Funda ngeMithetho yeMithetho yeTyala yase-NY Ngaphambi kuka-Ephreli 2014

Ukuqonda indlela iNew York Estate Tax Impact Properties ngayo

QAPHELA: Imithetho yombango ishintsha rhoqo kwaye ulwazi olulandelayo alukwazi ukubonisa utshintsho lwangoku. Ukufumana irhafu yangoku okanye isiluleko sezomthetho, nceda uqhagamshelane nomgcini-akhawunti okanye igqwetha kuba ulwazi olukule nqaku alukho irhafu okanye isiluleko sezomthetho kwaye asinalo indawo yerhafu okanye isiluleko somthetho.

Ukuba uhlala eNew York, ngoko uhlala kwelinye lamaqela amancinci athe aqokelela irhafu yelizwe . Abahlali baseNew York abahlali, kunye neendawo ezingabonakaliyo abahlala kunye nepropati yabo yokuhlala kunye ne / okanye impahla ebonakalayo e-New York, ixhomekeke kwerhafu yelizwe phantsi kwemiyalelo elandelayo yokufa kwabakho ngaphambi ko-1 ku-Ephreli 2014. .

Jonga kwi-Overview ye-New York Estate Imithetho Yentlawulo: Ngo-Apreli 1, 2014, ukuya kuMatshi 31, 2015, ngolwazi malunga nokufa okukhoyo phakathi kwale mihla.

Ngenxa yokufa okuvela emva okanye emva ko-Apreli 1, 2015, ukukhululwa kwentlawulo ye-New York yentlawulo yonyango kuya kunyuswa rhoqo ngonyaka ukuya kufana ne- federal estate tax exemption in 2019. Jonga kwiNkcazo yeZitshintsho kwiNew York Estate Tax Exemption phakathi ko-2014 kwaye 2019 isishwankathelo sohlengahlengiso lweNew York ukuxolelwa okuza kwenziwa kwimihla ezayo.

  • 01 Xa i-Subject Estate Estate kwiNew York Estate Tax?

    Kubahlali baseNew York abafa ngomhla okanye phambi koMatshi 31, 2014, i-estate ingaxhomekeka kwerhafu yexabiso laseNew York ukuba inani elipheleleyo lempahla ye-federal, kunye nezipho ezihlawulisiweyo ezihlawulwayo kunye nokuxolelwa ngokukhethekileyo, zidlula i-$ 1,000,000.

    Kubahlali abangabemi baseUnited States abafa ngomhla okanye phambi komhla wama-31 Matshi 2014, i-estate ingaxhomekeka kwerhafu yexabiso laseNew York ukuba iquka indawo yokuhlala okanye impahla yangasese ene-situs ngaphakathi kwimeko yaseNew York kunye ne- estate estate , kunye ne-federal Izipho ezihlawulwayo ezihlawulwayo kunye nokuxolelwa ngokukhethekileyo, kudlula i-$ 1,000,000.

    Kubahlali abangengabemi base-US, i-estate ingaxhomekeka kwerhafu yexabiso laseNew York ukuba ibandakanya ipropati yendalo yangempela okanye ebonakalayo ngaphakathi kwimeko yaseNew York kwaye ifa lifuneka ukuba lifake i-taxeral tax return return ( Ifomu 706-NA ).

  • 02 Ziziphi iifomu zeeNkcazo zeNew York Estate ezimele zifakwe?

    Ifa ngalinye elingaphantsi kwerhafu ye-New York echazwe ngasentla kufuneka ifake ifom ye-ET-706, iNew York State Estate Return Tax . Ifa lomntu ongahlaliyo kufuneka kwakhona ifake ifom ye-ET-141, i-New York State Estate yeFidavidity Residavid.

    Ngaphandle kwezi fom zaseNew York, iqalo lokuqala leFomu ET-706 libuyisela irhafu yentlawulo ye-federal, ifom ye-IRS 706 . Ngaloo ndlela, ifom ye-IRS ye-IRS (okanye i-IRS Ifom ye-706-NA yomntu ongekho komhlali, ongeyena waseMelika) kunye nazo zonke iishedyuli kunye namaxwebhu axhasayo kufuneka agqitywe kwaye angeniswe ngeNew York Ifom ye-ET-706 nangona ukuba i-estate ayifuni ukuba ifayile ukubuyiswa kwempahla yentlangano .

  • 03 Ngaba ukutshintshela kumntu osindayo ohlawulwayo?

    Ukutshintshela ngokuthe ngqo kumlingane osindayo akahlawulwanga. Xa izibini ezitshatileyo ezisetyenziselwe ukucwangcisa i-AB Trust plan yokunciphisa i-bill tax estate tax bill, irhafu ye-New York ifanelekile ngenxa ye-B Trust emva kokufa komlingani wokuqala ngenxa ye-$ 4.340,000 phakathi kwe-New York tax tax exemption ye $ 1,000,000 kunye ne-2014 taxeral tax exemption of $ 5,340,000. Isakhiwo somtshato esitshatileyo asivunyelwanga ukwenza ukhetho kwiFomu ET-706 ukuphathwa kwipropati njengempahla echithwe ngumtshato echaphazelekayo ("QTIP"). Kuthetha ukuthini ukuba izibini ezitshatileyo azikwazi ukuhlawula ukuhlawulwa kweerhafu zerhafu zaseNew York kunye neerhafu zomhlaba zerhafu emva kokufa komlingane ohlalayo usebenzisa icebo le- ABC Trust .

  • 04 Xa iRew York Estate Tax Return neyiphi na Intlawulo efunekayo?

    Ifomu ET-706 kufuneka ifakwe kwaye nayiphi na irhafu efunekayo kufuneka ihlawulwe zingangeenyanga ezilisithoba emva komhla wokufa komntu ngaphandle kokuba ukongezwa kwexesha ukufakela ukubuyiswa kwaye uhlawule irhafu.

    Ukwandiswa kwexesha lokuhlawula irhafu yezindlu kuze kube yiminyaka emine ukususela ngomhla wokufa kunokunikwa ukuba kusekwe ukuba inkokhelo nayiphi na inxalenye yentela kwisithuba seenyanga ezi-9 ukususela ngomhla wokufa iya kubangela ubunzima obungenakuncedo kwifa , kodwa iifomenti zonyaka zingadingeka. Ukongezwa kwexesha ukufaka ifayile yokubuyela, ukuhlawula irhafu, okanye zombini, kucelwa kwiFomu ET-133 .

  • 05 Uphi i-New York Estate Tax Tax Filed?

    Thumela i-return tax tax yaseNew York, ifomu 706-ET, kunye nazo zonke ezinye iifom ezifunekayo:

    I-NYS Estate yokuThuthukiswa kweTela
    PO Box 15167
    Albany, NY 12212-5167

  • 06 Yintoni i-New York Estate Tax Rate?

    Ireyithi yentlawulo yerhafu yeNew York yinto eqhubekayo eqala ngo-5.085% kwaye iphakama ukuya kuma-16% kwimali engaphezulu kwama-10,040,000.

  • 07 Ndingayifumana phi iNgcaciso eyongezelelekileyo malunga neNew York Estate Taxes?

    Ukufumana ulwazi oluthe xaxa malunga neentlawulo zezindlu zaseNew York, bhekisa kwi-website yeSebe leNkcitho yeRhafu neyeMali eNew York.