Description

U.S. Gift Tax—2022

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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)