Ukuhlawula iintlawulo zeRhafu kwiFomu 1040
Iintlawulo zentlawulo ezivela kule migca zibandakanya ukugodla, iintlawulo zerhafu eziqikelelweyo, iRhafu yeMali yeNgeniso yeNgeniso, iNkxaso yoLuntu lweNtlawulo, kunye neyiphi inkokhelo onokuyenza xa ucele ukwandiswa kwexesha ukufaka ifayile. Nantsi indlela yonke ephuka ngayo.
Umgca we-64: Ukubambelela kwi-W-2 no-1099
Hlanganisa iingxelo zakho ze- W-2 kunye ne-1099 zonyaka kwaye jonga kwibhokisi yesi-2 kwi-W-2 kunye nebhokisi 4 kwii-1099s zakho. Zombini iibhokisi kufuneka zibizwe, "iRhafu yeNgeniso yeNgeniso."
Amanani kule mabhokisi anika ingxelo yokuba ingakanani irhafu yengeniso ayigcinwe kwimali yakho engenayo ngaphezu konyaka. Yongeza zonke ezi mali kwaye ubike ingxelo epheleleyo kumgca-64 weFomu 1040.
Khumbula ukufakela ikopi enye ye-W-2 isitatimende sakho phambi kwe-1040 xa ufaka. Ukuba unayo nayiphi na ingxelo engama-1099 ebonisa ukugodla, kufuneka unamathisele enye ikopi nganye. Kwiimeko ezininzi, irhafu yengeniso ayigcinwanga kwi-1099 engenayo.
Ezinye iimeko xa kunokuthi zivalwe zibandakanya:
- 1099-G, ibhokisi 4: Ukubamba ingeniso kwingeniso yengqesho
- I-1099-R, ibhokisi 4: Ukubamba ingeniso kwingeniso yomhlalaphantsi
- I-SSA-1099, ibhokisi 6: Ukubambelela kwiinzuzo zeNtlalo
- 1099-INT, ibhokisi ye-4: Ukubamba ingeniso kwimali engenayo
- I-1099-DIV, ibhokisi 4: Ukubamba ingeniso kwingeniso-mali
- I-1099-MISC, ibhokisi 4: Ukugodla ukuhlawula okungafaniyo kunye nokungabikho komqeshwa
Umgca 65: Iintlawulo zerhafu eziqikelelweyo
Ukuba wenza nayiphi na intlawulo yerhafu yekota yonyaka oyi-Forms 1949-ES, ungeze kunye kunye neentlawulo zexesha elide ozenzileyo usebenzisa i-EFTPS okanye i-IRS Direct Pay, kunye nayo nayiphi na imali ekubuyiselwe kuyo kwiminyaka edlulileyo ukuba ukhethe ukufaka isicelo sakho umthwalo werhafu wonyaka. Hlanganisa yonke into kunye nokunika ingxelo ngokupheleleyo kumgca 65.
Umgca we-66: INgxowa-mboleko yentlawulo yeNgeniso
Ukuba ufanelekile kwi-Credit Income Tax Income, inani lemali-mboleko unelungelo lokuya kumgca 66a. Uya kukwazi ukuba ufaneleke kangakanani xa ugcwalisa iShedyuli ye-EIC. Ukuba unokwenza ukhetho lokuhlawula lokulwa, ungenise le mali kumgca 66b.
Umgca 67: INgxowa-mali eyongezelelweyo yentlawulo yabantwana
Ukumangalelwa kweNkxaso-mboleko yeNtlawulo yeNtlawulo yabantwana yinkqubo ezimbini. Okokuqala kufuneka uzalise iphepha lokusebenzela lokuThengwa kweNtlawulo leMntwana elifumaneka kumaphepha 41 no-42 kwiMigaqo ye-Form 1040 . Ukuba i-credit card yakho evumelekileyo yomntwana ingaphantsi kwento ohlawulwa ngayo irhafu, ityala lakho lentlawulo linciphile, kodwa unokukwazi ukubiza ibhalansi njengeNkxaso-mboleko yeNtlawulo yeNtlawulo yabantwana ngokusebenzisa ifomu 8812. Gcwalisa Ifomu 8812 ukufumanisa ukuba ufanelekile kwaye, ukuba kunjalo, ubunjani bekhredithi enelungelo. Uya kufumana oku kumgca 13 wefomu.
Emva koko faka inani lomgca 67 we-1040 yakho.
