Form 709 for Two Donees

Jan 17, 2022 Last reply: 4 years ago 2 Replies

If I give gifts that exceed the gift tax exclusion amount to two donees, do I file two Forms 709 or do I report both on the same form?


You file a single 709 for each calendar year where you made one or more gifts in excess of the annual exclusion.

Ira Smilovitz, EA Leonia, NJ

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