s*******e
发帖数: 432 | 1 SIVR: 0.3% gross expense
SLV: 0.5% gross expense |
|
b*******3
发帖数: 8135 | 2 只能查到年度的expense ratio.。如果我只hold一天还是交那个比例么？还是那个比例
的365分之一。？这个expense是按天结算么。？有知道的么。 |
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f*******7
发帖数: 2210 | 3 比如UCO expense fee 0.95%. 这个费啥时候收？如果我今天买进，然后今天卖出，这
个expense fee 怎么算的？多谢。 |
|
w**k
发帖数: 6722 | 4 对于买卖股票来说，expense等于零。你就当做是买卖AAPL
commission fee是券商收的交易费，跟ETF expense无关。你买卖AAPL也得交这个交易费 |
|
c********n
发帖数: 1 | 5 Moving expenses are not itemized deduction. It's an above-the-line deduction,
also called "deduction for AGI(Adjusted gross income)".
Moving expenses are deductable only when the move is because you just changed
a job, and the distance from your old residence to the new job is 50 miles or
more than the distance from your old residence to your old job. |
|
x******g
发帖数: 3952 | 6 that's why your moving expense can be deducted above the line.
Just claim moving expense on your tax return. |
|
j****6
发帖数: 2 | 7 Hi,
I have claimed my moving expenses when I moved to AR a couple of years ago.
My wife moved here and she found a job last year. Can I claim her moving
expenses in 2008 return. We plan to file the joint reture. Thanks. |
|
a***l
发帖数: 2397 | 8 pub 503 上关于camp 说
Camp. The cost of sending your child to an overnight camp is not considered
a work-related expense.
The cost of sending your child to a day camp may be a work-related expense,
even if the camp specializes in particular activity, such as computers or
soccer.
所以要看是哪种吧 |
|
r******e
发帖数: 361 | 9 Husband: H1, wife: F1->H1
File 1040 jointly.
I have some questions for filing tax return in 2009:
1. Can we deduct medical expense for our parents during their stay in US?
How?
2. How to deduct our medical expense?
Thanks! |
|
s****u
发帖数: 278 | 10 No
只有你开着车去做业务才算是job-related expense
比如说你开着车从上班地点到客户那里
而且你如果不是self-employment的话
实在看不出这一项job-related expenses deduction能给你的退税带来多大变化 |
|
U*****5
发帖数: 189 | 11 1040 Page one Line 26 for moving expense deduction.
You should consult with HR to see if you need fill in this item. Most of
time, the hr would only include the taxble part of the moving expense in
your w2, but if you pay something and hr did not reimburse you, you may also
deduct the amount |
|
c********i
发帖数: 47 | 12 I and my wife are both F1 and we got a child last year. We payed around $
5500 (selfpay) for medical expense for pregnancy,delivery and baby medical
care. Also we payed $800 for baby medical insurance. My wife also paid
around $300 for dental insurance.
I came to USA Aug2005, so I need to file 1040NR; my wife came here Aug 2007
as F1. Then we got married.
My question is, can the medical expense $5500 and those baby/dental
insurance be tax returned by 1040NR? If yes, do you know which line I can |
|
M*******e
发帖数: 1633 | 13 工作了，relocation，公司直接给了5000刀的银行卡。
然后，在公司W2 BOX1里算了7000多（5000刀moving expense+税），然后W2 BOX 12也
没有额外的注释。
这种情况下，我可以用那7000多刀算Moving expense来返税吗？
有没有有类似情况的朋友？你们都是怎么处理的呢？ |
|
o******6
发帖数: 39 | 14 如果公司给了一笔relocation fee计入工资包括在 W-2 Box 1里, 公司没有报销任何搬
家费，Box 12 里也没有code P，还可以 deduct moving expense吗？
Form 3903第四项要求填The total amount your employer paid for your
transportation and travel expenses, 还说就是W-2 Box12 code P的
金额，那么这种情况下这项该填0吗？ |
|
m******t
发帖数: 165 | 15 公司搬家费 is just your normal income or bonus, has nothing to do with your
moving expense from tax point of view, just forget it and claim your moving
expense as without it.
