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Taxes
Gift Tax Resources

IRS Form 709

Report taxable gifts and generation-skipping transfer activity.

Gift Tax Filing Requirements

Understand when gifts above the annual exclusion must be reported.

Gift Splitting

Learn how spouse consent applies when electing gift splitting.

Donee Details

Keep recipient names, addresses, and gift values organized.

Generation-Skipping Transfers

Capture GST-related gift information when it applies.

Form 709 Due Date

Review the April 15 deadline and available extension options.

Gift Tax Exclusions

Track annual exclusion, lifetime exemption, and taxable gift amounts.

Amended Gift Tax Returns

Correct previously filed Form 709 details when an amendment is needed.

Secure Online Filing

Prepare, review, and submit your return through a guided workflow.

Start Filing

Create an account and begin your Form 709 return.
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