我爸把 人寿保险owner 转到我的名下，我要不要交税？# TAX - 交税与退税
d*5
1 楼
我爸有份人寿保险o，里面value大概有1万多
他想把ownership转到我的名下，as a gift
这样子的话， 人寿保险会不会报告给irs?
我要不要因此报税？
谢谢
他想把ownership转到我的名下，as a gift
这样子的话， 人寿保险会不会报告给irs?
我要不要因此报税？
谢谢
B*e
2 楼
There is gift tax issue. If it qualified for present interest, then your
dad can take $13K annual gift tax exclusion and no gift tax return need to
be filed. If it does not qualify for present interest, he will need to
file a gift tax return. If he still have the $1M exemption, there is no
tax consequences. I am assuming your dad is a U.S. citizen or resident.
【在 d*******5 的大作中提到】
: 我爸有份人寿保险o，里面value大概有1万多
: 他想把ownership转到我的名下，as a gift
: 这样子的话， 人寿保险会不会报告给irs?
: 我要不要因此报税？
: 谢谢
dad can take $13K annual gift tax exclusion and no gift tax return need to
be filed. If it does not qualify for present interest, he will need to
file a gift tax return. If he still have the $1M exemption, there is no
tax consequences. I am assuming your dad is a U.S. citizen or resident.
【在 d*******5 的大作中提到】
: 我爸有份人寿保险o，里面value大概有1万多
: 他想把ownership转到我的名下，as a gift
: 这样子的话， 人寿保险会不会报告给irs?
: 我要不要因此报税？
: 谢谢
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