709 Gift Tax File returns quickly and easily with 709 gift tax software for trusts and estates

Why choose 709 Gift Tax

Generate federal gift tax returns with 709 software from Thomson Reuters ONESOURCE. The module handles net gifts, calculation of the generation-skipping tax on direct skips, Crummey trust gifts, and much more. Features include the annual exclusion report and interest and penalty calculation.

Useful links

What you get with our 709 gift tax software

Easy data imports

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.

Seamless Integration

Use our 709 Gift Tax software as a stand-alone product or integrate it with other trust and estate products.

Ready to start a conversation?

Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you. Or you can call a representative in your region at +1 800 331 2533.