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Do You Need to File a Gift Tax Return?

Get personalized guidance on gift tax rules, Form 709, and the annual exclusion in just 2 minutes.

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Form 709 Guidance

Find out if you need to file a gift tax return this year

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Exclusion Calculator

See how much you can give tax-free under current rules

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Plain English Explanations

Understand complex gift tax rules without legal jargon

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CPA Matching

Connect with gift tax specialists if you need professional help

How It Works

Three simple steps to clarity

1

Describe Your Gifts

Tell us who you gave gifts to and the approximate values

2

Get Your Assessment

Instantly see if you exceed the annual exclusion

3

Take Next Steps

Download Form 709 or connect with a tax professional

What People Are Saying

Join thousands who found clarity

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"The gift tax calculator helped me understand that my annual gifts to my grandchildren were within the exclusion. Saved me from filing unnecessary paperwork."

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"I was confused about whether paying my grandson's college tuition counted as a gift. Gift.tax explained the qualified transfer rules clearly."

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"The step-by-step guidance for Form 709 was exactly what I needed. Much better than reading IRS instructions."

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Frequently Asked Questions

Get answers to common questions

The gift tax is a federal tax on transfers of money or property to another person while receiving nothing (or less than full value) in return. The tax applies to the donor, not the recipient.

For 2024, you can give up to $18,000 per recipient without filing a gift tax return. Married couples can give up to $36,000 per recipient by splitting gifts.

The lifetime gift and estate tax exemption is $13.61 million per person for 2024. Gifts exceeding the annual exclusion count against this lifetime limit.

You must file IRS Form 709 (United States Gift Tax Return) if you gave gifts exceeding the annual exclusion ($18,000 in 2024) to any one recipient during the year.

Form 709 is due on April 15th of the year following the gift (same as your income tax return). You can request an automatic 6-month extension.

No, gifts to a U.S. citizen spouse qualify for the unlimited marital deduction and are not subject to gift tax, regardless of amount.

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