Professional Form 709 Preparation
Track current-year gifts, prior taxable gifts, donor information and return status in a dedicated desktop application.
Core Capabilities
- Form 709 and supporting schedule preparation
- Built-in validation before filing
- Prior gift and exemption history tracking
- Gift-splitting and spouse consent workflow
- Generation-skipping transfer information
- Print, PDF and client-copy output
- Supported e-file acknowledgment and status workflow
Electronic filing: IRS Modernized e-File supports the Form 709 family. Availability in this product depends on ERICH Incorporated completing all applicable IRS software-developer, provider and testing requirements for the filing year.