📄 Forms & Documents
Find and download official forms you may need
Form 709 - United States Gift (and Generation-Skipping Transfer) Tax Return
The primary IRS form for reporting taxable gifts. Required when gifts to any individual exceed the annual exclusion amount.
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Form 709 Schedule A - Computation of Taxable Gifts
Used to list and describe all gifts made during the calendar year that are subject to gift tax.
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Form 4868 - Application for Automatic Extension
Request an automatic 6-month extension of time to file Form 709. The extension is for filing only, not for payment.
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Form 8892 - Application for Extension of Time To File Form 709
Alternative extension form specifically for gift tax returns when you need additional time beyond the automatic extension.
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Form 2848 - Power of Attorney and Declaration of Representative
Authorizes a tax professional to represent you before the IRS regarding your gift tax matters.
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Publication 559 - Survivors, Executors, and Administrators
IRS guidance covering estate and gift tax responsibilities for executors and administrators.
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