Ok, I will keep an eye out for pop ups when I do my taxes this year. I haven’t bought the software yet as I’ve been waiting for a sale. I know the form is a bit complicated, but I think I will be able to do it by hand if necessary without too much problem since my situation should be pretty straightforward. I won’t need to do it until next year anyway. Thanks again for your help!I also have Deluxe + State. I think it was an upgrade to Premium.
Can you elaborate on where you found the 709 form available as an upgrade on your H&R Block software? Also, what version are you using? (I have always used desktop Deluxe + State.) I looked at the 4 desktop options on their website and didn't see the 709 listed in the available forms section. I won't need it for 2024 taxes but would just like to aware of my options when I do need to file it.
Thank you
But it was just a popup about Premium while I was doing my 2025 taxes saying that Premium handled gift taxes, I don't think it mentioned 709 directly. I skipped the upgrade and I don't know how to make it pop up again. And, like you, I can't confirm it in online searches. One message from 2023 said that no HRBlock software covers the 709. Maybe I misunderstood what I was reading.
When I had to do a 709 once in the past, I found an example of a filled-out one online. It was a few years ago.
Statistics: Posted by gnr — Mon Feb 10, 2025 7:26 pm