P的金额, 我总觉得就这样填上0心里发虚。 有没有人碰到过这种情况呀，怎么处理的？ |
|
s***e
发帖数: 2795 | 16 You gotta see which type of deduction is more advantageous. Remember that
you deduct medical expense on Schedule A, to the extent that the expenses
exceed 7.5% of the taxpayer's AGI. Unless you spent a fortune on medical,
you are unlikely getting much out of it. |
|
s**m
发帖数: 1564 | 17 Case: There was no Healthcare FSA. Paid Health insurance (with copay &
deductible) through employer. Now tax accountant asked for these
documentations. In my impression, if such expenses do not accumulate over s
certain amount, there is no benefit. Am/Was I wrong? i.e., Can medical
expenses be itemized?
for examples:
prescriptions,
lab & tests,
co-pay,
eye glasses,
dental (cleaning, filling, etc)
round trip mileage to each medical visit
Thanks |
|
s***e
发帖数: 2795 | 18 Medical expenses are subject to 7.5% of AGI. In another word, medical
expenses are only deductible to the extent that they exceed 7.5% of your
Adjusted Gross Income. |
|
l*********e
发帖数: 7492 | 19 both h1,joint, has 1000 FSA, paid day care 1600
怎么没有让填给day care交了多少钱的地方？
直接问了：
did you pay care expense for any nondependents?
no
any additional expense information?
no
Unused balance in FSA
Did you spend entire amount...
yes
any leftover amount
0
然后直接就说child and dependent care credit 0..
咋回事？ |
|
p***p
发帖数: 40 | 20 I have two children, one in daycare while the other is cared at home by my
parents. For dependent care expense, can I claim both of them even if all
the expense incurred were from one of them? That is a difference of $3000
to $6000. Thanks. |
|
h*******6
发帖数: 3228 | 21 谢谢！ 很多receips 都丢失了，所以 medical expenses 只是估算。 要紧吗？
也就是大约6000刀的 medical expenses。IRS会查吗？ |
|
h********0
发帖数: 440 | 22 有Moving expense的开支，但是employer已经reimburse了。
这种应该不可以claim Moving expense了吧？
多谢。 |
|
c*****e
发帖数: 3226 | 23 【 以下文字转载自 Stock 讨论区 】
发信人: capcase (gotmail), 信区: Stock
标 题: investment expense
发信站: BBS 未名空间站 (Sun Mar 6 03:16:30 2011, 美东)
似乎不少investment expense 都可以抵税：
• Investment counseling and advice,
• Legal and accounting fees,
• Investment newsletters,
• Safety deposit box.
似乎电脑也可以。printer, scanner. pda. 。。
internet 可以么？
我不理解这一段：
Fees paid to brokers, banks, trustees, or other agents to collect income (
but not to purchase or sell investments - these are added to the basis in
... 阅读全帖 |
|
q**********n
发帖数: 262 | 24 跟上班有关的expense，如交通租房手机都可以退税的 - form 2106
我正在研究这块。 以前有人退成bussiness expense的税了吗？
我是去年买了辆车，并且在公司附近租了个房（只在周一到周五住）。不知这种退税还
要附上收据之类的吗？ |
|
B********8
发帖数: 52 | 25 I am sorry I can not type in chinese now.
