|Investment Concepts, Inc.|
231 E. Buffalo St.
Milwaukee, WI 53202
|Federal Gift Tax Estimator
|Federal Gift Tax Estimator|
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 and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Investment Concepts, Inc. which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2019.