Uncedo ngeFomu yokuCwangcisa 4137 Ngoko awuyi kuhlawula kakhulu
Ifayile yeSiza 4137
Eli fom libala i-Social Security and Medicare yentlawulo yerhafu oya kuhlawulwa kwiingcebiso zakho.
Njengomcimbi othile, i-IRS ifuna ukuhlawulwa xa uhlawulwa, okanye kungekudala emva koko. Ibeka "ixesha lokuhlawula njengoko uhamba" ixesha elifanelekileyo nakubantu abaqeshwe ngabanye, kwaye unakho ukuphelisa ukuba uhlawule isohlwayo kwiirhafu ozihlawuliswe ngokukhawuleza ngenxa yokuba azizange zitshitshiswe ngumqeshi wakho-kuba awuzange uzixelele .
Kufuneka ufake ifom yeS 4137 ukuba kukho nayiphi na imali ebonakalayo kwibhokisi 8 kwi- W-2 isitatimenti sakho esithi "Iingcebiso ezibiweyo." Ngelishwa, ukunika ingxelo kunye nokuhlawula irhafu kwiingcebiso ezibekwayo kunokudala ibhaso yerhafu ebalulekileyo.
Ukubika kuMqeshi Wakho
Iingcebiso zakho ezingaphezu kwama-$ 20 kufuneka zixelelwe kumqeshi wakho ngomhla we-10 lwenyanga elandelayo. Ukuba usebenzela umqeshi ongaphezu komnye, umda we-20 wemali ubalwa ngamnye kumqeshi ngokwahlukileyo. Ukuba ufumene i-$ 19 kwiingcebiso ezisuka emsebenzini omnye kunye ne-$ 15 kwiingcebiso ezisuka kwenye indawo, awuyi kuba neengcebiso zakho kumqeshi kuba akukho mali engaphezulu kwe-20.
Awunayo ukunika iingcebiso kumyinge wama-20 engama ngenyanga ngomqeshi ngamnye kwiFom 4137 okanye.
Imiyalelo ngeNgcaciso yoMgca weFom 4137
Nantsi indlela yokuhamba ngokuzalisa ifomu 4137.
Umgca we-1 : Bhala uluhlu lweenkampani, okanye iinkampani, ongazange zibike iingcebiso kwiindawo ezibonelelwe kweli candelo, kunye neenombolo ze-ID yomqeshi.
Kufuneka ufake kwakhona iingcebiso ezipheleleyo ezifunyenwe ngamnye, kubandakanywa zombini kwaye zichazwe.
Umgca wesi-2 : Yonke iinqununu ozifumene ngo-2017. Oku kuquka:
- Iingcebiso ozixelele kumqeshi wakho
- Iingcebiso ezifunyenwe ngemali
- Iingcebiso ezifunyenwe kwikhadi lekhredithi
- Iingcebiso awuzange zibike kumqeshi wakho
- Iingcebiso ezingaphantsi kweedola ezingama-20 ngenyanga ongenakufuneka uxelele kumqeshi wakho
- Naziphi na iingcebiso ezibelwe kwibhokisi 8 ye-W-2 yakho
Umgca wesi-3 : Bhala kwiingcebiso ezipheleleyo ezichazwe kumqeshi wakho. Oku kufumaneka kwibhokisi 7 ye-W-2 yakho.
Umgca we-4 : Ukukhupha umgca we-3 ukusuka kwiNgcaciso 2. Lezi ziphulo ezongezelelweyo kufuneka uzibandakanye kwimvuzo wakho kwiFom 1040 Umgca 7. Ezi ziyiziphulo ezongezelelweyo apho kufuneka ubale iirhafu zakho zeNtlalo neNtlawulo.
Umgca wesi-5 : Yonke iikhomputha zemali ezazingaphantsi kwe-$ 20 ngenyanga, ngoko ke akufuneki ukuba ubenike ingxelo kumqeshi wakho.
Umgca wesi-6 : Ukukhupha umgca we-5 ukusuka kwi-Line 4. Ezi ngcebiso eziphantsi kweerhafu zonyango. Faka lo mzekelo zombini kwi-Line 6 kwakhona kwi-2 yesiHlomelo U, efunyenwe phantsi kweFomu 4137.
Umgca wesi-7 : Lo mgca sele usuzaliswe umyinge we-Social Security limit of $ 127,200. Awudingi ukwenza nantoni apha.
Umgca we-8 : Yongeza yonke imivuzo yakho echazwe kwiiNgxelo zakho ze-W-2 kwiibhokisi 3 no-7, kunye neenzuzo zakho zomhlalaphantsi zomzila we-1 xa unayo.
Le yimivuzo phantsi koRhuseleko lweNtlalo. Beka inani elipheleleyo kwiNgcaciso 8.
Umgca we-9 : Ukukhupha umgca we-8 ukusuka kwiNgcaciso 7. Ukuba isiphumo sinani elibi, oko kuthetha ukuba isixa se-Line 8 siphezu kwee-127,200 zama-dollar. Ukuba kunjalo, faka "-0-" (zero) kwiNqanaba 9 kunye neNgcaciso 10.
Umgca we-10 : Thelekisa amanani kwi-Line 6 kunye ne-Line 9. Thatha amanani amancinci amabini kwaye uyichaze kwi-Line 10. Ezi ziingcebiso ezongezelelweyo phantsi kwentlawulo yoKhuseleko loLuntu. Faka okufanayo kwakhona kwiNgcaciso 1 yeShedyuli U.
