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f******s
发帖数: 440 | 2 一人投5k岂不是可以拿500？ 所以我说应该不止200
或者这个credit有上限？ |
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a*****n
发帖数: 5158 | 3 理解能力
2k x 10%
或者看看f8880就一分钟的事 |
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g******s
发帖数: 39 | 6 股票收入不好预估啊。难道都play safe，直接用(110%*去年tax return上算出来的税
－ 预估今年w2的withholding)/4?
IRS说是可以amended estimated tax。“After you make an estimated tax payment,
changes in your income, adjustments, deductions, credits, or exemptions may
make it necessary for you to refigure your estimated tax. Pay the unpaid
balance of your amended estimated tax by the next payment due date after the
change or in installments by that date and the due dates for the remaining
payment periods.”
但是又说了“Underpayment penalty. If y |
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t******t
发帖数: 772 | 7 you may be subject to underpayment penalty. |
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t******t
发帖数: 772 | 8 美国报税是诚信基础上的，你可以报多少就多少，今天一个帖子标题是被IRS追讨2004
的税。而且你改了W-4，如果导致你少交税， you may be subject to underpayment
penalty. |
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s******g
发帖数: 654 | 9 Bad news for you. As you are now a green card holder of USA, you have to
report all your income worldwide to the IRS. Also, you have to disclose your
foreign bank accounts to the IRS if your total foregin asset is more than $
10,000. Please consult with your CPA before it is too late for the 50%
penalty and up to 3 years prison.
=====================================================================
The minimum penalty for failing to submit the required disclosure is $10,000
, and it increases by ... 阅读全帖 |
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c*******n
发帖数: 913 | 10 Here is the general safe harbor rule regarding the underpayment penalty:
1) If in 2010, you have already paid in 100% of prior year's (2009)IRS tax
liability. Then you meet the safe harbor rule. NO PENALTY.
2) either you paid in 90% of current year's tax liability.
Whichever one is smaller.
If your payment in 2010 meets the safe harbor rule, then no worry. Do
not calculate the penalty.
The only reason Turbo Tax calculate that penalty is because you did not
provide last year's tax liability.
Hope... 阅读全帖 |
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r****a
发帖数: 3249 | 11 To svoid underpayment penalty for 2011 tax return, TurboTax does this for
you.
If you dont like this idea, you may ask your payroll to decrease your
allowance.
prepay |
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H******s
发帖数: 74 | 12 你平时少交点. 报税时多交点, UNDERPAYMENT PENALTY 很少的. 象我, 需补交＄２
，０００． ＰＥＮＡＬＴＹ 只有 $6. |
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r****a
发帖数: 3249 | 13 This is underpayment penalty.
Is it your first time u owe tax?
If yes, this can be waived. |
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x*******u
发帖数: 81 | 14 对了，CP45还有一栏“what you need to do”,这样写的：
/ adjust your 2011 estimated tax payments to avoid any possible underpayment.
这是不是就要求我改表1040NR-EZ的24栏呀 |
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t******g
发帖数: 10390 | 15 我觉得不是这意思,因为你填了24行,irs理解你想交estimated tax,结果他们因为别的原
因无法让你实现这个理想,但是为了你好,怕你因为这个少交了estimated tax到明年来你
欠他们的钱还要给罚,所以让你自己注意一下,调整一下自己以后做的estimated tax的数
额以免欠钱.
我们大部分人都是通过雇主来预交税,estimated tax一般是给没雇主的人(比如奥巴马,
写了本书挣了很多)或者自己管理自己的资金的人(比如拿fellowship的博士后).他们需
要自己主动预交税前给irs才行.
underpayment. |
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f****e
发帖数: 590 | 16 08年的税要补交$1425.00
underpayments penalty $285
increase in interest $141.10
请问有哪些能不用交么？
谢谢~ |
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k********6
发帖数: 175 | 17 interest on federal, state, local tax underpayment is personal interest, not
deductible.
penalty也不可以deductible
剩下的，你自己做主吧，goodfaith mistake不会导致penalty |
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r******l
发帖数: 10760 | 18 谁告诉你第一次不用交？
只有两个可能不用交罚款：1）签的钱少于应交总数的10%；或者2)withhold的钱大于去
年的税款。跟你第几次没关系。 |
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S*********s
发帖数: 1963 | 20 那下面这个规定怎么解释？
New Jersey Gross Income Tax
Full-year residents who are single or married filing separate return must
file a NJ tax return if their gross income is more than $10,000.
