Family Sale Gift Tax Estimator

Estimate the gift-tax exposure on a below-market sale from family.

Fair market value ($)

Sale price ($)

Annual exclusion ($/yr)

Lifetime exemption already used ($)

State gift tax rate (% — e.g. CT)

Filing status

Imputed gift

$300,000

After annual exclusion

$282,000

File Form 709?

Yes — IRS Form 709 required

Lifetime exemption left

$27,220,000

Lifetime exemption used (after)

1.0%

Federal gift tax owed now

State-level tax exposure

Note

Heirs inherit seller's basis — capital gains deferred until future sale.

Acerca de esta herramienta

Compute the imputed gift, lifetime-exemption use, and any federal gift tax owed on a below-market real-estate or asset sale. Includes state-level overlay. Direct answer to r/personalfinance 'family wants to sell us their home below market'.

Herramientas relacionadas

Más calculadoras que podrían resultarte útiles.

Rent Affordability Calculator

Find out how much rent you can afford based on your income.

Shopify Shipping Simulator

Estimate shipping cost and margin on a Shopify order.

Appliance Energy Cost Calculator

Calculate how much an appliance costs you per month and per year.

Otras categorías

¿Buscas algo diferente? Explora el resto del catálogo.

Sugerencias patrocinadas

Found a money leak? Track every dollar with a budgeting app
YNAB, Monarch, and Copilot Money all offer free trials. We use YNAB ourselves.
Save on your energy bill: pick a cheaper electricity rate
Compare local rates in 2 minutes with EnergySage (US).
Like this site? You'll love our weekly newsletter
One new tool, one fresh Reddit pain point, every Friday. No spam.

Algunos enlaces a continuación son enlaces de afiliado. Podemos ganar una comisión si compras a través de ellos, sin coste adicional para ti.

Sugerir herramienta