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New Member
posted Jun 1, 2019 10:23:00 AM

If I recieve more than 14,000 in gifts, what do I need to file?

My boyfriend helps me with bills so he sends me money and I'm estimating it may or may not exceed more than $14000. What do I need to file for taxes? 1099?

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1 Best answer
Intuit Alumni
Jun 1, 2019 10:23:07 AM

To summarize the above, you, as a gift receiver are not required to report or pay taxes on gifts you received.  The giver of the gift pays any tax due.  However, the giver will not be subject to any tax until the total of all reportable gifts surpasses $5,490,000 (2017 lifetime inclusion amount).  

The annual federal gift tax exclusion allows you to give away up to $14,000 in 2017 to as many people as you wish without those gifts counting against your $5.49 million lifetime exemption.  (After 2017, the $14,000 exclusion may be increased for inflation.)

The following articles give examples of how this works.  In your situation, if your boyfriend gifts you 14,000 or less, nothing gets reported and his lifetime inclusion remains at $5.49 million.  If he gifts you 15,000, he would complete a gift tax return which would reduce his lifetime inclusion by $1K to $5,489,000, meaning he can still gift that amount before paying any tax.  

4 Replies
Level 15
Jun 1, 2019 10:23:02 AM

Gifts that you receive are not taxable and do not get entered on your tax return. If an individual gave more than $14,000 to another person they are supposed to complete a Form 709 for the gift.  But if the gifts given do not exceed over $5.4 million in their lifetime there is no tax due.

New Member
Jun 1, 2019 10:23:05 AM

@xmasbaby0 thank you! Also, are the gift givers required to submit the name of the gift reciever?

Level 15
Jun 1, 2019 10:23:05 AM
Intuit Alumni
Jun 1, 2019 10:23:07 AM

To summarize the above, you, as a gift receiver are not required to report or pay taxes on gifts you received.  The giver of the gift pays any tax due.  However, the giver will not be subject to any tax until the total of all reportable gifts surpasses $5,490,000 (2017 lifetime inclusion amount).  

The annual federal gift tax exclusion allows you to give away up to $14,000 in 2017 to as many people as you wish without those gifts counting against your $5.49 million lifetime exemption.  (After 2017, the $14,000 exclusion may be increased for inflation.)

The following articles give examples of how this works.  In your situation, if your boyfriend gifts you 14,000 or less, nothing gets reported and his lifetime inclusion remains at $5.49 million.  If he gifts you 15,000, he would complete a gift tax return which would reduce his lifetime inclusion by $1K to $5,489,000, meaning he can still gift that amount before paying any tax.