Annual Gifting & Lifetime Exemption

Gifts under the annual exclusion are tax-free and don't touch your lifetime exemption. See what counts.

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Applied to exemption

Reduces lifetime exemption
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For 2025 you can give up to 19,000 per recipient (38,000 for a married couple who split gifts) with no gift-tax filing and no effect on your lifetime exemption. Gifts above that reduce the lifetime gift-and-estate exemption (about 13.99 million per person in 2025) but usually create no tax until the exemption is used up. Simplified; a gift-tax return may still be required.

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