买的那年 It's important to note that buying an I bond counts toward your annual gift tax exclusion amount ($16,000 in 2022) in the year that you buy it, even if you hold on to it in your TreasuryDirect account and don't deliver it to the recipient until later.
买的那年 It's important to note that buying an I bond counts toward your annual gift tax exclusion amount ($16,000 in 2022) in the year that you buy it, even if you hold on to it in your TreasuryDirect account and don't deliver it to the recipient until later. 金银岛 发表于 2023-04-13 22:13
如果你给任何一人的所有gift包括i bond gift这一年加起来不超过16000，不需要告诉IRS。超过的话填 Form 709，也是不需要交gift税的，但这个数目会计入你$12.06 million lifetime gift tax exemption。 If you make a taxable gift (one in excess of the annual exclusion), you are required to file Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return.
It's important to note that buying an I bond counts toward your annual gift tax exclusion amount ($16,000 in 2022) in the year that you buy it, even if you hold on to it in your TreasuryDirect account and don't deliver it to the recipient until later.
谢谢🙏🙏
这么说的话需要填什么税表吗
出处在哪里？
如果你给任何一人的所有gift包括i bond gift这一年加起来不超过16000，不需要告诉IRS。超过的话填 Form 709，也是不需要交gift税的，但这个数目会计入你$12.06 million lifetime gift tax exemption。
If you make a taxable gift (one in excess of the annual exclusion), you are required to file Form 709: U.S. Gift (and Generation-Skipping Transfer) Tax Return.
https://www.moaa.org/content/publications-and-media/news-articles/2022-news-articles/as-inflation-rises,-consider-the-gift-of-i-bonds/
如果是夫妻俩可以各算给一万，就没超过一万六的限额。单身的话似乎超了要填税表709，但并不是说你需要为此交税。要可靠答案的话，最好问你的会计师。
赠与税似乎要individual报。我这两个操作都是用我的td账户，可以算夫妻共同额度吗？