Get personalized guidance on gift tax rules, Form 709, and the annual exclusion in just 2 minutes.
Start Free Assessment โโ Free to use ยท โ No signup required ยท โ 10,000+ people helped
Get personalized guidance in minutes, not hours
Find out if you need to file a gift tax return this year
See how much you can give tax-free under current rules
Understand complex gift tax rules without legal jargon
Connect with gift tax specialists if you need professional help
Three simple steps to clarity
Tell us who you gave gifts to and the approximate values
Instantly see if you exceed the annual exclusion
Download Form 709 or connect with a tax professional
Join thousands who found clarity
"The gift tax calculator helped me understand that my annual gifts to my grandchildren were within the exclusion. Saved me from filing unnecessary paperwork."
"I was confused about whether paying my grandson's college tuition counted as a gift. Gift.tax explained the qualified transfer rules clearly."
"The step-by-step guidance for Form 709 was exactly what I needed. Much better than reading IRS instructions."
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.
Understand the key terms
The amount you can give to any one person in a calendar year without having to report the gift or us...
The total amount you can transfer during your lifetime or at death without paying federal gift or es...
The IRS form used to report taxable gifts and allocate Generation-Skipping Transfer (GST) tax exempt...
An election that allows married couples to treat a gift made by one spouse as if each spouse made ha...
The tax credit that offsets gift and estate taxes, based on the lifetime exemption amount. For 2024,...
A gift that gives the recipient an immediate right to use, possess, or enjoy the property. Only gift...
Answer a few questions and get your personalized assessment in minutes.
Start Free Assessment โ