U.S. families can provide mortgages to their children using the Applicable Federal Rates (AFR) published by the IRS, with the long-term AFR at 4.92%, and without incurring gift tax.
U.S. parents can provide mortgages to their children at the Applicable Federal Rate (AFR) published monthly by the IRS, which is typically lower than retail market rates. For example, the long-term AFR for August 2026 is 4.92%, applicable to loans over nine years, and children do not need to pay gift tax on the interest rate discount. To ensure the loan is not reclassified as a taxable gift, a written promissory note must be signed, a lien recorded, and automatic payments set up. Additionally, the annual gift tax exclusion of $19,000 per donee in 2026 can be used to forgive part of the loan each year, and married parents can jointly forgive $38,000 per child.
Source:Yahoo财经 · Source Link
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