Ukutshitshiswa kweerhafu kunye neerhafu zengeniso yendawo kwiShedyuli A
Iindleko ezifanelekayo zoRhumo lweRhafu yeNgeniso kaRhulumente
Zonke iirhafu zerhafu ezibekwa nguRhulumente, iindawo zendawo okanye zangaphandle zingancitshiswa phantsi kwemithetho embalwa.
Okokuqala, kufuneka uchithe iinqununu zakho kwiShedyuli A ukuba uzibange. Oku kubhekisela ekugqithisweni okuqhelekileyo, oku kudla ngokuphindaphindiweyo kunomvuzo wabathengi abatyunjwe ngemali yonyaka werhafu. Musa ukuba yingqiqo kwaye uphawule ubuwula uze unike i-Internal Revenue Service imali engaphezulu kunokuba unayo. Qinisekisa ukuba iinqununu zakho zithintela ukugqithiswa okuqhelekileyo kwimeko yakho yokufakela ukuze i-itemizing ixabise ixesha lakho.
Irhafu kufuneka ibekwe kuwe. Awukwazi ukufaka isicelo sokubanjiswa kwentlawulo yengeniso yerhafu omnye oxhomekeke kuyo - kwaye kwezinye iimeko, lakho iqabane - liye lahlawula. Kufuneka uyihlawule ngethuba lonyaka werhafu ofaka kuyo.
Iindleko ezifanelekayo ezinokudityaniswa njengentlawulo karhulumente kunye neengingqi zibandakanya:
- Ukurhoxiswa kweerhafu zorhulumente kunye neengingqi njengoko kuboniswe kwiFom W-2 okanye kwifom 1099
- Iintlawulo ezihlawulweyo zerhafu ezihlawulwe kunyaka
- Iintlawulo zerhafu yokunyuswa ezihlawulwe ngunyaka
- Iintlawulo ezenziwe ngethuba lonyaka kwiirhafu ezavela kunyaka odlulileyo
- Iminikelo enyanzelekileyo kwiimali zenkxaso karhulumente
Amadokhumenti Uya Kufuna Ukuxhasa Ukukhutshwa Kwakho
Iintlawulo zerhafu yengingqi kunye neendawo zengeniso zendawo zingabonakalisa kwiintlobo ezahlukeneyo zamaphepha. Ukuba uhlawula irhafu eqikelelwayo kwilizwe lakho okanye kumasipala, gcina ikopi zakho zokuhlola okanye izitatimende zakho zasebhanki ezibonisa ukuhlawulwa kwe-akhawunti yakho.
Iirhafu zombuso nazo zingabonakalisa kumaxwebhu ahlukeneyo anxulumene nokubanjwa kweerhafu. Ukugcina irekhodi lala maphepha kuzokukunceda uhlale unxibelelwano olunokuthi ungazifumana phi. Nantsi uluhlu olufutshane lweempepha ezimele zibonise ukuba lukhulu kangakanani irhafu yelizwe okanye yengingqi oye uyihlawula ngonyaka:
- Ifom ye-W-2 (Inkcazo yeMvuzo kunye neNkcazo yentela), ebonisa irhafu yengeniso yombuso ebhokisini 17. Ukugcinwa kwerhafu yengingqi yerhafu kuboniswe kwibhokisi 19 kunye negalelo kwiimali zenkxaso-mali zikarhulumente zingaboniswa kwibhokisi ye-19 okanye kwibhokisi 14.
- Ifom ye-W-2G (iiNtlawulo ezithile zokuGembula), ezingabonisa irhafu yengeniso yombuso kwibhokisi le-15 kunye nerhafu yengeniso yendawo kwingingqi 17.
- Ifom ye-1099-G (Iintlawulo ezithile zikaRhulumente), ezingabonakalisa irhafu yengeniso yombuso kwibhokisi 11.
- Ifomu ye-1099-INT (Inzala yeNzuzo), engabonisa irhafu yengeniso yombuso kwibhokisi 13.
- Ifomu ye-1099-DIV (iAgalelo kunye noHlomelo), onokubonisa ukuba irhafu yengeniso yombuso ebhokisini 14.
- Ifom ye-1099-R (Izabelo ezivela kwiipensheni, ii-IRAs, ii-Contract-Sharing Plans, i-IRAs, i-Contracts-Sharing Plans, i-IRAs, i-Contract-Sharing Contracts, njl.), Onokubonisa i-tax revenue tax in the box 12 kunye nerhafu yengeniso yendawo kwingingqi 15.
- Ifom ye-1099-MISC (Imali engenayo eyahlukeneyo), engabonisa irhafu yengeniso yombuso kwibhokisi 16.
- Izitatimende zeBhanki kunye neikopi zetshekhi ezikhansekileyo okanye iingxowa kwiintlawulo eziqikelelweyo kunye nentlawulo-ntlawulo ye-state.
- Inxalenye yempinda yombuyiselo yonyaka odlulileyo eyasetyenziswa kwiirhafu eziqikelelweyo.
