Estate, gift, and inheritance taxes

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Individual Taxes

T17-0055 - Share of Federal Taxes - All Tax Units, By Expanded Cash Income Level, 2018

March 17, 2017

Individual Taxes

T17-0054 - Share of Federal Taxes - All Tax Units, By Expanded Cash Income Percentile, 2017

March 17, 2017

Individual Taxes

T17-0053 - Share of Federal Taxes - All Tax Units, By Expanded Cash Income Level, 2017

March 17, 2017

Individual Taxes

T17-0052 - Share of Federal Taxes - All Tax Units, By Expanded Cash Income Percentile, 2016

March 17, 2017

Individual Taxes

T17-0051 - Share of Federal Taxes - All Tax Units, By Expanded Cash Income Level, 2016

March 17, 2017

Individual Taxes

T17-0050 - Average Effective Federal Tax Rates - All Tax Units, By Expanded Cash Income Income Percentile, 2027

March 17, 2017

Individual Taxes

T17-0049 - Average Effective Federal Tax Rates - All Tax Units, By Expanded Cash Income Income Level, 2027

March 17, 2017

Individual Taxes

T17-0048 - Average Effective Federal Tax Rates - All Tax Units, By Expanded Cash Income Income Percentile, 2020

March 17, 2017

Individual Taxes

T17-0047 - Average Effective Federal Tax Rates - All Tax Units, By Expanded Cash Income Income Level, 2020

March 17, 2017

Individual Taxes

T17-0046 - Average Effective Federal Tax Rates - All Tax Units, By Expanded Cash Income Income Percentile, 2019

March 17, 2017

From The Briefing Book

From the Briefing Book

How do the estate, gift, and generation-skipping transfer taxes work?

December 23, 2015 by kdavis@urban.org

How do the estate, gift, and generation-skipping transfer taxes work?

The federal estate tax applies to the transfer of property at death. The gift tax applies to transfers made while a person is living. The generation-skipping transfer tax is an additional tax on a transfer of property that skips a generation.

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What is an inheritance tax?

December 23, 2015 by kdavis@urban.org

What is an inheritance tax?

A type of wealth transfer tax in which the recipient, rather than the donor’s estate, is taxed.

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What is the difference between carryover basis and a step-up in basis?

December 23, 2015 by kdavis@urban.org

What is the difference between carryover basis and a step-up in basis?

The difference is whether heirs who sell an inherited asset will pay tax on the capital gains from the time the asset was originally purchased or from the time it was inherited. In some cases, the difference is a lot of tax liability.

Read more about What is the difference between carryover basis and a step-up in basis?

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