Imilinganiselo ehlawulweyo kunye neNkohlakalo yokuThutyelwa kweTela

Ingakanani Imali Efunekayo Ukuba Uya Kuhlawula?

Ukuhlawula irhafu eqikelelwayo yindlela enye yokuqinisekisa ukuba unikezela ngeNkonzo yangaphakathi yeNgeniso ngemali eyaneleyo kunyaka ukugwema ukuhlawulwa kwemali kwisithuba sokufakela - okanye ngakumbi, ukufumana izigwebo. Ngokuqhelekileyo, abantu abanemali engenakho ukuhlawulwa kweerhafu kufuneka baqwalasele ukwenza iintlawulo eziqikelelwayo. Iintlobo zengeniso ngaphandle kokuthintela zibandakanya ingeniso yokufumana umsebenzi, ingeniso yerenti, ingeniso-mali kunye neenzuzo ezinkulu.

Iimali zokugqibela zerhafu

Iintlawulo zerhafu eziqikelelwayo zihlawulwa ngekota ngo-Ephreli 15, ngoJuni 15, ngoSeptemba 15 noJanuwari 15. Abanye abahlawuli berhafu bahlawula rhoqo. Unako ukuhlawula inyanga nganye ukuba uyathanda kangangokuba imali ehlawulwanga yerhafu ifakiwe kwi-budget yakho yenyanga. Ukuba kufuneka uwehlise inkokhelo yenyanga, unokulungisa utshintsho olulandelayo olulandelayo ukulungiselela ukusilela.

Isigwebo soThutho esilinganiselweyo

Ukuba awuyi kuhlawula iintlawulo kwaye ugqibe ukuhlawula i-IRS ekupheleni konyaka, isohlwayo siyasebenza. Ihlawulo serhafu eliqikelelwa yintlawulo yenzalo yokungakhokheli irhafu kulo nyaka. Inzala yomrhumo weentlawulo zabakhokheli ngabathengi ngabanye bangama-4 ekhulwini kunyaka werhafu ka-2016. I-IRS ibeka eli nqanaba nganye kwikota.

Ukuqulunqwa kweMali Ingakanani ukuhlawula kwiiNtlawulo ezilinganisiweyo

Indlela elula yokubala ukuba kufuneka wenze ntoni kwiintlawulo zerhafu eqikelelwayo ukuhlukanisa umrhumo werhafu ongaphilile kunyaka owedlule ngenxa yeentlawulo eziqikelelwayo zenziwa ngekota.

Khangela ukubuyela kwerhafu yonyaka odlulileyo ukuze ufumane uxanduva lwakho lwerhafu, uze ususe nayiphi na into yokulindela ukuba ulindele ukuhlawula kulo nyaka. Ukuba ukugodla kwakho kuya kuba malunga nonyaka ophelileyo, unokukrazula umlinganiselo wonyaka odlulileyo wokubamba. Umehluko yintlawulo yerhafu efuna ukuhlawulwa ngerhafu eqikelelwayo.

Nangona le ndlela ikhawuleza kwaye ilula, ayithathi utshintsho kwingeniso yakho ingqwalasela okanye nayiphi na utshintsho kwiimali zakho zokubanjiswa kulo nyaka okhoyo. Unokufumana imali engaphezulu okanye encinci okanye ufanele ukufumana iintlawulo ezahlukeneyo zerhafu. Enye indlela yokwenza iprojekthi yokubala kweerhafu ngokusekelwe kwingeniso yonyaka. Kule nto, kunceda ukusebenzisa iifom ezenziwe kwi-Publication 505 kunye neFom 1040-ES.

Iphepha lokusebenzela le-1040-ES liya kukunceda ukubala inani elincinci lerhafu eqikelelwayo kufuneka uyihlawule ukuze uphephe isigwebo. Iphepha lokusebenzela liquka zonke iimanani zamanqaku ezichithwayo eziqhelekileyo kunye neerhafu zerhafu ukukunceda ukuba ufumane inani elichanekileyo leentlawulo ezilinganisiweyo zonyaka.

Umzekelo woBhaliso lweNtela oqikelelweyo

U-Shelley uyinkontileka emelekileyo kwaye nguyena umthombo wodwa werhafu. Wayenemali engama-25,000 engeniso yokufumana umsebenzi kunye ne-7,500 yeendleko zoshishino kwiinyanga ezintathu zokuqala zonyaka. Oku kubangele inzuzo enenzuzo ye-R17,500.

Ibhizinisi lakhe alilona lonyaka, ngoko likhuselekile ukutsho ukuba ingeniso yakhe neendleko ziya kufana neenyanga ezilisithoba zonyaka. Iinyanga ezintathu zokuqala zimele 3/12 - okanye 1/4 - yengeniso yakhe yonyaka. Ukunyusa umvuzo wakhe kunyaka opheleleyo, kufuneka sande ngokuphindaphindiweyo okanye ngokulungelelanisa.

