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Tag: gift tax return

02Jun

Changes for the Gift Tax and Estate Tax

Posted by markelderlawon June 2, 2023June 2, 2023in Estate Planning
grandparents watching granddaughter color at table

Prior to 2023, the maximum amount that a person could gift without filing a gift tax return was $16,000 per person.  If an individual transferred gifts worth more than $16,000 to one person in a year, then the person who…

Read More Changes for the Gift Tax and Estate Tax

08Apr

IRS Increases Annual Exclusion for Gifts

Posted by markelderlawon April 8, 2022in Estate Planning
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If you provide too much money as a gift to someone during a year then you may have to file a gift tax return with the IRS.  The gift tax return is known as Form 709.  If the total gifts…

Read More IRS Increases Annual Exclusion for Gifts

07May

Medicaid Does Not Allow Gifts of $15,000 Per Year

Posted by markelderlawon May 7, 2020July 1, 2022in Medicaid
elderly couple holding hands in the woods

If a person provides gifts within five years of the Medicaid application, then the County Board of Social Services will presume that those gifts were provided for Medicaid planning.  The individual who provides gifts within five years of the application…

Read More Medicaid Does Not Allow Gifts of $15,000 Per Year

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