CD Wealth Management
Private Wealth & Investment Advisory

16400 Dallas Parkway
Suite 310
Dallas, TX 75248
972-499-6280
investcommittee@cdwealth.com
www.cdwealth.com
 
 




Federal Gift Tax Estimator
Federal Gift Tax Estimator

Enter year of gifts (or project gift tax based upon tax provisions for year entered).

$

Enter amount of current gifts minus any exclusions or deductions (do not reduce amount of gifts by the unified credit applicable exclusion amount).

$

Enter amount of prior gifts (post-1976) minus any exclusions or deductions (do not reduce amount of gifts by the unified credit applicable exclusion amount).

$

Enter amount of unified credit (applicable credit amount) used on prior gifts.

$

Enter amount of the unified credit applicable exclusion amount unused by the last deceased spouse of the surviving spouse whose gift tax is being calculated here. The deceased spouse must die in 2011 or later. Portability of the DSUEA is not available for gifts made before 2011.



This is a hypothetical example intended for illustration purposes only.

This calculator calculates gift tax based upon the taxable gifts that you input. It does not show any amounts that may pass to others using an exclusion or deduction, including any additional gifts to a spouse using the marital deduction.

The deceased spousal unused exclusion amount is available only for estates of decedents dying in 2011 or later and only if an election is made. This calculator reduces the deceased spousal unused exclusion amount used to calculate the unified credit if the amount entered exceeds the basic exclusion amount for the year entered. Portability of the DSUEA is not available for gifts made before 2011.

This calculator does not take into consideration any state taxes.



Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material. This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.