r***n
发帖数: 496 | 1 去年有人给孩子买GET POINT超过13K么? 好象要填FORM709去免GIFT TAX. 在TURBO TAX
里找了半天没找到. | i***d
发帖数: 878 | 2 GET不抵税也不收税吧。。。您哪里听说要填709的？
http://www.get.wa.gov/faq.shtml#22a
I bought units last year. Do I need to report anything on my federal
income tax return?
If you made contributions to your account but did not make any
withdrawals, you generally don't need to report anything on your federal
income tax return. Your contributions are non-deductible. Please review
IRS Publication 970 or consult a tax advisor for details.
TAX
【在 r***n 的大作中提到】
: 去年有人给孩子买GET POINT超过13K么? 好象要填FORM709去免GIFT TAX. 在TURBO TAX
: 里找了半天没找到.
| l*******u
发帖数: 12906 | 3 这些钱仍然在你的名下（除非你用小孩名字开的户），小孩只是将来的收益人而已。
【在 r***n 的大作中提到】
: 去年有人给孩子买GET POINT超过13K么? 好象要填FORM709去免GIFT TAX. 在TURBO TAX
: 里找了半天没找到.
| r***n
发帖数: 496 | 4 If an Account Owner’s investment in an account for a Student
Beneficiary in a single year is greater than $13,000 ($26,000 per
married couple), the Account Owner may elect for federal gift tax
purposes to treat the investments up to $65,000 ($130,000 per
married couple) as having been made proportionately over a fiveyear
period. However, if the Account Owner dies before the fiveyear
period has elapsed, the portion of the investment allocable
to years remaining in the five-year period (except for earnings on
such investment) would be includable in the Account Owner’s
estate for federal estate tax purposes.
不知道什么意思.从PROGRAM DETAIL里看到的.
【在 l*******u 的大作中提到】
: 这些钱仍然在你的名下（除非你用小孩名字开的户），小孩只是将来的收益人而已。
| l*******u
发帖数: 12906 | 5 俺的理解with an example
假设买了500点
$101*500=$50500
摊到一年是10100，不用file
如果账号的owner五年内挂了，别人（配偶或者受益人）替他去file
【在 r***n 的大作中提到】
: If an Account Owner’s investment in an account for a Student
: Beneficiary in a single year is greater than $13,000 ($26,000 per
: married couple), the Account Owner may elect for federal gift tax
: purposes to treat the investments up to $65,000 ($130,000 per
: married couple) as having been made proportionately over a fiveyear
: period. However, if the Account Owner dies before the fiveyear
: period has elapsed, the portion of the investment allocable
: to years remaining in the five-year period (except for earnings on
: such investment) would be includable in the Account Owner’s
: estate for federal estate tax purposes.
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