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709 GIFT RETURNS Features Checklist
709 GIFT TAX RETURNS
- Provides one-time data entry for gifts
- Automatically places gifts in appropriate schedule
- Provides for non-generation and generation skipping gifts
- One-time data entry of donee information
- Donee Worksheet lists the donees and the gifts they received — it also lists the gross gifts annual exclusion applied to that gift and the net taxable gift
- Automatically calculates the annual exclusion
- Automatically calculates the marital deductions and charitable deduction

709 GIFT RETURNS FORMS
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709 2350* 2688*
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2848 4868* 8275*
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8275-R* 8821
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* Non-calculating form

709 GIFT RETURNS WORKSHEETS
- Donee Information
- Diagnostics
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