Peterson Wealth Services Inc.
Billy Peterson, CFP®
Shaun R. Peterson, FA
1523 East Skyline Dr
Suite C
So. Ogden, UT 84405
801-475-4002
Fax:801-475-4015
Billy.Peterson@Raymondjames.com
petersonwealthservices.com
 
 




Federal Gift Tax Estimator
Federal Gift Tax Estimator

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

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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).

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

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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.



This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services, Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 


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