Guides and how-tos to help you use the product and understand family loans.
The 2026 annual gift tax exclusion is $19,000 per recipient. Here's how it interacts with family loans, interest gifting, loan forgiveness, and Form 709.
Imputed interest is interest the IRS treats you as having earned, even if you didn't. Here's when it applies to family loans, how it's calculated, and how to avoid it.
The AFR is the IRS minimum interest rate for family loans. Charge below it and the difference is treated as a taxable gift. Here's what you need to know and how to find current rates.