Ixesha Liza Kufumana I-Letter Closing Letter evela kwi-IRS

Okanye, Unokugqiba nini ukufumana ifa lakho?

Ukuba i-estate iyadingeka ukuba ifake i-taxeral tax return return, i- IRS ifom ye-706, i-United States Estate (kunye ne-Generation-Skipping Transfer) Ukubuyiswa kweRhafu , kuba ixabiso lihlawulwa okanye i-decedent yenza izipho ezinkulu ngexesha lokuphila kwakhe, ngoko Kwiimeko, i-heritage "iyaqhwala" kuze kube yilapho i-IRS inexesha elaneleyo lokuhlolisisa nokwamkela ukubuyiswa kweerhafu yexabiso elihle. Ngokuqinisekileyo oku kuya kuphazamisa izindlalifa zelifa ngenxa yokuba abayi kukwazi ukufumana izandla zabo ngelifa kuze kube yilapho ukubuyiswa kwentlawulo yerhafu kuqhutywe ngokupheleleyo kwaye kwamkelwe yi-IRS kunye nayiphi na irhafu yentlawulo ehlawulwe ihlawulwe ngokupheleleyo.

Kwaye akumele kumangaliswe ukuba i-IRS ayinakucacisa ngokufanelekileyo ekusebenzeni imbuyekezo yentela ye-federal estate.

Injongo yale nqaku kukucacisa oko kwenzekayo emva kokuba i-return tax tax property efakwe kwi-IRS kwaye kuza kuthatha ixesha elingakanani ukufumana ileta yokuvala ityala yokufisa .

Isihlandlo sokuPhatha i-IRS Ifomu 706

I-Form ye-IRS ifom 706 kufuneka ifakwe kwi-IRS kwisithuba seenyanga ezisi-9 zomhla wokufa. Ukwandiswa kweenyanga ezithandathu- zithuba zokufakela ukubuya kungacelwa ngokusebenzisa i- IRS Ifomu 4768, isicelo sokwandiswa kwexesha lokuFaka iRhafu yeRhafu yeZakhiwo , kodwa oku akuyi kulibazisa ixesha lokuhlawula irhafu . Ngaloo ndlela, iirhafu eziqikelelwayo kufuneka zihlawulwe xa iFS ye-IRS ifakiwe, ngaphandle koko, inzala kunye nezohlwayo ziya kufikelela. Kakade ke, nayiphi na ukulibaziseka ngexesha lokufaka ifom ye-Form 706 iya kulibazisa ixesha le-IRS ukucwangcisa kwaye lihlolisise ukubuya xa lifakwe.

Emva kokuba ifom ye-IRS ifakwe kwi-IRS, ngezantsi yimizuzu ye-IRS ukuqala ukubuyisela ukubuyisela, ukuhlolisisa ukubuya, kwaye ekugqibeleni ikhuphe ileta yokuvala yentela yerhafu:

1. Kuya kuthatha iiveki ezi-6 ukuya kwezi-8 ukususela ngomhla wokufumana i-IRS ifom ye-Form 706 ngaphambi kokuba iqhutywe kwaye ifakwe kwi-database ye-IRS. Ngoko, ngamanye amagama, ungabizi ukuba unemibuzo malunga neFomu 706 de ubuncinane kwiiveki ezingama-6 zidlulile ukususela emva kokuba ufaka ukubuyela.
2. Kuya kuthatha iinyanga ezintandathu ukuya kwisithoba kwixesha lokubuya lifakwe kwi-IRS ukuba likhuphe iileta zokuvala irhafu yendawo yokuhlala okanye yazise umqhubi ukuba ukubuyiselwa kwentlawulo yerhafu kuphicothwe. Oku kuchasene nolwazi oludweliswe kwiwebhusayithi ye-IRS, echaza ukuba kuya kuthatha iinyanga ezine ukuya ezintandathu ukufumana ileta yokuvala yembuyekezo eyamkelwe njengefayile kwaye ayikho iiphene okanye iimeko ezizodwa. Ukusuka kumava akho, kusondele kakhulu kwiinyanga ezilisithoba kuneenyanga ezintandathu ukufumana ileta yokuvala yembuyekezo eyamkelwe njengefayile.

1. Ukuba ukubuyiswa kwentlawulo yerhafu kuphicothwe, kuya kuthatha enye inyanga ukuya kweyesithandathu ngaphambi kokuba uphicotho lugqitywe kwaye incwadi yokuvalwa yentlawulo yerhafu ikhutshwe. Kwezinye iimeko ezigqithiseleyo, uphicotho-zincwadi lunokuthatha iinyanga ezongezelelweyo ezintandathu ukuya kwiminyaka embalwa ngaphambi kokuba uphicotho lugqitywe kwaye incwadi yokuvalwa yentlawulo yerhafu ikhutshwe.

Ezinye Iingcebiso eziNcedo

Ngezantsi ngezinye iingcebiso endikwazi ukuzenza ngamava:

1. Ukuba inkokhelo yenziwa xa ukubuyiswa kweerhafu yerhafu efakwe kwaye ufumana isaziso sokuba irhafu eyongezelelweyo kunye / okanye inzala kunye nezohlwayo zifuneka, qiniseka ukuba intlawulo yokuqala isetyenziselwe irhafu efunekayo phambi kokuba wenze nayiphi na intlawulo. Kwimeko enye ndiyiphendule, isheke sithunyelwe nge-return tax tax kwaye umthengi wayenokhenkethi yokukhansela esandleni seenyanga ezimbalwa, kodwa ngenxa yezizathu ezingaziwa ukuba intlawulo ayizange ifakwe kwiirhafu ezifanelekileyo.
2. Ukuba i-estate iyadingeka ukuba ifake i-IRS Ifomu 706-NA, i-United States Estate (kunye ne-Generation Skipping Transfer) Ukubuyiswa kweRhafu, i-Estate ye-nonsident engeyena ummi wase-United States, kwaye ukuba umntu ongekho mhlali akanalo inombolo ye-US Social Security, ngoko i-IRS iya kubela inombolo yombolo yomhlawuli werhafu (okanye i-ITIN efutshane) kwifa. Emva kokuba uyayazi i-ITIN, yisebenzise kuyo yonke idilesi yakho ye-IRS kwaye ube nenxeba yeefowuni ze-IRS.

1. Kwaye nantsi enye ingcebiso enokubaluleka kakhulu endiya kuyenza ngenxa yokuba andinakukufumana kalula le ngcaciso kwiwebhusayithi ye-IRS, okanye nayiphi na into ebalulekileyo kule nto: Ukuba ufuna ukubiza i-IRS ngemibuzo malunga neFomu 706, gcina ixesha (kwaye ukucoceka kwakho) ngokubiza i-IRS kunye neyunithi yerhafu yesipho ngqo kwi- 866-699-4083 .