Ukulungelelaniswa kwe-3/12 ngu-12/3, okufana nokutsho ukuba i-1/4 yimizuzu emine. Ukwandisa izibalo zethu zonyaka ukufumana iziphumo eziqhelekileyo kwimali engenayo eqikelelwe ukuba ibe ngama-100 ekhulwini kunyaka opheleleyo. Ukwandisa inzuzo ye-Shelley yenetha ye-$ 17,500 kwiinyanga ezintathu zokuqala ngokulinganisa kwe-12/3 isitsho ukuba inzuzo yentengo kaShelley kunyaka opheleleyo iya kuba yi-$ 70,000.

Ngoku sinokuqala ukubala kweerhafu. Ingeniso kaShelley iya kuthotyelwa kwerhafu yengeniso kunye nerhafu yerhafu yokuzimela ngenxa yokuba uyinkontileka emele. Nantsi indlela obala ngayo irhafu:

Irhafu yengqesho (i-$ 70,000 x 0.9235 x 15.3%) = 9,890.69
Ukuhlaziywa kwesiqingatha serhafu yokuqeshisa ngabasebenzi = 4,945.34
Ukuncitshiswa okuqhelekileyo kumntu omnye = 6,100
Ukukhululwa komntu ngokwakhe = 3,900
Imali engenayo engenayo (70,000 - 4,945 - 6,100 - 3,900) = 50,055

Ngoku ukuba sifumene ingeniso ehlawulwayo kaShelley, sinokubala irhafu yengeniso yakhe ngokusebenzisa iirhafu zerhafu ka-2017. Njengomntu ongatshatanga, irhafu yengeniso kaShelley iqikelelwa ukuba yi-$ 8,370. Oku kuquka irhafu yerhafu yecandelo layo le-9,890.69 elilingana naluphi na elifunekayo ukuhlawula kulo nyaka: $ 18,260.69 okanye i-$ 18,261 emva kokujikeleza. UShelley bekufuneka akhokhe ubuncinane kwipesenti ezingama-90 zesi sixa ukuze aphephe isigwebo serhafu esilinganisiwe, kodwa unokufuna ukuhlawula imali epheleleyo yerhafu ukukhusela ekuhlawuleni ixesha lokuhlawula irhafu.

Ukuba wayefuna ukuhlawula malunga neepesenti ezingama-90 zerhafu yakhe yangoku, uShelley uza kwandisa inani leerhafu ngamaphesenti angama-90 aze ahlule ezine ukuze afumane enye yeentlawulo zakhe ezilinganiselweyo-malunga ne-$ 4,109 nganye. Ukuba uShelley wayefuna ukuhlawula ipesenti ezingama-100, wayeza kuthatha umlinganiselo werhafu aze ahlule ezine ukuze afumane enye yeentlawulo zayo ezi-4,565 nganye.

Ukuba Unayo Ingeniso Ejongene Nokubamba

Unokulungisa utshintsho lwakho kwiihlawulelo zakho ukuze uhlawule irhafu eyongezelelweyo evela kwenye inzuzo efana nenzala, izabelo okanye imali engenayo kwimisebenzi yecala okanye umsebenzi wokubonisana. Gcwalisa nje ifom yeFomu W-4 kwaye uyinike umqeshi wakho.

Kukho iindlela ezahlukeneyo ezinokuthi ulungelelanise amanani angenayo. Omnye ukuguqula inani lezibonelelo zokubamba izibambiso ozibango kwangoku. Enye enye kukubonisa inani elongezelelweyo leedola elifuna umqeshi wakho ukuba angayigcini inkokhelo nganye.

Masithathe indlela yesibini kuqala. Makhe sicinge ukuba uNancy uya kuhlawulwa imali engama-4,000 kwi-engenayo yokufumana umsebenzi ngenxa yokuzibophelela ngokunyusa umsebenzi wakhe oqhelekileyo. U-Nancy angathatha le ntlawulo yerhafu aze ahlule ngenani leemali zokuhlala ebudeni ngonyaka. Le mali iya kufakwa kwiNgcaciso 6 yeFomu 1040 njengemali eyongezelelweyo yokubamba. Le yerhafu eyongezelelweyo iya kubonisa kwi-W-2 yayo njengenxalenye yerhafu yengeniso yakhe yenkxaso-mali kwaye iya kufakwa kwi-intela yerhafu ahlawulwa ngayo kunyaka, kubandakanywa nayiphi irhafu yengqesho.

Ukuba uNancy wayefuna ukulungelelanisa izibonelelo zakhe zokubambelela, kufuneka ukuba anciphise inani leemali ezibanjelweyo njengamanje ezibango ukuze umnqweno wakhe onqatshelweyo uza kunyuka ngemali eyaneleyo yokufihla irhafu eyongezelelweyo ayilindele. Oku kudla ngokubandakanya ukuzama iindlela ezahlukeneyo zokubamba izibonelelo usebenzisa i-calculator yokubamba.

Ukuhlawula iintlawulo ezilinganisiweyo

Ukucinga ukuba awukwazi okanye awufuni ukulungelelanisa ukuyeka kwakho, ungathumela kwiintlawulo eziqikelelweyo ngetshekhi, ukuhlawula ngekhadi lesikweletu, okanye usebenzise inkqubo yokuhlawula imali yeSebe le-Intanethi.