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Gift tax return form 709

helenyin
Level 4

Need to file Form 709 for an individual client. However, I was unable to find Form 709. Could someone tell me where to look for? Can Form 709 be e-filed?

Thank you.

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Accepted Solutions
itonewbie
Level 15

F.709 cannot be e-filed.  It must be filed on paper with the Kansas City service center.

https://www.irs.gov/e-file-providers/modernized-e-file-mef-forms

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Still an AllStar

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13 Comments 13
dascpa
Level 11

Separate download, like 1065, or 1120.

TaxGuyBill
Level 15

You would need to use Professional (on a Pay-Per-Return basis).

Somebody recently said the 709 can not be e-filed, but I don't have any experience with that.

 

Just-Lisa-Now-
Level 15
Level 15

I can confirm there is no option to select Efiling on a 709.   

Whether it CAN be EF but isn't offered in ProSeries, I have no idea.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
itonewbie
Level 15

F.709 cannot be e-filed.  It must be filed on paper with the Kansas City service center.

https://www.irs.gov/e-file-providers/modernized-e-file-mef-forms

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Still an AllStar
helenyin
Level 4

Thanks for letting me know. Still trying to get it downloaded.

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helenyin
Level 4

Thanks for your reply. This means Form 709 is totaling a separate filing from my client's 1040.

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helenyin
Level 4

Got it. Thanks.

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Just-Lisa-Now-
Level 15
Level 15
yes, a separate filing from the 1040.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
helenyin
Level 4

Thank you for the confirmation.

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helenyin
Level 4

Got it. Thank you. Just hate redundant data entries. 

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Accountant-Man
Level 13

You can Transfer data, like names, addresses and SSNS from the 1040 files. See drop down menu in Home Base for transferring. 

There is no other data in 709s that comes from 1040s. 

** I'm still a champion... of the world! Even without The Lounge.
LizPS
Level 4

Is there yet an eFile option for Form 709 for 2022 to be filed in 2023?

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Just-Lisa-Now-
Level 15
Level 15

No, 709s get paper filed.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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