My question is we pay 1000 for my son's 2009 daycare but we forgot to claim
it. Actually we pay 6000 for my daughter preschool in 2009 but we only
claimed one child . I am not sure should we claim 2 child or just one child
dare expense. The total expense for my two child is more than 7000 in 2009,
but my son only incurred 1000. This year I want to amend the form but I am
not sure should I claim 3000 which is one child or just the fee we paid for
my son. |
|
h***u
发帖数: 214 | 26 本来我太太在家带孩子，计划今年找工作。就让孩子年初去了幼儿院。
我在 Dependent Care Pre-Tax Expense Account 存了5000刀，用来给孩子上幼儿院。
但是我太太一直没有找到工作。请问如果我太太今年没有找到工作，Dependent Care
Pre-Tax Expense Account怎么办？
谢谢 |
|
m***t
发帖数: 128 | 27 From Instruction for 2241:
it is possible a qualifying child could have no expenses and a second child
could have expenses exceeding $3,000. You should list -0- for the one child
and the actual amount for the second child. The $6,000 limit would still be
used to compute your credit unless you have already excluded or deducted, in
Part III, certain dependent care benefits paid
to you (or on your behalf) by your employer. |
|
m***t
发帖数: 128 | 28 From Instruction for 2241:
it is possible a qualifying child could have no expenses and a second child
could have expenses exceeding $3,000. You should list -0- for the one child
and the actual amount for the second child. The $6,000 limit would still be
used to compute your credit unless you have already excluded or deducted, in
Part III, certain dependent care benefits paid
to you (or on your behalf) by your employer. |
|
g******e
发帖数: 389 | 29 请问tuition and fees 和child care expense可不可以用同样的费用来填？比如李私
立幼儿园的费用既用来填tuition and fees也用来填child care expense
不知道可不可以？ |
|
S*********s
发帖数: 1963 | 30 发现moving expense可以在standard deduction之外还能减，以前以为是两者取其大者
。。。
去年工作搬家的时候，没有留相关receipt，总共费用也就是七八百刀吧，因为是自己
开车搬过去的。连几天的hotel也是用SPG点数换的，也没有对应金额。
请教这个moving expense，回头IRS会要求提供receipt证明吗？谢谢 |
|
d*****d
发帖数: 915 | 31 moving expense有lump sum和实报实销，但是最后
w2 box 1里面包含了2000
box 12 P里面包含了100
那用3903填moving expense deduction是不是就是填2000？ |
|
y*******y
发帖数: 46 | 32 去年有大约$11K 1099收入，有不少legitimate business expenses (supplies,
equipment, communications, training, home office, etc.), 但我用TurboTax Home
Business怎么都deduct超不过$8k. 我知道home office deduction 有限制，但其他的
expenses也不让我完全打掉。 更奇怪的是，如果home office面积我少算一点，
deduction竟然会多，完全有悖常理。
哪位牛人帮我解解惑？ |
|
a***g
发帖数: 2931 | 33 moving expense有将近7，8千。都是公司出的，包括运家具，汽车，全家人飞机票，旅
馆，还有旅途中的餐用等。其中有些是自己先出，但后来公司报销的。公司把这些7，8
千和所有其他benefit也当成收入放到W2表了，但也发现公司也有给交相应的税（叫什
么gross up tax）。现在用turbo tax软件填表是发现有moving expense是可以作为tax
credit。但不知自己没花这个钱（因为公司都给支付这些费用），否能claim tax
credit？谢谢指点 |
|
c*******n
发帖数: 913 | 34 因为公司报销部分或者全部的Moving Expense，而且，把报销的部分放在了W-2 Box 12
Code P， 并且被加到了Box 1.
所以，你报税的时候，需要填写 Form 3903。填写所有的moving expenses， 否则你就
亏了
注意在填写 3903的时候，Line 4，填写 0. 因为报销的部分已经在box 1 里面了。
具体填写的方法， 参考
http://www.irs.gov/publications/p521/ar02.html
Form 3903 的部分。 |
|
l******7
发帖数: 2234 | 35 2012年换工作跨州搬家，雇主给报销3000刀，却扣掉25%的税，到手只有2250刀到我的
工资卡。现在拿到2012 W-2表格, Box 12里面却没有code P （moving expense
reimbursement paid directly to employee）
请问这种情况，我该咋办？
是不是HR因为疏忽忘记填上了？
我的I-1040表格中，Adjusted Gross Income该如何处理：26 （Moving expenses.
