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  2. How Much Money Can I Gift Without Owing Taxes? - AOL

    www.aol.com/much-money-gift-without-owing...

    For 2023, the annual gift tax exemption is $17,000, up from $16,000 in 2022. ... you will have to pay a tax on the amount of gifts that are over the limit. ... The federal government would then ...

  3. Gift tax in the United States - Wikipedia

    en.wikipedia.org/wiki/Gift_tax_in_the_United_States

    Gifts above the annual exemption amount act to reduce the lifetime gift tax exclusion. [14] Congress initially passed the gift tax in 1932 at a much lower rate than the estate tax, a full 25% under the estate tax rate, while also providing a $50,000 exemption, separate from the $50,000 exemption under estate tax. [ 15 ]

  4. What Are Gift Tax Rates and When Do You Have To Pay? - AOL

    www.aol.com/gift-tax-rates-pay-210701793.html

    The annual gift tax exclusion means the gift amount does not count toward your lifetime gift tax exclusion limit — and is not subject to gift taxes. The annual gift tax exclusion is per ...

  5. 2023 Tax Changes You Need to Know About Now - AOL

    www.aol.com/keep-tax-changes-mind-2023-164601836...

    The estate and gift tax exemption for the 2023 tax year is $12.92 million (up from $12.06 million in 2022). ... As for the annual gift tax exclusion – the amount of tax-free money you can give ...

  6. Gift tax - Wikipedia

    en.wikipedia.org/wiki/Gift_tax

    Not eligible for the annual exclusion are the gifts that allow the recipient unrestrained access only at a later date or a future interest and these are fully taxable. [8] There is a technique known as Crummey power that enables a gift that is not eligible for a tax exclusion and enables individuals to receive it as the gift that is tax ...

  7. Crummey trust - Wikipedia

    en.wikipedia.org/wiki/Crummey_trust

    However, the annual gift exclusion from the gift tax ($17,000 per individual and $34,000 per married couple as of 2023 [1]) is only available for gifts of so-called present interests. Normally, a gift into a trust that comes under control of the beneficiary at a future date does not constitute a present interest.

  8. What Counts Toward the Gift Tax? - AOL

    www.aol.com/finance/counts-toward-gift-tax...

    If you give someone cash or property valued at more than the 2023 annual exclusion limit of $17,000 ($34,000 for married joint filers), you'll have to fill out Form 709 for gift tax purposes. But ...

  9. Estate tax in the United States - Wikipedia

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

    The fiscal year 2014 budget called for returning the estate tax exclusion, the generation-skipping transfer tax and the gift-tax exemption to the 2009 level, $3.5 million, in 2018. [45] The exemption amounts set by the Tax Cuts and Jobs Act of 2017, $11,180,000 for 2018 and $11,400,000 for 2019 again have a sunset and will expire 12/31/2025