What is supported
The supported case is a living U.S. donor, individual donee, public security, no gift splitting, no GST transfer, no valuation discount, no trust, no prior Form 709 history, and no current gift tax due.
What the disclosure should capture
A good self-file packet should identify the security, shares or units, gift date, fair market value, adjusted basis, valuation method, donee identity, and relationship. The app generates a disclosure statement from those fields for supported cases.
When to stop
Private company stock, restricted securities, discounts, appraisal questions, trust transfers, and GST facts are outside the current product. Those are not just PDF problems; they often require tax, valuation, or legal judgment.
Try a stock gift packet
Select publicly traded security as the gift type in the gift-entry step. The app will ask for ticker or identifier and shares.