to: medicare claims department798 park avenue nwnorton,
Fill Now
Form preview
POST CONCUSSION RETURN TO PLAY PROTOCOL FORM
Post concussion return to play protocol formstudentathlete:date of injury:six stage progression of return to playminimum
Fill Now

Related Catalogs

Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
pdfFiller Tax Forms Catalog
Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
Go to catalog

Related Features

Edit Legend in the Bonus Program with ease
Edit Legend in the Debt Settlement Agreement Template with ease
Edit Legend in the Quitclaim Deed with ease
Edit Stain in the Shareholder Agreement Template with ease
Edit Stain in the Tattoo Gift Certificate with ease
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.