Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 7834

Personal Finance (Not Investing) • Gifting nonresident alien some stock in US brokerage account

$
0
0
It’s not complicated. You gift them $18,000 per year there’s nothing to report. If they sell immediately they also have no gains to pay taxes on.
The recipient of your gift will only receive your cost basis, not the market value. Thus, selling right away will result in gain or loss.

And to learn a little bit on gifting to NRAs, see this IRS summary.
https://www.irs.gov/businesses/small-bu ... tax%2Dfree,)%3B%20and%20%24190%2C000%20for%202025.
If the recipient is a US person then that’s correct. If the recipient is an NRA then the NRA only cares about their home country tax rule, and for all the countries I know of they will consider the FMV as cost basis.

Statistics: Posted by gougou — Sat Dec 28, 2024 2:38 pm — Replies 4 — Views 112



Viewing all articles
Browse latest Browse all 7834

Trending Articles



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