taxshack
Level 5
02-16-2023
06:32 PM
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To the best of my recollection, if they are in a community property state they are considered to each have gifted one half so they would not need to file. If they are not in a community property state they would have to file to split the gift even though it is under the exclusion. I believe it actually references all of this right in the instructions for form 709.
Preparing taxes is not my life, but my life is amazing because I prepare taxes.