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TRANSFERRING STOCK TO SEATTLE UNIVERSITY Making a stock gift is an easy and taxwise way to invest in Seattle University. A gift of appreciated securities saves taxes twice. You may receive an income

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How to fill out tax considerations when gifting

01

Determine the value of the gift being given.

02

Consult with a tax professional to understand the potential tax implications.

03

Fill out any necessary gift tax forms required by the IRS.

04

Keep detailed records of the gift given and any related documentation for tax purposes.

Who needs tax considerations when gifting?

01

Individuals who are giving gifts that exceed the annual gift tax exclusion amount (currently $15,000 per recipient per year).

02

Anyone looking to ensure they are in compliance with tax laws and regulations when giving gifts.

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What is tax considerations when gifting?

Tax considerations when gifting refer to the IRS rules regarding the transfer of property or money without receiving something of equal value in return, primarily focusing on gift tax thresholds.

Who is required to file tax considerations when gifting?

The donor (the person giving the gift) is typically required to file tax considerations when gifting, especially if the value of the gift exceeds the annual exclusion limit.

How to fill out tax considerations when gifting?

To fill out tax considerations when gifting, donors must complete IRS Form 709, the United States Gift (and Generation-Skipping Transfer) Tax Return, providing details about the gifts made.

What is the purpose of tax considerations when gifting?

The purpose of tax considerations when gifting is to ensure the IRS is informed of significant gifts that may affect an individual's tax obligations and to prevent tax avoidance through gifting.

What information must be reported on tax considerations when gifting?

Donors must report the recipient's name and social security number, description of the gift, date of the gift, and the fair market value of the gift on the tax considerations when gifting.

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