Modernized e-File (MeF) for gift taxes now offers a secure and accurate way to file the Form 709, United States Gift (and Generation-Skipping Transfer) Tax Return.

Apr 14, 2025 · Form 709 is used to report gifts that exceed the annual exclusion. If you’re gifting big, this form matters. Find out how to file it correctly today.

Aug 7, 2025 · In this post, you’ll learn the key details about gift tax rules, who must file, and how to complete Form 709 accurately to comply with IRS requirements. Understanding Gift Taxes

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.

Nov 14, 2025 · Learn how to file IRS Form 709 for gift and GST tax compliance. Understand exclusions, deadlines, and estate planning strategies.

This form is essential for ensuring compliance with federal tax laws regarding gifts and transfers. Form 709 must be filed by individuals who make taxable gifts that exceed the annual exclusion amount or …

If your spouse disposes (by gift or otherwise) of all or part of the qualifying life income interest, your spouse will be considered to have made a transfer of the entire property that is subject to the gift tax.

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.

Jan 14, 2025 · When you give gifts that exceed the annual exclusion limit, you're required to file a gift tax return (IRS Form 709). On this form, you'll declare the amount of the gift that exceeds the annual …