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gift tax

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gift tax

–noun
a tax imposed on the transfer of money or property from one living person to another by gift, payable by the donor.
Dictionary.com Unabridged
Based on the Random House Dictionary, © Random House, Inc. 2009.
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Financial Dictionary

Gift Tax

A federal tax applied to an individual giving anything of value to another person. For something to be considered a gift, the receiving party cannot pay the giver full value for the gift, but may pay an amount less than its full value. It is the giver of the gift who is required to pay the gift tax. The receiver of the gift may pay the gift tax, or a percentage of it, on the giver's behalf in the event that the giver has exceeded his/her annual personal gift tax deduction limit.

Investopedia Commentary

The following are generally excluded from gift tax:

1. Gifts to one's spouse.
2. Gifts to a political organization for use by the political organization.
3. Gifts that are valued at less than the annual gift tax exclusion for a given year.
4. Medical and educational expenses - payments made by a donor to a person or organization such as a college, doctor or hospital.

As the regulations applied to gift taxes are very complicated, it is best to check with your respective tax authorities if you have given anyone a gift valued at more than $10,000.

Related Links

Getting Started On Your Estate Plan

See also: Asset, Estate, Estate Tax, Gift, Internal Revenue Service - IRS, Philanthropy

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Financial Dictionary

gift tax

A federal tax that is imposed on the giver and determined on the basis of a unified gift and estate tax schedule. Annual gifts above a specified amount per recipient are deducted from a lifetime exemption. This exemption applies jointly to accumulated gifts and to the taxable estate left at death. In most cases, only relatively large gifts incur a tax. See also unified credit.

Wall Street Words: An A to Z Guide to Investment Terms by David L. Scott.
Copyright © 2003. Published by Houghton Mifflin.
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Legal Dictionary

Main Entry: gift tax
Function: noun
: an excise tax imposed on a donor for gifts of property made during the donor's lifetime —see also ANNUAL EXCLUSION, GIFT 3 split gift at GIFT, UNIFIED TRANSFER TAX —compare DEATH TAX, ESTATE TAX, GENERATION-SKIPPING TRANSFER TAX
Merriam-Webster's Dictionary of Law, © 1996 Merriam-Webster, Inc.
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Encyclopedia

gift tax

a levy imposed on gratuitous transfers of property-i.e., those made without compensation. Provisions for such taxes are common in national tax systems

Learn more about gift tax with a free trial on Britannica.com.

Encyclopedia Britannica, 2008. Encyclopedia Britannica Online.
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