Gift tax: how much can I give before I file?

Cash, a house, or help with a down payment. See if you need Form 709 and if any tax is actually due.

The numbers shown are an example. Change them to yours.

What are you giving?

Total value given this year

Number of people receiving (split evenly)

people

Married couple giving together? (gift splitting)

Lifetime exemption already used (per person, from past Form 709s; most people $0)

Gift tax you owe

Each person receives$0
Annual exclusion per person $0
Amount over the exclusion reported on Form 709, comes off your lifetime amount$0
Lifetime exemption left $0
Form 709 needed? due April 15, 2027 for 2026 gifts
California gift tax California has no gift, estate or inheritance tax$0

Next steps

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