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Gift splitting on form 709
Because of an inheritance I received, I made 6 gifts in 2021 and all exceeded the gift limit. Some gifts were made from an account owned solely by me and others from an account owned by both my husband and me. He'll sign the consent with no problem, so is it OK to categorize all the gifts from me, have both of us complete our own 709s and take advantage of the dual exclusion?
‎April 12, 2022
6:05 PM