FAQ #32 - Gift Splitting

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  • Опубликовано: 20 дек 2024

Комментарии •

  • @subtletube123
    @subtletube123 2 года назад +1

    Very helpful video. What should I do if there are multiple donees in a year and there isn't enough room in Schedule A to detail each gift?

    • @puritasspringssoftware5544
      @puritasspringssoftware5544  2 года назад

      We have a RUclips video that answers your question. Here's the secure link: 44 - Gift Tax- 10:05 - ruclips.net/video/vLkgxCPnVkQ/видео.html

  • @chipwilder8433
    @chipwilder8433 Год назад +1

    Schedule A for form 709 only has 4 lines available to list gifts. My wife and I are gift-splitting and my wife made 7 individual gifts to our son. How do I list all of these? Thank you in advance! Great video by the way. Hard to believe the IRS form 709 instructions are so difficult to figure out!

    • @puritasspringssoftware5544
      @puritasspringssoftware5544  Год назад +1

      Two things to note. You do not need to use four lines per gift. Also, the app has 8 continuation pages which you may not have noticed. Please don't use RUclips for technical support. Feel free to contact us via phone or email.

  • @jackmasonen
    @jackmasonen 9 месяцев назад +1

    Clear and helpful ! Thanks.

    • @puritasspringssoftware5544
      @puritasspringssoftware5544  9 месяцев назад

      Each spouse receives his or her full annual exclusion and full lifetime exemption.

  • @GrandpaShark
    @GrandpaShark 2 года назад

    My wife & I jointly own a house that we are gifting to our son. Is that considered gift splitting? Or can we just each file a form 709 listing 50% ownership of the house?

  • @jgb8170
    @jgb8170 2 года назад +2

    Very helpful!