For the things you give

Understand your gifts. Know your next step.

A little clarity goes a long way. Ask in your own words, explore the rules, organize your giving, and prepare for what comes next.

Have you gifted anything this year? Upload your exported statements — Venmo, Zelle, Cash App, PayPal, QuickBooks, bank statements and more →

No account needed for the check. Your pace, your choice.

Your giving, together.

2026

Gifts recorded · sample

$27,000

  • MLMaya Lee$17,000
  • TWTheo Williams$7,000
  • LPLeah Patel$3,000

Three people. One clear picture.

A plan for what's next

Explore a gift before you make it.

PDFs and images up to 5 MB; voice notes up to 2 minutes. Originals are discarded after processing. Review the added text before sending.

AI guide, not a tax professional. Do not include names or sensitive details. Limited patterns such as formatted Social Security numbers and account numbers are removed, but automatic redaction is not complete.

2026 annual-exclusion estimator

See where one cash gift sits

For one donor giving cash to one person. This is arithmetic, not a filing or tax decision.

Of this gift

$12,000 is within the annual exclusion

$7,000 remains before this gift reaches it.

The full check can confirm whether this narrow scenario is supported and calculate annual-exclusion amounts. It does not determine filing or tax owed.

Run the full free check

Three common misconceptions

The giver is generally responsible

Federal gift-tax reporting generally belongs to the donor, though special circumstances need review.

Over $19,000 does not itself mean tax is owed

The annual exclusion and a person's lifetime basic exclusion are different calculations.

Direct payments have specific rules

Qualifying tuition paid to an institution and medical costs paid to a provider can have separate exclusions.

Understand a gift

Plain answers with the official source text beside them.

Run the free check

The 2026 annual-exclusion arithmetic for a simple cash gift.

Gift tax guides

The 2026 annual exclusion, Form 709, family gifts and what recipients should know.

Keep your records

Save conversations and results in your workspace.