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If your 2024 gift was $18K or under, you do not need to file a return. Regarding your second question, even though the annual gift exceeded $18K, the donor need not pay taxes so long as the overage ($7K in your example) is within the lifetime exclusion of $13M. In most cases you're safe.

Sorry about the omission. Product Information can be found at our website (www.puritas-springs.com/product/spousal-support). Let me know if we can assist you further.

Hi! You can find our Spousal Support software here: www.puritas-springs.com/product/spousal-support/

Thanks for your inquiry. Print and mail your return.

​@@puritasspringssoftware5544 ty

Thanks for the question. Following the prompt on Form 709, Part II, Line 4, $720 is the tax on the amount on line 3.

You're welcome. This is a very interesting area with much potential usefulness to offices of all kinds. Please stay tuned for some more videos on this and related topics. Thanks again and have a pleasant weekend.

Sounds very interesting and important work.

You're welcome!

You're welcome!

Don't be a stranger.

Thank you for letting me know you enjoyed it. It's what encourages Larry and myself to create additional videos.

You're welcome.

Each spouse receives his or her full annual exclusion and full lifetime exemption.

Thanks for the encouraging words. We'll try to follow up on any other hidden uses libraries have. Have a great day.

@@puritasspringssoftware5544 I've learned that "Optimizing" a library is similar to using the "Customize" tab for folder properties. It has nothing to do with disk storage as I originally thought. It refers to the way the objects in the Library are shown and the default menus for them. 🙂

Done!

Thanks for the encouraging words. I appreciate it.

This link may help: U.S. Estate Tax - 10:52 - ua-cam.com/video/1MmSgBYeI0E/v-deo.html

Thanks for your question. We hope to publish a new video very soon that will specifically address the issue of preserving a deceased spouse's unused exemption. Unfortunately, my experience with estate tax issues does not include community property states (I'm from Ohio), so I'm not able to advise you on this issue.

Thanks Ernie. I'll look forward to the the new video on preserving a deceased spouse's unused exemption

It makes our day to know that you found the video helpful. Please accept our sincere thanks for taking the time to let us know. Have a pleasant day.

All of our apps export to the word processor, therefore documents could be made adaptable to other jurisdictions. However, much would depend on the extent to which the document had to be modified. It may be prudent for you to try the free trial and compare the documents in terms of how much modification would be needed. Please accept my sincere thanks for your inquiry.

Glad it was helpful! I sincerely appreciate your kind words. Have a pleasant day

Two things to note. You do not need to use four lines per gift. Also, the app has 8 continuation pages which you may not have noticed. Please don't use UA-cam for technical support. Feel free to contact us via phone or email.

Any form, no matter how complicated, can be completed by hand. However, the video demonstrates how the application handles the Line 4 issue. The fact that you asked this question suggests that you need the software. No one completes tax forms by hand any longer. At any rate, we hope we've given you some food for thought and we thank you for your inquiry. Best wishes from Puritas Springs Software.

We sincerely appreciate comments like yours. They are encouraging. Thank you and have a safe, healthy, happy new year.

Yes, the app is used in all counties. It has all the "Standard Probate Forms" published by the Ohio Supreme Court, and you'll find a complete list on the probate Product Information page. It does not have local forms.

Sincere thanks for the encouraging word.

I'm sorry, we can't answer tax-related questions like yours in this forum.

Yes, only for Ohio.

We have a UA-cam video that answers your question. Here's the secure link: 44 - Gift Tax- 10:05 - ua-cam.com/video/vLkgxCPnVkQ/v-deo.html

It's a pleasure to get emails like yours. Thanks for taking the time to let me know.

Thanks. We appreciate your encouraging words.

Thanks for your inquiry. The application looks that amount up based on the line 3 amount. By the way, this UA-cam section is for comments rather than questions. If you have a question you should email or give us a call.

Glad it was helpful! Thanks for watching.

We don't know what you're talking about. Ernie was serious.

Thanks for your encouraging words.

This area is for comments. For questions you must give us a call. In your case, a call is necessary because we need a bit more information to answer your question.

Mr. Martinez, accept my sincere thanks for the encouraging words.

You can use this link to our secure Order Form: www.puritas-springs.com/order_form.aspx

Good question. I don't recall trying that when I was setting things up last year. I think the monitor receives a signal that is a duplicate of the laptop screen. That means that if your screen shuts off when you close the top-which I believe my HP does-then the monitor will be blank as well. I seem to remember closing my lid, but not quite all the way, to get around the problem.

Thanks for your inquiry and your kind words. We use Camtasia.

At www.puritas-springs.com. Thanks for your inquiry.

Of course, it is not authentic.

@@puritasspringssoftware5544 okay just, concerned, first time watching UA-cam channel.

@@AnotherBuddha We understand and appreciate your concern.

Form W-2 is not usually involved in the preparation of Form 709, wages being payment for services rather than gifts.

Yes

ernest zore thank you. My boyfriend is trying to fill out the paperwork.

@@albanyballard5944 Call me if you need help. Ernie

No. There is a complete list of included forms on the product information page of our web site: puritas-springs.com

The Form W-2 is not typically involved the preparation of Form 709 because wages are not gifts.

Thanks for the feedback, I appreciate your taking the time to let us know.