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February 9, 2026

What you need to know before making financial gifts

  • Whether you're giving cash or investments, be aware of the logistics and tax implications.
    • By CHRISTINE BENZ
    Morningstar

    iStock image [enlarge]
    If you give $19,000 or less to any one individual in a single year, there are no reporting or tax requirements.

    If you have gifting to loved ones on your mind, here are some considerations related to taxes and logistics.


     
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