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Poland · Money & Taxes
Gift or inheritance — identify the route
Tax route for “Gift or inheritance — identify the route”: first identify the tax year, documents and official action that fits your situation.
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Last verified: 2026-08-25
Understand this route
What to do
- First distinguish a gift from an inheritance, then identify the relationship, acquisition date, value and any foreign element.
- Do not file SD-Z2 merely because a transfer is from family: the official exemption, reporting and evidence rules are conditional.
Updated: 2026-10-07
Official sources
Check the official source before acting on this information: individual facts can change the route.
