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betsy has been married to pedro for 25 years. pedro is a guatamalan citizen. betsy would like to make an inter vivos transfer to pedro. what the maximum amount that betsy can transfer to pedro without incurring transfer taxes or utilizing her applicable credit during 2022?

User Ibininja
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1 Answer

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Final answer:

The maximum amount that Betsy can transfer to Pedro without incurring transfer taxes or utilizing her applicable credit during 2022 is $15,000 per year. If she wants to transfer more than that, she can use her lifetime gift tax exemption of $12,060,000.

Step-by-step explanation:

In 2022, the maximum amount that Betsy can transfer to Pedro without incurring transfer taxes or utilizing her applicable credit is $15,000 per year as per the annual gift tax exclusion. This exclusion allows individuals to gift up to $15,000 to another person without any tax consequences.

If Betsy wants to transfer more than $15,000, she would need to use her applicable credit, also known as the lifetime gift tax exemption, which allows individuals to gift a certain amount over their lifetime without owing any gift tax. The applicable credit amount for 2022 is $12,060,000.

User LostAtSeaJoshua
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