Bank Statement Converter for Gift Tax Reporting

Tracking gifts you've given or received matters for staying within the annual gift tax exclusion and for filing Form 709 if you've exceeded it. Convert your PDF bank statements to Excel so you can document the date and amount of transferred funds, total gifts given to each recipient across the year, and provide clean records to your tax preparer.

Key Benefits

• Track gifted fund transfers against the annual exclusion limit
• Document gifts given to multiple recipients across the year
• Organize records for Form 709 gift tax return preparation
• Export Excel for your tax preparer or estate attorney
• Free, no account required — your data stays private

How It Works

1. Step 1: Download statements covering the gift transfer dates
2. Step 2: Upload each PDF to Bank Statement Converter
3. Step 3: Select Excel or CSV output
4. Step 4: Total transfers by recipient for your tax preparer

Frequently Asked Questions

Do I need to report every gift I give?

Only gifts exceeding the annual exclusion per recipient typically require Form 709 reporting, so tracking each transfer helps you confirm whether you're over that threshold.

Can this help with a large down payment gift from family?

Yes. Documenting the transfer clearly also supports a mortgage lender's gift letter requirement in addition to gift tax recordkeeping.

Convert a Statement Free