Tax question???

[Tybee]

Thanks, answered by TMS!

[ToomuchStuff]

Is person B listed as an heir?

[Tybee]

thank you

[ToomuchStuff]

Here is a hypothetical situation, and I'd like to see what you all think.

Person A wants to give XX,000 dollars to a charity deceased parent, per a bequest in their will.

Person A does not itemize. Person A contacts Person B, a sibling, and asks them to donate XX,000 to said church and take a deduction.
Person A slips XX,000 to Person B. Says by doing this, they have done Person B a favor.


To me this seems kind of like money laundering or something. Or setting up Person B to make false claims on their tax return.

What do you think.

What is the bolded section?

Actually, only if spouse of deceased has deceased. Spouse has not. Deceased left everything to spouse, and heirs are listed only if spouse deceased.

Is spouse person A?
Person B is a sibling of person A?

What false claims do you think they will be making?
They could fill out a gift tax form, and a deduction for charity, as the law would allow.

[Tybee]

Thanks for your very helpful work on this!

[ToomuchStuff]

It would still be a tax deduction, and then they have to file gift tax on the "reimbursed".

[Tybee]

Okay, thanks!