Self-Prepared Return
The user is responsible for entering accurate information, reviewing the generated packet, signing Form 709, mailing it to the IRS, and retaining records.
No Tax, Legal, Accounting, Or Valuation Advice
The app provides software assistance for supported Form 709 fields. It does not advise whether a transfer is a gift, how to value property, whether disclosure is legally adequate, or whether a filing position is appropriate.
No Professional Review
The current product does not include CPA, EA, attorney, appraiser, or paid-preparer review. Paid-preparer fields should remain blank unless a paid preparer actually prepares the return.
Unsupported Cases
Users should not use the paper MVP for unsupported facts, including gift splitting, GST transfers, trust gifts, real estate, private-company interests, prior Form 709 history, amended returns, Form 709-NA, donor death during the year, or current gift tax due.
No IRS Affiliation
The product is not affiliated with, endorsed by, or approved by the IRS. IRS forms and instructions are public government materials.
Payments And Refunds
Payment and refund terms are not implemented in this public preview. A paid launch needs a clear refund policy, hosted checkout, receipt handling, and support boundaries before accepting payment.