Trust and Estate/
709 Gift Tax Return Software
709 Gift Tax Ensure compliance with our 709 gift tax return software for trusts and estates
The 709 module handles:
- Net gifts
- Calculation of the generation-skipping tax on direct skips
- Import information from the donor’s (and consenting spouse’s) prior returns to get started
- Split Gifts: prepare both the donor’s and consenting spouse’s returns simultaneously.
- Crummey trust gifts
- And much more
The 709 gift tax module also includes a reconciliation of annual exclusions report and an interest and penalty calculation.
Our 709 Gift Tax return software can be used as a standalone product, or integrated with other ONESOURCE Trust & Estate Administration modules
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