Description

U.S. Gift Tax—2024

Number One in Gift (and Generation-Skipping Transfer)Tax. We’re not here because we pay for ad placement. Instead, we earned our placement. Beware of ads. Available in Windows and Mac versions. Note that the Mac version requires Microsoft Word for Mac word processor. The Windows version does not.

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)