Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 6523

Personal Finance (Not Investing) • joint accounts and "gifts" (complicated scenario question)

$
0
0
I have a weird case here and am trying to understand the tax scenario here.

There are two joint accounts (See below) and 3 people involved (persons "A", "B", and "C")
Joint account 1 = A + B
Joint account 2 = A + C

If person "A" transfers 50K is transferred between joint account 1 to joint account 2, is there any gift tax required?

Statistics: Posted by randompacking — Tue Dec 26, 2023 10:54 am — Replies 2 — Views 130



Viewing all articles
Browse latest Browse all 6523

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>