709 Gift Tax Return Module

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The ONESOURCE Trust & Estate Administration 709 module

The 709 module handles

  • Net gifts
  • Calculation of the generation-skipping tax on direct skips
  • Importing of information from the donor's prior return
  • Split gifts with spouse including an import from the spouse's 709
  • Crummey trust gifts
  • And much more

The 709 module also includes annual exclusion report and interest and penalty calculation.

The 709 module can be used as a standalone product, or integrated with other ONESOURCE Trust & Estate Administration modules

View the ONESOURCE Trust & Estate Administration 709 module brochure