Full-year residents who are married and filing a joint return, head of
household or qualifying widow or widower must file a NJ tax return if their
gross income is more than $20,000.
我LD去年webfile的NJ WEB 1040就是taxable income 是$ 980.00，tax自动等于0，
（虽然 NJ tax table INCOME 950-1,000 对应的tax是$14 )
webfile是NJ税务局链接过去的网站，应该不会算错的。
... 阅读全帖 |
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A**a
发帖数: 275 | 21 想要年底前预交一部分税款去avoid underpayment penalty,请问填什么表，该怎么操
作 |
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p****j
发帖数: 4762 | 22 你第一年欠税是不会有罚款的，自己查underpayment的罚款规定。 |
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A**l
发帖数: 2650 | 23 对于没有F1经历的直接H1B（以及L1），通常版本是（YMMV）
0. Useful 1040 excel in case you cannot use TurboTax: http://www.excel1040.com/ - it's really COOL!
0. Documents you should prepared by yourself before filing tax return
Original valid passport, or a notarized or certified copy of a valid
passport and visa (for W-7)
1. Forms you should received from others
Form W-2
From your employer
Form 1099-INT
From your bank
2. Documents you should download to read through
Publication 519
U.S. Tax Guide for Aliens
http://www.... 阅读全帖 |
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A**l
发帖数: 2650 | 24 对于没有F1经历的直接H1B（以及L1），通常版本是（YMMV）
0. Useful 1040 excel in case you cannot use TurboTax: http://www.excel1040.com/ - it's really COOL!
0. Documents you should prepared by yourself before filing tax return
Original valid passport, or a notarized or certified copy of a valid
passport and visa (for W-7)
1. Forms you should received from others
Form W-2
From your employer
Form 1099-INT
From your bank
2. Documents you should download to read through
Publication 519
U.S. Tax Guide for Aliens
http://www.... 阅读全帖 |
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A**l
发帖数: 2650 | 25 应要求重新整理一遍，去掉一些不准确的地方，加了一些说明。如有错漏，请告知。
关键字：非F1，H1B, H4, L1, L2, first year choice (FYC), dual status (DS),
resident (R), non-resident (NR), extension, married file separately (MFS),
married file jointly (MFJ)
1. 背景
Tax版大部分税友是F1->H1B，所以版面文章也多是考虑F1以及F1/OPT转H1B的情况。我
的情况是2012年10月中来CA，H1B＋2xH4（老婆儿子）。其实这样的人应该也不少，近
两年来更是如此。但似乎版面文章不太多，因此将我报税过程记录下来，以便后人参考
。直接从国内过来的L1/L2从报税流程上跟H1B/H4是类似的，区别主要在于H1B通常从每
年10月开始生效，而L1（以及non-cap H1B）随时生效，所以在美时间不同，会导致报
税身份（可能）有不同。
报税之前，请先大概浏览一遍精华区，并search版面，能起到事半功倍之效（因为你碰
到的问题很有... 阅读全帖 |
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A**l
发帖数: 2650 | 26 应要求重新整理一遍，去掉一些不准确的地方，加了一些说明。如有错漏，请告知。
关键字：非F1，H1B, H4, L1, L2, first year choice (FYC), dual status (DS),
resident (R), non-resident (NR), extension, married file separately (MFS),
married file jointly (MFJ), substantial presence test (SPT)
1. 背景
Tax版大部分税友是F1->H1B，所以版面文章也多是考虑F1以及F1/OPT转H1B的情况。我
的情况是2012年10月中来CA，H1B＋2xH4（老婆儿子）。其实这样的人应该也不少，近
两年来更是如此。但似乎版面文章不太多，因此将我报税过程记录下来，以便后人参考
。直接从国内过来的L1/L2从报税流程上跟H1B/H4是类似的，区别主要在于H1B通常从每
年10月开始生效，而L1（以及non-cap H1B）随时生效，所以在美时间不同，会导致报
税身份（可能）有不同。
报税之前，请先大概浏览一遍精华... 阅读全帖 |
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y**u
发帖数: 426 | 28 可以recharaterize你的roth Ira,相当于取消convertion，等三十天再convert from
traditional ira to Roth Ira, 这样你损失点收益的税，但是没underpayment
penalty |
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d******n
发帖数: 1768 | 30 用taxact,只是想先试试这个功能,
随便填个收入30万,想看看让交多少税,
可是一直走到最后,只说免税额是97600,没有refund,但没说让补多少?
