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Gift Tax Calculator
Gift Tax Calculator
Estimate whether a gift may use part of your lifetime exemption, require Form 709, or create a federal gift tax issue.
Your Gift
Gift splitting generally requires both spouses to file Form 709 consenting to split gifts.
Excluded Direct Payments
Tuition paid directly to the school may be excluded from gift tax. Room, board, books, and supplies generally do not count for this exclusion.
Qualified medical expenses paid directly to the provider may be excluded from gift tax.
Lifetime Exemption
This means prior gifts above annual exclusions that already used part of your lifetime estate and gift tax exemption.
Estimated Result
Enter your information and calculate your estimate.
Estimated taxable gift: $0 Form 709 result will appear here.
Total Gift$0
Annual Exclusion Used$0
Lifetime Exemption Remaining$0
Estimated Gift Tax Due$0
| Annual Exclusion Per Recipient | $0 |
| Total Gifts Before Exclusions | $0 |
| Direct Tuition / Medical Excluded | $0 |
| Gift Amount Subject to Annual Exclusion | $0 |
| Annual Exclusion Applied | $0 |
| Taxable Gift Using Lifetime Exemption | $0 |
| Lifetime Exemption for Year | $0 |
This calculator is for educational purposes only and estimates federal gift tax consequences using simplified rules. It does not prepare Form 709, calculate generation-skipping transfer tax, value hard-to-price assets, determine present interests versus future interests, handle trusts, Crummey notices, business interests, foreign gifts, state gift or estate taxes, nonresident alien rules, community property rules, charitable deduction limits, or prior filing errors. Gift tax rules are technical. Consult a qualified tax or estate planning professional before making large gifts.
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