Obtaining an Automatic Filing Extension for Gift Tax Return

What to Do If You Don't Request an Automatic Filing Extension for Income Tax Purposes

If a donor does not request an automatic filing extension for income tax purposes, the donor can obtain one for filing the gift tax return by filing:

  • Form 7004
  • Form 709
  • Form 8892
  • Form 1310

Answer

The correct option is Form 8892

Explanation

If you do not request an extension for your income tax return, the Form 8892 is used to apply for automatic extension of time to file Form 709. It is also used as a payment for gift tax return to request an automatic 6-month extension of time to file your federal gift tax return.

If a donor does not request an automatic filing extension for income tax purposes, how can the donor obtain an extension for filing the gift tax return?

The donor can obtain an extension for filing the gift tax return by filing Form 8892.

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