个人税

个人所得税规定涉及申报状态、受抚养人、收入申报、预扣税款、退税、税收抵免、扣除项以及个人纳税申报表所附的表格。本系列指南针对员工、家庭、退休人员、投资者、零工工作者及其他个人纳税人,解答了常见的联邦税问题。 请参考这些指南,了解纳税申报表应包含哪些内容、哪些记录可支持您的纳税立场、国税局(IRS)的处理流程如何影响退税,以及何时应提交修正申报表或寻求专业审核。针对国税局(IRS)具体信函、通知及记录代码的文章,已单独归类于“国税局通知与表格”栏目下。.

国税局已接收申报表但未批准:是等待还是致电?

您的报税软件显示“已接受”,但“我的退税在哪里”页面仍停留在“已收到申报表”状态。 如果您正在查询“国税局已接受但未批准的报税表”,这种表述容易造成混淆。税务软件仅表示您的电子报税已进入国税局系统。退税追踪状态会在处理结束且国税局批准退税金额后发生变化。在该状态下……

明智的报税技巧:如何获得更多税收减免。.

Your employer reports your wages on Form W-2. Preparing your return takes more than those wages, though. Bank statements and retirement forms supply other income figures to include alongside your wages on the finished return. Keep receipts for expenses you’re considering claiming as deductions when you gather your documents. Tax preparation tips should help you […]

OASDI 税:关于令人困惑的社会保障税的简明指南

看到工资单上的OASDI税可能会让人感到困惑,因为这个名称并没有说明太多。 您可能认得“社会保障税”、“FICA”或“联邦所得税”,但看到“OASDI”时,可能会疑惑雇主是否额外扣除了什么。简单来说:OASDI就是工资税中属于社会保障的部分。对于大多数员工来说,它 […]

税务专题 152 退税延迟:首先应采取的实际措施

当退税被延迟时,看到“税务主题 152”可能会让人感到不安,尤其是当“我的退税在哪里”查询系统仍显示您的纳税申报表正在处理中时。请先冷静。仅凭这条信息本身,并不能证明您的退税已被批准、被拒绝、被冻结或正在接受审计。更明智的做法是查看周围的相关线索。 首先查看[…]

CP3219N 通知:如何在90天内作出回应

CP3219N通知通常以一条令人不安的消息开头:美国国税局(IRS)认为您未提交应报的纳税申报表。这并不意味着国税局的计算结果是最终的。但这确实意味着,在同意任何事项之前,您需要冷静下来仔细核对这封信。 国税局可能已根据您的 W-2 表、1099 表等文件估算了您的应纳税额,[…]

损益表:这对您的纳税究竟意味着什么

赢亏报表看起来可能像一份完整的税务汇总表,尤其是当其显示年度总计为负数时。但这并非纳税申报的计算结果。该报表通常仅反映已记录的投注情况,因此您仍需将其与 W-2G 表格、赌博记录以及赌场或体育博彩公司未记录的活动进行核对。关于[…]

Are Scholarships Taxable? Critical Rules and How to Report

A scholarship can be fully tax-free, partly taxable, or fully taxable. If you’re asking, “Are scholarships taxable?” start with the award’s restrictions and the expenses it covers. Under IRS scholarship rules, a degree candidate’s award may qualify for tax-free treatment when used for tuition and required course materials. The portion spent on room and board […]

Average Cost of Tax Preparation by CPA: How to Pay Less

What does your return actually require? A basic Form 1040 fee may exclude the additional schedules for self-employment income, rentals, or investment sales, along with extra state returns. A business may also need a separate entity return. The average cost of tax preparation by CPA only helps when you know which filings the fee covers. […]

1095-C表格:报税时需要填写吗?简单的事实

The 1095-C Form your employer sends can look unfamiliar when you’re sorting the records for your tax return. It isn’t another income statement. Your employer uses it to report the health coverage it offered you, even if you didn’t enroll. For certain self-insured plans, where the employer funds covered medical claims, the statement also shows […]