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709 extension Form: What You Should Know

If the information you wish to include on Form 709 has been added to the list of information that is to be included in the Return, make sure you follow the procedures described on  Filing Information Related to Gift Tax with Report on Government Pension Plans and Retirement Savings Plans See Forms 5500 and 5600 to obtain the information for Form 709. For information related to Form 709 and information regarding an automatic extension, including the information you are required to provide on a Form 709, view the current version of Form 709 (Form 709-US). Information about Form 709 will be mailed to those individuals who are not required to file Form 709 due to a disability or who have been notified that their information has not yet been received. If you are required to file a Form 709 due to a disability, you are also required to prepare and file Form 709-US (also called Form 709-US-CALCULATED). The United States Postal Service has information about Form 709 and additional information about automatic extensions can be obtained from the United States Postal Service by calling 1-800-ASK-USPS. See Form 709-US: Application for extension of time to file and Form 709-US-CALCULATED (Form 709-US-CALCULATED) (formerly known as Form 709, Automatic Extension of Time to File).

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