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  2. Generation-skipping transfer tax - Wikipedia

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

    The U.S. generation-skipping transfer tax (a.k.a. "GST tax") imposes a tax on both outright gifts and transfers in trust to or for the benefit of unrelated persons who are more than 37.5 years younger than the donor or to related persons more than one generation younger than the donor, such as grandchildren. [1]

  3. Tax returns in the United States - Wikipedia

    en.wikipedia.org/wiki/Tax_returns_in_the_United...

    Tax returns, in the more narrow sense, are reports of tax liabilities and payments, often including financial information used to compute the tax. A very common federal tax form is IRS Form 1040 . A tax return provides information so that the taxation authority can check on the taxpayer's calculations, or can determine the amount of tax owed if ...

  4. Estate tax in the United States - Wikipedia

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

    Estate tax returns as a percentage of adult deaths, 1982–2008. [11] [needs update] The federal estate tax is imposed "on the transfer of the taxable estate of every decedent who is a citizen or resident of the United States." [12]

  5. Trust Tax Rates and Exemptions for 2022 - AOL

    www.aol.com/news/trust-tax-rates-exemptions...

    2022 Ordinary Income Trust Tax Rates. In 2022 the federal government taxes trust income at four levels: 10%: $0 – $2,750. ... so the IRS considers this double taxation. By and large the trust ...

  6. IRS Changes Could Rewrite Your Inheritance Strategy ... - AOL

    www.aol.com/want-leave-assets-heirs-irs...

    In 2021, 6,158 estates were required to file estate tax returns, with just 2,584 of them (42%) paying any tax at all. By including the irrevocable trust assets in the taxable estate, heirs who are ...

  7. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    Trust account • 3 to 6 weeks for uncontested trusts ... Most inheritances from nonretirement accounts don't need to be reported on your federal tax return and don’t count as income, according ...