Generating Form 709, Gift Tax Return in ProConnect Tax

If you receive an error message along the lines of You currently don't have permissions to [action]. Contact your firm's Admin for authorization either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.

How do you generate Form 709, United States Gift (and Generation-Skipping Transfer) tax returns in ProConnect Tax?

1. Go to your Tax Returns list.
2. Select Create tax return.
3. In the Client screen, select Add new.
4. In the Add New Client window, select Individual (1040, 709) and enter your client's taxpayer information.
5. Select Save.
6. Under the Tax return section in the Type field, select 709 - Gift from the dropdown menu.
7. Select Save.
   • The program will take you to the General, Client Information screen under the Input Return tab.
8. In the Details: Client Information screen, enter the Taxpayer Information.
9. Under the Spouse Information section, select the Gift Splitting box if gifts will be split between the taxpayer and spouse.
10. Enter the Spouse Information in the applicable fields.
    • If the spouse will file Form 709, select the box Will File Form 709.  This will generate a spouse's Form 709 on the Forms tab.
    • Select the box Married Entire Year if applicable, or complete During the year and Date change in above state.
11. Complete the applicable information in the Taxpayer Address/Contact Info section.

For each Gift Return, you must enter the Firm Information and Preparer Information on the Client Information screen.

Related topics:

• Common questions about Form 709 (Gift Tax Return) in ProConnect Tax