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  2. Lifetime estate gift tax & annual gift exclusions | Fidelity

    www.fidelity.com/viewpoints/wealth-management/...

    Annual federal gift tax exclusion. In 2024, an individual can make a gift of up to $18,000 a year to another individual without federal gift tax liability. There's no limit on the number of individual gifts that can be made, and couples can give double that amount if they elect to split gifts.

  3. What Is the Lifetime Gift Tax Exemption for 2024? - SmartAsset

    smartasset.com/.../lifetime-gift-tax-exemption

    The lifetime gift tax exemption is tied to both the annual gift tax exclusion and the federal estate tax. This guide explains how they are all connected.

  4. Frequently asked questions on gift taxes | Internal Revenue ...

    www.irs.gov/businesses/small-businesses-self...

    Find common questions and answers about gift taxes, including what is considered a gift, which gifts are taxable and which are not and who pays the gift tax.

  5. Additionally, the lifetime estate and gift tax exemption will increase to $13.99 million per individual for 2025, up from $13.61 million in 2024.

  6. Navigating Annual Gift Tax Exclusion Rules | Charles Schwab

    www.schwab.com/.../estate-tax-and-lifetime-gifting

    Each donor (the person making the gift) has a separate lifetime exemption that can be used before any out-of-pocket gift tax is due. In addition, a couple can combine their exemptions to get a total exemption of $27.22 million.

  7. Gift Tax: 2024-2025 Limits, Exclusion Amounts - NerdWallet

    www.nerdwallet.com/article/taxes/gift-tax-rate

    Taxpayers typically only pay gift tax on the amounts that exceed the allotted lifetime exclusion, which is $13.61 million in 2024 and $13.99 million in 2025. Gift tax rates range from 18% to 40%.

  8. Estate and Gift Tax FAQs | Internal Revenue Service

    www.irs.gov/newsroom/estate-and-gift-tax-faqs

    In general, the Gift Tax and Estate Tax provisions apply a unified rate schedule to a person’s cumulative taxable gifts and taxable estate to arrive at a net tentative tax. Any tax due is determined after applying a credit based on an applicable exclusion amount.