Foreign gift and inheritance reporting screener
Organize gifts, inheritances, foreign estates, and transfers received by a U.S. person.
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Results update as you change the inputs.
Foreign transfer reviewNo headline transfer trigger entered
- Amount received
- $100,000
- Form 3520 review
- Confirm source and relationship
- Foreign tax
- No foreign tax entered
- Evidence to collect
- Gift letters, estate documents, wire records, valuation, ownership, and foreign tax receipts
A gift or inheritance is not automatically taxable income, but reporting, basis, foreign-account, trust, and estate rules can apply. Thresholds and exceptions require current-year review.
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Use the estimate to ask a better question.
Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.