Interactive Gift Tax Strategy Calculator on Form 709 (U.S. Gift Tax Return)

Interactive Gift Tax Strategy Calculator

Gift Tax Strategy Calculator

See how gift tax rules apply in real-time. Model your gifts and instantly visualize their impact on your lifetime exemption.

$

Total Taxable Gift:

$0

This is the amount that will be applied against your lifetime exemption.

2024 Lifetime Exemption Usage

$13,610,000 remaining

Other Key Tax-Free Transfers

Medical Exclusion

You can pay unlimited medical expenses for someone else, as long as you pay the provider directly. This is not a taxable gift.

Educational Exclusion

You can pay unlimited tuition for someone else. Payments must be made directly to the educational institution.

Marital & Charitable Deductions

Gifts to your U.S. citizen spouse or to qualified charities are generally unlimited and fully deductible, meaning they are not subject to gift tax.

© 2025 Gift Tax Strategy Calculator. For informational purposes only.

This tool does not constitute tax advice. Please consult a qualified tax professional.

COCOMOCPA

Financial Controller / CPA

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