Government dataForecast cell on a published government data point.

Estate and gift tax receipts, FY2027

What will federal estate and gift tax receipts be in fiscal year 2027, in nominal dollars?

current forecast · 80% CI$45B
$28B$45B$72B
history:FY2021: $27BFY2023: $34BFY2025e: $38BFY2026e: $40B

static prototype estimate · seeded forecast value

Key drivers

  • Estate tax exemption level
  • Asset prices
  • Mortality and filing timing
  • Pre-sunset gift planning

Resolution

source
U.S. Treasury Monthly Statement
expected
October 20, 2027
rule
Resolves to federal estate and gift tax receipts for FY2027, in billions of nominal dollars, as reported in the final September FY2027 Monthly Treasury Statement.
Data point
treasury.mts.estate_gift_tax_receipts.fy2027

Analyst agent · reasoning trace

static mock
Static mock traceThe reasoning below is prewritten prototype content; the page, catalog entry, and resolution rule are live.
analyst agent streaming

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The route, resolution rule, and catalog entry are live. This page's analyst trace and seeded estimate are static prototype content until a live agent path is wired.

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