How do I get Form 8892, an extension for Form 709 Gift Tax Return using Interview?

Form 8892 is used to pay any gift tax due or if the individual income tax return is not being extended.

  • File Form 8892 should be filed in one of the two following situations.

If Form 1040 - Individual Income Tax Return is being extended and Form 709 - Gift Tax Return has gift tax due:

  1. Select interview Form GIFT-2 - Extension, Payments, Penalties and Interest.
    • In box 30 - Preparation code input 1
      • Double-click on this box for options.
    • In box 31 - Preparation code input as needed.
  2. Calculate return.

If Form 1040 - Individual Income Tax Return is not being extended, but the Form 709 - Gift Tax Return needs to be extended:

  1. Select interview Form GIFT-2 - Extension, Payments, Penalties and Interest.
    • In box 30 - Preparation code input as needed.
      • Double-click on box for options.
    • In box 31 - Preparation code input as needed.
  2. Calculate return.

Notes:

  • If the individual (1040) tax return is being extended, and there is no gift tax due.
  • Nothing more is needed to extend Form 709, Gift tax return. 
    • Do not file Form 8892 in this situation.
  • For more information, see our article on this solution in Worksheet View.
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