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Taxes

Gift Tax

Also called: gifting rules, annual gift exclusion

Gift tax exists to stop people avoiding estate tax by giving everything away before death. It works through two allowances: an annual exclusion per recipient that requires no filing, and a lifetime exemption shared with the estate tax. Gifts above the annual amount don't usually create a bill — they consume lifetime exemption and must be reported. Tuition and medical bills paid directly to the institution are exempt entirely.

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