Umgca we-11 : Yandisa i-Line 10 ngo-0.062. Le yerhafu yoKhuseleko loLuntu kwi-6.2 yeepesenti.
Umgca we-12 : Yandisa i-Line 6 nge-0.0145. Le yerhafu yeMedare ye-1.45 ekhulwini.
Umgca we-13 : Yongeza iMida 11 no-12 kunye. Le yongezelelweyo yerhafu yezeNtlalo kunye neyonyango. Kufuneka ungene nalo mfanekiso kwiNombolo 59 yeFomu yakho ye-1040 yentlawulo.
Amacandelo amacebiso anikezelweyo
Ukubekwa izaphulo ezichazwe kwi-W-2 yakho kwibhokisi 8 ngokuqhelekileyo ayikho into enomdla. Nantsi indlela yokuzikhusela.
Khangela ingxelo yakho yeengcebiso zansuku zonke. Ukuba awunayo irekhodi yeengcebiso zemihla ngemihla, kufuneka ungene kumkhwa wokugcina enye. Inkqubo yakho ayifanele ibe yinto eqhelekileyo. Mane uqaphele iingcebiso zakho zemihla ngemihla kwikhalenda, umcwangcisi wosuku, okanye kwincwadana encinane. Ukuba ufumane uphicothiweyo kwingxelo yakho yengeniso, uzakufuna ubungqina bento oyifunayo ngokwenene kwiingcebiso.
Yongeza inani elipheleleyo leengcebiso ozifumene kunyaka. Ngaba uyixelele le mali kumqeshi wakho? Khangela kwi-W-2 yakho. Ingaba ibhokisi 7 (Iingcebiso zoKhuseleko loLuntu) kunye nebhokisi 8 (Iingcebiso ezinikeziweyo) zongeza kwixabiso elifanayo kwirekhodi yakho yansuku zonke? Ingaba iingcebiso zakho ezibelwe (ibhokisi 8) ngaphezulu, okufanayo, okanye ngaphantsi kwezicwangciso ezipheleleyo ozibhalisile kwirekhodi yakho yemihla ngemihla?
Into enokuyenza Ukuba kukho ukungafani
Ukuba izicwangciso zakho ezibelwe zingaphezu kwezinto ezirekhodiweyo kwimiqulu yakho yemihla ngemihla, ungasebenzisa i-log yakho yemihla ngemihla endaweni yemali echazwe njengeengcebiso ezibelwe. Ukuba kukho naziphi na iingcebiso ezingabonakaliyo, sebenzisa izixa ezivela kwiirekhodi zakho zemihla ngemihla ukugcwalisa Ifomu 4137. Kodwa lungele i-mail eninzi evela kwi-IRS kunye neengxelo zophicotho. Gcina ingxelo yakho yemihla ngemihla ngokubuyisela irhafu ukwenzela ukuba ulungele xa umphicothi-zincwadi we-IRS ecela ukuba ubone iirekhodi zakho.
Ukuba iingcebiso zakho ezibekwayo zifana noko kubhalwe kwi-log yakho yemihla ngemihla kwaye ubike iingcebiso zakho kumqeshi wakho, ngoko mhlawumbi umqeshi wakho wabika le mali kwindawo engafanelekanga. Buza umqeshi wakho ukuba le mali ibhengezwe kwibhokisi 7 (iinqununu zezoLuntu zeNtlalo) endaweni yebhokisi 8 (iingcebiso ezinikeziweyo). Ukuba umqeshi wakho akayi kulungisa i-W-2 yakho, qhubeka uqhubeke uze ugcwalise Ifomu 4137 usebenzisa umfanekiso kwibhokisi 8.
Ukuba iingcebiso zakho ezibelwe zingaphantsi kwezinto ezirekhodiweyo kwirekhodi yakho yemihla ngemihla kwaye ubike iingcebiso zakho kumqeshi wakho, into ethile mhlawumbi ingalunganga kwinkqubo yokugcina irekhodi yomqashi wakho. Kufuneka ubike iingcebiso ezinikeziweyo kwiFomu 4137, kunye naluphi na iingcebiso ezongezelelweyo ozibonisa kwiirekhodi zakho zemihla ngemihla, kwaye ubuze umqeshi wakho ukuba alungise i-W-2 yakho.
Kuthekani ukuba awunazo iirekodi zengeniso yakho yengeniso? Buza umqeshi wakho ukuba ubalwa njani imali ekwabiwe ngayo. Cela ukuba ubone iirekhodi zekhompyutheni, iingxelo zeentengiso zansuku zonke okanye ngeveki, okanye enye ingcaciso eya kubonisa ukuthengisa kwakho kunye neengeniso zakho. Ukuba umqeshi wakho wenqaba ukwabelana nalo lwazi kunye nawe, kuya kufuneka uqhubeke ngokucophelela kwaye uqale ukugcina iirekhodi zakho zemihla ngemihla ukuzikhusela.
Yintoni enokuyilindela kwi-IRS
I-IRS ithanda ukuqhuba uphicotho lwengxelo. Ukuba ubelwe izaphulo kwaye ukhethwa ukuba ungabhengezi imali epheleleyo kwiFom 4137, lungele ukucacisa indlela owabala ngayo imali yakho yengeniso kwi-IRS. Ngokuqinisekileyo uya kubakho ukubonisa irekhodi yakho yosuku lwangoku njengobungqina. Ukuba iingcebiso zakho ezingabonakaliyo zininzi kakhulu, i-IRS inokumisela isigwebo sama-50 ekhulwini kwiRhafu yoKhuseleko loLuntu kunye ne-Medicare ebonakala kumgca 13.