而且也没见让填海外帐户
Income: $-97,600
Adjustments: $0
Adjusted gross income: $-97,600
Deductions: $6,100
Exemptions: $3,900
Taxable income: $0
Tax computed on FEI WS: $0
Alternative minimum tax: $0
Credits: $0
Other taxes: $0
Payments: $0
Underpayment penalty: $0
Federal Refund: $0 |
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r*****g
发帖数: 9999 | 31 要交underpayment penalty，我把自己和老婆的W-4看了3遍，没有填错任何地方，为什
么tax withhold还是不够呢？
另外还有那个AMT，妈的每年都被收羊毛，就没有什么办法避免吗？
每次报税都要问候IRS先人几百遍。 |
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j*****8
发帖数: 363 | 32 去年休产假的时候拿的short term disability pay没扣税
再加上lg还是F-1 OPT，年初让他们会计搞5000免税
结果会计也没搞明白，还得自己填8833，然后税还少交了
现在欠税5000多，还不符合exception
问一下penalty是自己算出来报税的时候交上呢，还是先报上去等着IRS算出来再交
penalty呢
看着算penalty还要单填个表 |
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N****g
发帖数: 2829 | 33 我的理解分4次付应该不用付利息。
http://www.irs.gov/pub/irs-pdf/p505.pdf
Page 51
"Minimum required each period. You will owe a penalty for any 2013 payment
period for which your estimated tax payment plus your withholding for the
period and overpayments applied from previous periods was less than the
smaller of:
22.5% of your 2013 tax, or
25% of your 2012 tax. (Your 2012 tax return must cover a 12-month period.)"
Page 53
"Short Method for Figuring the Penalty (Part III)
You may be able to use the short method... 阅读全帖 |
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f*******n
发帖数: 12623 | 34 一般人都会跟公司说。
但是如果错误没有扣，有责任交钱给政府的是公司。跟着公司可以向你要钱，但是这个
是公司和你之间的事情。
http://www.irs.gov/publications/p15/ar02.html#en_US_2015_publin
If you withheld no income, social security, or Medicare taxes or less than
the correct amount from an employee's wages, you can make it up from later
pay to that employee. But you are the one who owes the underpayment.
Reimbursement is a matter for settlement between you and the employee.
个人无法补交social security和medicare税的。 |
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p****b
发帖数: 541 | 35 刚刚用turbo tax网上的免费版处理了我的报税，因为要用treaty，肯定是要自己重新
打印，我想打印这里产生的表格下来作为参考。但是网站让打印的时候需要注册。我想
问问注册只是这个软件的注册并没有E-file吧，只要最后file那一步没点就没算完成了
吧。不想弄错了，谢谢！
另外，这个免费版今年也可以报州税，但是turbo tax说要等Calculation of Est
Personal Income Tax Underpayment Penalty。这意思是我去年州税没交要罚款吗？事
实上我去年州税应该是一分钱不交啊。请教这到底是什么意思？谢谢！ |
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D*******r
发帖数: 162 | 36 2011年来美国，我j1,LD J2（有工作）,有一个孩子，全家一起报税。
2014年的W2，我的state income tax(item 17) 为 0；
LD 的state income tax 有几百刀；
现在算下来我们欠加州政府大概800左右，所以肯定是要交panelty了。
现在想问一下，我这个panelty 是 underpayment panelty 还是 withholding panelty?