Umgca 68: Inkokhelo yeNtlawulo yeMali yaseMerika
Le yerhafu yerhafu kwiindleko zemfundo ozihlawulele egameni lakho, lakho iqabane okanye naluphi na umntu oxhomekeke kuyo. Unako ukubala ngokugcwalisa Ifomu 8863. Inani lemali-mboleko onelungelo lokuba, ukuba likhona, livela kumgca 8 weFomu 8863, kwaye uza kufaka le mali kumgca we-68 we-1040 yentlawulo yakho yentlawulo.
Umgca 69: I-Intlawulo yeNtlawulo yeNtlawulo yeNkcazo
Gcwalisa ifomu 8962 ukuchonga ukuba ngaba ufanelekile kule mboleko yerhafu kwaye, ukuba kunjalo, ubunjani bekhredithi onelungelo.
Umgca we-70: Inani elihlawulwayo nge-Extension to File
Ukuba ufake isicelo sokwandisa ngokuzenzekelayo usebenzisa ifomu 4868 kwaye ukuba wenze inkokhelo ngefom, faka umrhumo wokuhlawula kwiFom 1040 line 70.
Ukuba awuzange ufake ifayile yokongezwa okanye awuzange wenze inkokhelo kunye nokongezwa kwakho, unganqumla lo mgca.
Umgca 71: Intlawulo engaphezulu kweNtlawulo yoLuntu
Irhafu yentlalo yoLondolozo lweNtlalo ibalwe ngokusekelwe kumlinganiselo werhafu woNyaka woLuntu. Ngokomzekelo, ngo-2017 irhafu yentlalo yeNtlalo yoLuntu i-$ 7,886, emele iipesenti ezi-6.2 zeeNtlawulo zoNgcoliseko lweNtlalo kwimingcele ye-Social Security ye-127,200. Lo mda ophezulu unako ukwandiswa ngonyaka, ngoko qiniseka ukuba ufumana inombolo efanelekileyo yonyaka oya kufaka ngayo irhafu yentlawulo.
Unokufumanisa ukuba unomvuzo omkhulu kangakanani nomqeshi wakho kwi-Social Security ngokubheka ibhokisi 4 kuyo yonke ingxelo yakho ye-W-2. Yongeza zonke iimali ezivela kwibhokisi. Thelekisa inani lakho kwiRhafu yoKhuseleko loLuntu kulonyaka. Ukuba inani elidlulileyo lidlula ubuninzi, ngoko unokubango i-excess as a refund. Ukugqithisela kwakho konke ukukhuseleka koLuntu kwezeNtlalo ngaphandle kokugqithisa.
Ukuba inani lakho lingaphantsi kwelo likhulu, ngoko unokweqa umgca 71.
Ezinye iintlawulo
Ukuba wenze nayiphi na intlawulo usebenzisa iifom 2439, 4136, okanye 8885, jonga ibhokisi okanye ibhokisi efanelekileyo kumigqa 72 no-73 kwaye ingxelo ingxelo yemali yokuhlawula.
- Ifomu ye-2439 iingxelo ezingabonakaliyo kwixesha elide elizuzayo kwiinkampani zokutyalomali ezilawulwayo okanye iimali zokuthengisa imali. Inani lakho lokuhlawula likwibhokisi 2.
- IFomu 4136 ixela iirhafu zerhafu ezihlawulwa kwi-petroli nakwamanye amafutha xa usebenzisa i-fuel fuel for non-taxable purposes. Inani lakho lokuhlawula likwiphepha 2, umgca 10.
- IFomu 8885 ibhalwa ngetyala leentlawulo zabasebenzi abathile abafudukela kwinqwelo-mali abaye bahlawula i-inshurensi yezempilo emva kokubekwa. Kufuneka ufumane Ifomu 8885 ukuba uncedo olulungele ukulungiswa kwezorhwebo (TAA), ummkeli we-TAA, okanye umxhamli wepensenti ye-Pension Benefit Guarantee kunye ne-Pension Benefit Guaranty. Ixabiso lakho lemali yerhafu lichazwe kwifomu 8885, umgca 7.
Umgca 74: Iintlawulo zeNtlawulo
Yongeza zonke iimali ezivela kwifom ye-Form 1040 kwi-64 ukuya kwe-73. Bika ingqikithi kwi-Line 74. Le mali ibonisa iintlawulo zakho zerhafu ngokupheleleyo kulo nyaka.