U.S. Gift Tax

U.S. Gift Tax (P709) is available for Windows (Windows 10, Windows 8, Windows 7, and Windows Vista) and Mac OSX (Version 10.8 and greater).  Note that the Mac version requires Microsoft Word for Mac word processor. The Windows version does not. Prior years are available on request by inserting the year you require in the Note field of our Order Form.

 

Note About The Screen Illustration

The above screen illustration may be heavily compressed depending on your monitor resolution. On wide screen monitors at a higher resolution the illustration renders more realistically, however, if it's distorted on your screen, click on this PDF link for a detailed, full-size image.

Tree View. The tree view provides instant, one-click access to any of the forms and schedules. It's always in view and never buried under other windows. It gives you an outline to follow in completing a return. See the left portion of the screen illustration below.

Graphic User Interface. The new user interface trades the old paper-look for a screen that is designed to make entering information a breeze, to be easy on the eyes, and to make help more readily available. See the screen illustration below. Note the help button that accompanies certain fields, i.e., line 10.

Banishing The Worksheet. The worksheets that work so well in programs with repetitive data entry - like the probate program - were not well suited to the gift tax data entry system, so we replaced the gift tax worksheet in favor of a direct entry system. Just point to a schedule and make your entry. Continuation sheets are easily accessed.

IRS Instructions. The IRS gift tax instructions and form exemplars are just a mouse click away on the Help menu.

Miscellaneous

Other than refining the look and feel of this year's version, you'll find all the features you've enjoyed in prior versions:

• Does all the calculations automatically

• No return limit; prepare as many gift tax returns as you wish

• Opens and saves files to any designated location

• Imports last year's files

• Produces print shop quality forms and schedules for filing with the IRS

Included Forms

• Form 709 - U.S. Gift (and Generation-Skipping Transfer) Tax Return
• Schedule A - Computation of Taxable Gifts
• Schedule B - Gifts from Prior Periods
• Schedule C - Deceased Spousal Unused Exclusion (DSUE) Amount
• Schedule D - Computation of Generation-Skipping Transfer Tax
• Schedule A - Continuation pages for Part 1 (gifts subject only to gift tax) (gifts made by donor)
• Schedule A - Continuation pages for Part 1 (gifts subject only to gift tax) (gifts made by spouse)
• Schedule A - Continuation pages for Part 2 (direct skips)(gifts make by donor)
• Schedule A - Continuation pages for Part 2 (direct skips)(gifts make by spouse)
• Schedule A - Continuation pages for Part 3 (indirect skips) (gifts made by donor)
• Schedule A - Continuation pages for Part 3 (indirect skips) (gifts made by spouse)
• Schedule B - Continuation for Gifts From Prior Periods
• Schedule B - Column C, Unified Credit Allowable for Prior Periods Worksheet
• Schedule D - Continuation page for Part 1—Generation-Skipping Transfers (transfers by donor)
• Schedule D - Continuation page for Part 1—Generation-Skipping Transfers (transfers by spouse)
• Schedule D - Continuation page for Part 3—Tax Computation (gifts by donor)
• Schedule D - Continuation page for Part 3—Tax Computation (gifts by spouse)