Attach Form 3903 ） ？ |
|
k**y
发帖数: 104 | 36 这26k既然在w2收入里，就要交税.你这26k应该大部分都可以计入moving expense 来
dudect tax。记得要公司的itemlized expense receipt。 |
|
a******z
发帖数: 66 | 37 我家有一个rental property A, 我们以此抵押申请了20万的home equity loan, 然后
用这笔钱作为首付，另外贷款30万，又买了rental property B。
要报税的话，那个30万mortgage的interest可以作为rental property B的expense, 这
个没有问题。
而开始那个20万贷款的interest应该也可以作为rental property B的expense的一部分
，（因为有这笔钱我才可以买到property B），可以deductible, 对吧？
多谢！ |
|
z********6
发帖数: 121 | 38 Hi 报税大牛们，
我是去年10月从国内H1B过来的，老婆小孩H4，准备先FILE EXTENSION然后DUAL STATUS，
但对于ITEMIZED ITEM和MOVING EXPENSE有点疑问。
1， 哪些需要ITEMIZED ITEM？ 州税地方税withholding, payment, estimated
payment 需要列举？？
2。公司给了RELOCATION PACKAGE，直接发到工资里，已经扣税了，还需要填写MOVING
EXPENSE去申报租房，购买家具等费用吗？ 另外飞机票，刚来住宾馆和租车的费用都是
公司另外出的在RELOCATION PACKAGE之外。
谢谢！！ |
|
d*******e
发帖数: 104 | 39 medical expense的意思，包括deductible的那部分费用和买health保险的费用吗？
如果我再买life insurance,算在medical expense里面么？
如果不算的话能不能报税里面deductible呢？
多谢了！ |
|
d*r
发帖数: 25 | 40 大家好。本人今年5月份master毕业，拿OPT，最近准备搬家到Mountain View工作。
Google给了我$7500 relocation bonus。最近卖车失败，考虑托运过去。从网上了解到
moving expenses可以在满足3个test的情况下，退税的时候能要回来。又听一个学长说
Moving expenses的报销只适用于H1B和绿卡的持有者，心中有些疑惑。
还请知情的兄弟姐妹解惑。非常感谢。 |
|
t***k
发帖数: 59 | 41 看P521，应该是都可以的
This publication explains the deduction of certain expenses of moving to a
new home because you changed job locations or started a new job.
You can deduct your moving expenses if you meet all three of the following
requirements.
Your move is closely related to the start of work.
You meet the distance test.
You meet the time test. |
|
j****9
发帖数: 243 | 42 我看说NR不能报moving expense，没有提到签证类型。
另外想搭车问一下：
1.刚到美国时租车的费用是否可以报Moving expense呢，
好像没看到可以，也没看到不可以？
2.有一部分费用是12月底花掉的，1月份公司报销了，应该怎么填表？
13年度报税填入的话，是不是要在W2的总收入里加入这笔费用的钱？
（13年的W2表里面没有包含这笔费用，应该在14年的W2中会体现吧？
到14年报税的时候，还再把W2 box1的金额减去这部分吗？）
有点晕，请版上有经验的前辈指点一下 |
|
t*******2
发帖数: 384 | 43 我知道Medical expense >= 7.5% AGI 的那部分可以抵, 但是这个medical expense 怎
么算,包括fsa和health insurance premium吗? 因为这部分钱已经是pre-tax的.万分感
谢. |
|
r*****n
发帖数: 972 | 44 夫妻异地，2014年都换了工作，现在仍然异地，moving expense怎么填呢？
TurboTax里面只有一个moving 的选项。。。
另外，moving expense需要严格按照自己当时花费对应的receipt claim么？ |
|
w*******g
发帖数: 9932 | 45 not everything can be expensed
for example
painting is current expense
appliance is five year asset
up |
|
M******k
发帖数: 27573 | 46 我看1040上的daycare expense是最大6000， 按20%比率给credit，但是如果用了
dependent care FSA，FSA里报销的钱数要从expense里扣。
那如果总税率<20%的话，用dependent care FSA不是亏了。（排除什么AMT之类的特殊
情况） |
|
g*****3
发帖数: 147 | 47 问题
去年在医院花了１w多（悲催的high deductible medical plan）
当时是用个人信用卡付的帐单，然后从hsa直接reimburse到我的checking account。
收到hsa 的１０９９-ＳＡ了，box ５被check，ＨＳＡ按unqualified medical
expense算的，要２０％的tax。
现在有什么办法补救吗？ １０４０ schedule Ａ 能把这个unqualified medical
expense 免去吗？ |
|
b*******e
发帖数: 302 | 48 2015年公司出差的expense直到2016年2月才reimburse。请问这种情况可以在1040sa中
claim Unreimbursed employee expenses吗？ |
|
c*****a
发帖数: 8464 | 49 请教下哈。
12月的时候换了个工作，搬家有moving expense，大概花了2000多，新工作是1月开始
的，那今年报税要报moving expense么？新的w2 是1月才收到的，老的w2一直到去年12
月。 |
|
f*****e
发帖数: 5177 | 50 你可以报两次。
第一次是你自己move的expense
第二次是your wife move的expense
所有收据都要保留好。
如果没有，可以用标准miles来算。27c per mile。 |
|