如果是withholding panelty,我怎么知道我的withholding应该是多少？
另外想问问，我这个panelty大概得交多少（除了欠加州政府的800以外，单纯的
panelty and interest）？
谢谢！ |
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M*******s
发帖数: 4074 | 37 改你的 W-4，增加 withholding。
比如，你2014年度的税表欠税6000，那就在 W-4表上每月增加 500 的 withholding。 |
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a***w
发帖数: 168 | 38 今年的withhold已经改了, 可去年的没法补了, 有啥法子fix么? |
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s**********d
发帖数: 36899 | 39 你self-employed 的时候要付estimated tax，否则就会有罚款，即使最后有退税。
搜IRS estimated tax，特别指明了这点 |
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U********S
发帖数: 1896 | 40 下半年开始自雇，第三季度收入不多所以交的少，第四季度收入多交的也多。问题是第
三季度的时候不知道第四季度收入有增加。这样岂不是年年要交罚款？ |
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a********l
发帖数: 980 | 42 填了个表解释了一下原因，补交的税IRS已经扣了，不知道之后会不会有bill, 网上是
说if this is the first year that you've had such an underpayment, the
penalty is waived |
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t**e
发帖数: 208 | 43 看了IRS,如果今年已经交的税是去年的110%, 就不用交underpayment penalty, 但是今
年还要补税，这部分补税需要交利息吗？谢谢 |
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发帖数: 1 | 44 2210 好复杂.
if I own IRS 2000$, to get a simple answer:
Multiply 2000$ by 0.02656?
thanks a lot! |
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w*******g
发帖数: 9932 | 45 you may not owe anything if you meet certain conditions |
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v****n
发帖数: 100 | 46 搭车求问各位大神！
如果因为是公司withhold少了tax造成了需要填Form 2210交penalty，那么2210里的
part II应该选哪个？
A: You request a waiver (see instructions) of your entire penalty. You must
check this box and file page 1 of Form 2210, but you aren't required to
figure your penalty.
B: You request a waiver (see instructions) of part of your penalty. You must
figure your penalty and waiver amount and file Form 2210.
C: Your income varied during the year and your penalty is reduced or
eliminated when figured using the annualized incom... 阅读全帖 |
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w********u
发帖数: 545 | 49 08年买房,政府给了$7500的homebuyer credit, 其实是个15年的免息贷款。去年跨洲搬
家，那个房子就租出去了。结果今年保税的时候，说因为不是primary home了，要把没
有还完的7500 credit的剩余部分一次还清！！就这个原因，一下子要多补税4000多。
而且，还因为需要补交的税太多，导致要再交一个underpayment penalty！！虽然不多
，penalty 70多块钱，但是这个合理吗？我并不是平时交税太少，如果没有这个一次性
补交4500的credit,我还能有小几百的退税。现在由于这个原因，还要交penalty。
大家谁有同样的情况吗？可以有什么说法至少不用交那个penalty吗？如果能够不需要
一次把4500补回去，还能每年补500那就更好了。
大包子答谢！！ |
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f*******n
发帖数: 12623 | 50
你确定吗？你如果交了今年需要交的税的90%，或去年需要交的税的100%或110%，就没
有penalty。
你如果月底拿paycheck的，你可以调整你的w-4，填0 allowances并且很大的数字的
extra withholding（譬如50000），让它max out你12月底的paycheck的扣税。
refund)
不是。你去年要完全不需要交税才行。
and
你1月15号之前可以交第四个quarter的estimated tax。但是如果需要交estimated tax
的话，是每个quarter都要交够才行。就算你第四个quarter交够整年的estimated tax
，如果前三个quarter的estimated tax没交够，还是会有罚款。 |
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