UkuCwangciswa kweRhafu yoNyaka-mali Ukusetyenziswa kweNkcitho yokuRhweba kweRhafu kaRhulumente
Ukuncitshiswa kweerhafu zorhulumente kuncedo ekucwangcisweni kwentela yokuphela konyaka kuba abakhokhi berhafu banokukhetha ukwandisa iintlawulo zabo zerhafu ngelixa leshumi elinanye ukuba bahlawule nayiphi na imbopheleleko karhulumente ekulindeleke ukuba ibe yonyaka. Ngokomzekelo, unokuhlawula irhafu yakho yerhafu yengqiqo yekota yesine, ngokuqhelekileyo ngenxa yoJanuwari 15, ngoDisemba. Oku kuya kukunyusa ukutsalwa kweemfuno zakho kwaye kunokunciphisa uxanduva lwakho lokuhlawula irhafu lonyaka.
Khangela ukuba ubone ukuba ukunyuswa kweentlawulo zerhafu ekupheleni konyaka kuya kuba nefuthe ekubuyiseni kwakho kwintlawulo - abahlawuli berhafu abachaphazelekayo yerhafu encinci yokufumana irhafu baya kufumana ukuba bafumana inzuzo encinane okanye akukho nzuzo kwi-federal return by ngokukhawuleza iintlawulo zelizwe.
Ukukhishwa kweRhafu yeNkcazo yeRhafu yiNjongo yokuLungiswa kwe-AMT
Ukuncitshiswa kweerhafu zorhulumente kunye neendawo zengeniso yendawo yokulungiswa xa ubala enye irhafu yerhafu okanye i-AMT. Oku kuthetha ukuba irhafu yengeniso karhulumente neyekhaya iyancitshiswa xa ubalwa irhafu yengeniso yakho yamanye amazwe, kodwa ayinakucaciswa xa ubala i-AMT. Abathengi abaneemali ze-AMT ngokuqhelekileyo banokufumana inzuzo encinci okanye akukho nzuzo ekunciphiseni irhafu yengeniso yendawo kunye neendawo zengxowa ngenxa yokuba le ncitshiswa yongezwa kwingeniso yabo engenayo.
Unokucinga ngokunciphisa intela yentengiso endaweni yengxowa yereferensi njengesicwangciso esicwangcisiweyo - yinto / okanye ukhetho. Unokubanga irhafu yentlawulo okanye irhafu yokuthengisa, kodwa kungabikho bobabini. Oku ngokuqhelekileyo akuyi kuguqula umthwalo wakho werhafu wentela ngenxa yokuncitshiswa kwentlawulo yerhwebo kwakhona kupheliswe ngenjongo yokubala i-AMT, kodwa ubuncinci ukunciphisa irhafu yokuthengisa kunokuyenza nayiphi na imali yokubuyisela irhafu engekho yorhafu yonyaka olandelayo.
Imithetho ekhethekileyo yabashadile
Abahlawuli berhafu abatshatileyo abafakela ngokubambisana banokukrazula zonke iirhafu zorhulumente kunye neengingqi ezihlawulwa ngamnye kulo nyaka kungakhathaliseki ukuba iintlawulo zerhafu zenziwa ngokwahlukileyo okanye ngokubambisana. Nangona kunjalo, abahlawuli berhafu abatshatileyo abafake iifayile ezihlukeneyo banokukrazula kuphela irhafu yengeniso yendawo kunye neyekhaya ezihlawulwa ngabo. "Ukuba wena kunye neqabane lakho nifaka i-state ehlukeneyo, inkokhelo yerhafu yengingqi kunye neyomhlaba, ngamnye unokutsala ekubuyisweni kwakho kwintlawulo kuphela kwixabiso lakho kunye nerhafu yengingqi oye uyihlawula ngethuba lonyaka werhafu." (Ukupapashwa kwe-17, isahluko 22, icandelo leentlawulo zorhulumente neengingqi)
Ukongezelela, izibini ezitshatileyo ezifake idibaniselwano zombuso kodwa ezahlukileyo zentlawulo yee-federal zixhomekeke kwimithetho ekhethekileyo malunga nendlela abangayenza ngayo irhafu yengeniso yelizwe abaye bahlawula ngayo kunyaka. Kwiimeko ezininzi, umlingane ngamnye unokurhoxa kuphela inani lemirhumo yelizwe ehlawulwayo ehambelana nepesenti yemali engenayo eyenziwa ngokwamanye umntu xa kuthelekiswa nomyinge ohlangeneyo. Kwezinye iimeko, ukunciphisa ixabiso langempela leerhafu zorhafu ezihlawulwa ngabanye kunokuba luncedo ngakumbi kunokuba kuthathe ukutsalwa kwepesenteji yendlela oyifumene ngayo inani lemali engenayo. Umlingane ngamnye unokurhoxa inani lemirhumo yelizwe kunye neendawo ezithe zahlawulwa ngunyaka kuphela ukuba zihlala kwimeko eyaziwa ngokubambisana kwaye zihlawulwe ngabanye ngokuhlawulwa kweerhafu zaseburhulumenteni.