2024 Gift Tax Exclusion Rules

2024 Gift Tax Exclusion Rules. The return is typically due on april 15th of the year following. In 2024, you can give up to $18,000 to each person in your family without worrying about gift tax.


2024 Gift Tax Exclusion Rules

If you make a gift exceeding the annual exclusion to any one recipient in a single year, you must file a federal gift tax return (form 709) with the irs. The estate and gift tax exemptions are tied together by the tax laws, such that a taxpayer’s lifetime gifts are taken into account in determining the amount of estate tax.

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