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Level 3
February 2, 2024

form 760 gift for amounts under the yearly limit

  • February 2, 2024
  • 2 replies
  • 8 views

client prepares form 760 each year, this year he gifted only $1,500 to each child, is this years gifts have to be added to his existing accumulated gifting?  So are those "under $17,000 gifts" label Not Taxable part of his accumulated lifetime gift amount-  and each year a form 760 needs to be filed/

Thanks  Joe

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    2 replies

    sjrcpa
    Level 15
    February 2, 2024

    A 706 does not need to be filed for gifts under the annual exclusion amount that qualify for the annual exclusion.

    The more I know the more I don’t know.
    BobKamman
    Level 15
    February 2, 2024

    @sjrcpa He faked us both out, of course it's Form 709 he's asking about, not 706.  

    sjrcpa
    Level 15
    February 2, 2024

    🤣 Yes he did.

    The more I know the more I don’t know.
    Level 3
    February 2, 2024

    Understood-- but is the $1,500 need to be added to his previous accumulated gifts of say $800,000?

    Thanks for your time and knowledge

    BobKamman
    Level 15
    February 2, 2024

    No, and the accumulated gifts should not include any amounts for any years to the extent that they were less than the exclusion.  Form 706 only accumulates the excess gifts over the exclusion.  

    Is he paying you to ask us here for free advice?