Funda nge-Exclusion Tax Tax Exclusion

I-Internal Revenue Code ibeka irhafu yesipho kwipropati okanye ngemali oyinikezela kumntu omnye, kodwa kuphela ukuba ixabiso lesipho lidlula umnqweno othile obizwa ngokuba yi- exclusion tax tax exclusion . Unako ukunika umlinganiselo wokukhutshwa konyaka ngamnye ngaphandle kokufaka irhafu - kwaye ewe, unembopheleleko yokuyihlawula xa kwaye xa kufike ngokufanelekileyo, kungekhona ummkeli wesipho.

Ukukhutshwa kweNtela yokuThutshwa koNyaka

Ukukhutshwa kwerhafu yonyaka yonyaka kuhlawulwe kwi-inflation njengenxalenye yoMthetho woNcedo lweRhafu ka-1997, ngoko ke inani lemali liye landa kwiminyaka ezayo ukuze liqhubeke noqoqosho.

Ngezantsi ityati ebonisa ukunyuka kokukhutshwa kwonyaka ukususela ngo-1997 ukuya ku-2015. Ukukhutshwa kuye kwahlala kuzinzileyo kwiminyaka emininzi yeminyaka, ukwanda ngo-2002, ngo-2006, ngo-2009 no-2013. Kunokunyuka kwenyuka kwi-$ 1,000.

Iimali zeeNkcazo zeNkohlakalo zeNkohlakalo zonyaka

Unyaka Isixa sokuNyaka sokuNyaka
1997 $ 10,000
1998 $ 10,000
1999 $ 10,000
2000 $ 10,000
2001 $ 10,000
2002 $ 11,000
2003 $ 11,000
2004 $ 11,000
2005 $ 11,000
2006 $ 12,000
2007 $ 12,000
2008 $ 12,000
2009 $ 13,000
2010 $ 13,000
2011 $ 13,000
2012 $ 13,000
2013 $ 14,000
2014 $ 14,000
2015

$ 14,000

Ukukhutshwa kuhlala kwi-14,000 yezigidi ngo-2016 kunye nokuphindwa kabini kwi-28,000 kwi-$ 28,000 xa utshatile-unokunika i-$ 14,000 kunye neqabane lakho lingenza okufanayo.

Oko kuthetha konke

Musa ukudibanisa ukukhutshwa kwentela yesipho sonyaka kunye nokuxolelwa kwerhafu yesipho sokuphila , okuhluke ngokupheleleyo kwaye kunzima kakhulu. Uyabona: Yintoni eyahlukileyo phakathi kweNkcazo yokuThutshwa kweRhafu yeNyaka kunye neNkxaso yokuThuthwa kweRhafu yoBomi?

Nantsi indlela ukuchithwa kwentela yonyaka wesipho kusebenza ngayo. Unokunika ubani ukuya kwii-14,000 zamawaka ngo-2016 ngaphandle kokuhlawula irhafu yesipho. Ngenxa yokuba ukukhutshwa konyaka, unokwenza isipho nge-14,000 kwi-Dec 31 kunye nezinye i-14,000 zamawaka ngo-Jan. 1 ngaphandle kokuphula imithetho okanye ukufaka irhafu. Ukuba unika i-$ 15,000 ngo-Dec. 31, uza kuhlawulisa irhafu yesipho kwi-$ 1,000, ixabiso ngaphezu kwexabiso lokukhutshwa kwizinga eliphezulu lokuhlawula irhafu elingama-40 ekhulwini.

Isipho asifanele senziwe kwintlawulo enye. Irhafu kwakhona ivela ngenxa yokuba ukhula ngokugqithiseleyo inani lemali yokukhutshwa, ngoko ke ukuba kunika umntu u-$ 2,000 ngenyanga ngenyanga ezili-12, uya kuhlawulwa irhafu yesipho kwi-$ 10,000.

I-IRS ichaza isipho njengawo nayiphi na into ongayifumanayo ingqalelo ngokupheleleyo. Ukuba uthengisa isiqwenga sepropati kumntwana wakho we-$ 100,000, kodwa ipropati ichazwe kwixabiso lemarike elungileyo ye-$ 200,000, unike isipho sama-100,000. Ixabiso lemarike elifanelekileyo lichazwe njengento umntu ayeza kuhlawula ngokufanelekileyo into ethile kwintsebenziswano elungileyo xa engenaye umthengisi engekho phantsi kwengcinezelo yokuhlawula kakhulu okanye ukuthengisa kangako. Ngokuqinisekileyo, imali iyinani le-dollar-to-dollar ngokuchasene.

Le mithetho ayisebenzisi kuyo yonke into nakumntu wonke. Unokwenza izipho ezingenamkhawulo ngesimo semfundo kunye nezinye iindleko zemfundo ezifanelekileyo kunye neendleko zonyango xa uhlawula isikhungo sokufunda okanye umboneleli wenyango ngqo. Ukuba uhlawula isikolo okanye ugqirha lwezonyanzelo kumntu othile akusiyo isipho kwaye akabalanga nxamnye nemali yokukhutshwa. Unokwenza izipho ezingenamkhawulo kwimibutho yezopolitiko kunye neqabane lakho, unikezele iqabane lakho ngummi wase-US.