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  2. IRS Increases Gift and Estate Tax Exempt Limits - AOL

    www.aol.com/finance/irs-increases-gift-estate...

    Barring an extension or new legislation, the lifetime estate and gift tax exemption is due to revert to the pre-2017 Tax Cuts and Jobs Act level of $5.49 million at midnight on Dec. 31, 2025.

  3. Estate Tax Rates, Limits, Exemptions and Other Rules ... - AOL

    www.aol.com/estate-tax-rates-limits-exemptions...

    The federal estate tax exemption — also referred to as the estate tax exclusion — is $11.7 million per person as of 2021. A married couple can effectively leave behind $23.4 million combined.

  4. Estate tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Estate_tax_in_the_United...

    According to the Economic Growth and Tax Relief Reconciliation Act of 2001, the applicable exclusion increased to $3,500,000 in 2009, and the estate tax was repealed for estates of decedents dying in 2010, but then the Act was to "sunset" in 2011 and the estate tax was to reappear with an applicable exclusion amount of only $1,000,000.

  5. Tax Cuts and Jobs Act - Wikipedia

    en.wikipedia.org/wiki/Tax_Cuts_and_Jobs_Act

    For deaths occurring between 2018 and 2025, estates that exceed $11.2 million are subject to a 40% estate tax at time of death, increased from $5.6 million previously. For a married couple aggregating their exemptions, an estate exceeding $22.4 million is subject to a 40% estate tax at time of death. [38]

  6. States that tax Social Security benefits — including changes ...

    www.aol.com/finance/states-that-tax-social...

    Rhode Island. Rhode Island exempts ... Income between $60,000 and $75,000 is eligible for a partial tax exemption, with no exemption for income of $70,000 and higher. ... 2025 tax year — 65% of ...

  7. Generation-skipping transfer tax - Wikipedia

    en.wikipedia.org/wiki/Generation-skipping...

    The exemption amount is increased annually by an inflation adjustment as is the estate/gift tax exemption. With the enactment of the Tax Cuts and Jobs Act of 2017, these exemptions were doubled through December 31, 2025. Thus, as of January 1, 2024, the GST exemption amount is $13.61 million per person (inclusive of the inflation adjustment ...

  8. Tax season is upon us. Everything you need to know to file in ...

    www.aol.com/tax-season-upon-us-everything...

    Rhode Island earned income tax credit will increase to 16% for 2024 tax year Rhode Island's earned income tax credit is 15% of the federal tax credit for taxes filed this year, but it will be 16% ...

  9. Homestead exemption - Wikipedia

    en.wikipedia.org/wiki/Homestead_exemption

    Mississippi exemption from all ad valorem taxes assessed to property; this is limited to the first $7,500 of the assessed value or $300 of the actual exempted tax dollars. [ 10 ] New York 's School Tax Relief (STAR) program exempts the first $30,000 of a primary home's assessed value from school district taxes; the exemption is limited to ...