Ifom yeRhafu yeNgeniso ye-IRS 1041

Funda Xa i-Estate okanye iTrust kufuneka ifake kunye nalo Mqulu

I-Form ye-IRS ye-1041 yerhafu yokubuyiswa kweerhafu esetyenziswe ngamacandelo kunye nethemba xa befumana ingeniso kunyaka werhafu. Awufani nokubuyiswa kweerhafu yefa le mali - leyo ifom ye-706. Ifom ye-IRS ye-IRS yerhafu yokubuyisela irhafu, njengokuba umntu okanye ishishini liza kufaka kodwa ngenzuzo efunyenwe ngumhlaba ophantsi okanye othembekileyo emva kokufa kwakhe.

Igama elisemthethweni leFom 1041 yi-US Imbuyekezo yeNgeniso yeRhafu yeeNdawo kunye neenqununu.

Indawo yokuhlala okanye i-trust ingasebenzisa u-Disemba 31 njengomhla wokuphela komnyaka wayo werhafu, okanye ingasebenzisa nayiphi na enye inyanga nje ukuba loo nyaka ungabandakanyi iinyanga ezili-12.

Ziziphi izakhiwo ezimele zifake i-IRS Ifomu 1041?

Ngokomyalelo we-IRS Ifom 1041 , le mithetho ilandelayo isebenza kwiindawo. Ummeli okanye ummeli wakhe kufuneka afake le ntlawulo yerhafu kwi-home estate ekhoyo:

1. Imali engenayo yemali yonyaka werhafu we-600 okanye ngaphezulu, okanye
2. Umxhamli ongekho mpha mbukeli.

Ingeniso inokuvela kwifom yomdla kwimali-mali engazange idluliselwe kumxhamli, okanye umvuzo ufumane kodwa awufumananga ngumfi ngaphambi kokufa kwakhe.

Ingeniso kufuneka iye kwifa. Akunjalo yonke into enokuthi iya kuba yinxalenye yelifa lakhe. Ibhanki okanye i-akhawunti yezobalo-mali kunye nokutyunjwa okuza kuhlawulwa kuya kuhamba ngqo kumxhamli obizwa ngokuba ngumxhamli. Ifa aliyi kubala umdla onokufumana njengenzuzo, kwaye ifom ye-IRS 1041 ayiyi kufunwa ukuba loo ndawo yayingenayo enye imithombo yengeniso.

Nangona kunjalo, umxhamli uya kufuneka abike umdla kumbuyekezo yakhe yentela.

Ziziphi iinjongo kufuneka zifake i-IRS Ifom 1041?

Umphathiswa wethemba lokuphila kufuneka afake le ntlawulo yerhafu yengeniso phantsi kwecandelo 641 leNkqubo yeNgeniso yeNgeniso yangaphakathi xa kuthembela ekhaya kwaye:

1. Ingeniso ehlawulwayo yonyaka werhafu,

1. Imali engenayo ye-$ 600 okanye ngaphezulu kungakhathaliseki ukuba ingeniso yerhafu , okanye
2. Umxhamli ongekho mpha mbukeli.

Umgaqo ofanayo usebenzayo - inzuzo yokuvelisa i-asethi kufuneka ibanjwe kwaye ilawulwe yi-trust yeyo ngeniso ukuba ihlawulwe kwi-trust. Imali eyakhiwe emva kokuba i-asethi idluliselwe kumxhamli iya kuba yimbopheleleko yomxhamli.

Eminye iMithetho ye-IRS Ifom 1041

Abaphathi kunye namatrasti banokuthi bathathe iinqununu ezithile kwi-estate okanye kwi-trust income xa belungiselela ukubuyiswa kweerhafu. Ukuchithwa kwe-$ 600 ngokuzenzekelayo kusebenza, kwaye ukuba ixabiso okanye ityala ligcinwe ubunikazi beempahla kodwa lidlulisele umvuzo walo kumxhamli, umthwalo werhafu uguqulela kumxhamli.

Ithemba okanye i-estate ingathatha inqununu yexabiso elidluliselweyo. Umqhubi wefa unokuncedisa umrhumo wakhe wokulungisa indawo, kunye neendleko zokulawula zokuqhuba ifa kunye naliphina iirhafu zengcali ezihlawulwe, ezifana nokuncedwa kwegosa, ukusuka kwingeniso yomhlaba

Ukutyelela iifayile ze-IRS kwiphepha lewebhu lwakutsha nje lweFomu 1041. Iinguqulelo zeembali zefom zingatholakala kwi-intanethi yemveliso yekhasi lewebhu. Le mithetho isebenza kuphela kwerhafu yombuso. Amazwe aneenkqubo kunye nemithetho yabo, ngoko jonga umgcini-mhlaba wecala okanye ummeli weerhafu ukuba ufumane ukuba i-estate yakho okanye ithemba kufuneka ihlawule irhafu yengeniso kwinqanaba likarhulumente.

> QAPHELA: Imithetho yerhafu iguquka rhoqo, kwaye kufuneka uqhagamshelane neengcali zerhafu malunga neengcebiso eziphezulu. Ingcaciso equlethwe kule nqaku ayijoliswanga njengengcebiso yerhafu kwaye ayifaki indawo yeengcebiso zerhafu.