Federal Gift Tax Preparation

Form 709 Gift Tax Return Software

Prepare IRS Form 709 gift and generation-skipping transfer tax returns in focused Windows software with review, print/PDF and supported e-file workflow.

Buy Form 709View 706 & 709 Suite
$199current tax-year editionView Pricing

Gift Tax Return Software for Form 709

Form 709 preparation can involve current-year gifts, prior taxable gifts, split-gift elections, generation-skipping transfer information and supporting detail. A dedicated gift tax return software workflow helps organize that history and carry the return through review and output.

The current IRS Form 709 instructions identify electronic filing as an available filing method. Product-specific e-file availability still depends on the software release and applicable IRS testing and approval requirements.

Form 709 Preparation Areas

  • Donor and spouse information
  • Current-year reportable gifts
  • Prior taxable gift history
  • Gift-splitting elections when applicable
  • GST exemption allocation and related data
  • Review, print, PDF and supported electronic filing workflow

Gift & Estate Tax Resources

Form 709 Filing RequirementsCommon situations that can trigger a gift tax return.Form 706 vs. Form 709Compare estate tax and gift tax filing purposes.Estate & Gift Tax Software for Law FirmsHow focused desktop tools fit professional workflows.

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.