N**D
发帖数: 2885 | 1 现在有个很棘手的问题-- overpaid estimated state tax.
今年市场波动很大，前半年获利颇多，于是付了2000多刀的state estimated
tax (NY). 后半年损失惨重，结果一年下来还是loss。结果就是state tax deduct过多
，会收到3000多的refund.
问题出现了，由于我选择了itemized deduction, 所以明年这3000多state tax
refund 会成为federal taxable income...那么我就得多交1000多的联邦税，然而，今
年我实际上被AMT hit, 所以多扣的state tax并没有帮我省多少今年的联邦税。 2年综
合下来，我会多交1000多联邦税，不知道有什么办法可以很好解决这个问题：比如说减
少今年的state tax deduction(is that possible?)
多谢． |
w*******g
发帖数: 9932 | 2 I have an idea
【在 N**D 的大作中提到】
: 现在有个很棘手的问题-- overpaid estimated state tax.
: 今年市场波动很大，前半年获利颇多，于是付了2000多刀的state estimated
: tax (NY). 后半年损失惨重，结果一年下来还是loss。结果就是state tax deduct过多
: ，会收到3000多的refund.
: 问题出现了，由于我选择了itemized deduction, 所以明年这3000多state tax
: refund 会成为federal taxable income...那么我就得多交1000多的联邦税，然而，今
: 年我实际上被AMT hit, 所以多扣的state tax并没有帮我省多少今年的联邦税。 2年综
: 合下来，我会多交1000多联邦税，不知道有什么办法可以很好解决这个问题：比如说减
: 少今年的state tax deduction(is that possible?)
: 多谢．
|
w*******g
发帖数: 9932 | 3 I wish I had thought of this last year because I had the same problem.
This year I used sales tax deductible in lieu of state income tax in
schedule A
【在 N**D 的大作中提到】
: 现在有个很棘手的问题-- overpaid estimated state tax.
: 今年市场波动很大，前半年获利颇多，于是付了2000多刀的state estimated
: tax (NY). 后半年损失惨重，结果一年下来还是loss。结果就是state tax deduct过多
: ，会收到3000多的refund.
: 问题出现了，由于我选择了itemized deduction, 所以明年这3000多state tax
: refund 会成为federal taxable income...那么我就得多交1000多的联邦税，然而，今
: 年我实际上被AMT hit, 所以多扣的state tax并没有帮我省多少今年的联邦税。 2年综
: 合下来，我会多交1000多联邦税，不知道有什么办法可以很好解决这个问题：比如说减
: 少今年的state tax deduction(is that possible?)
: 多谢．
|
N**D
发帖数: 2885 | 4 what's ur idea?
【在 w*******g 的大作中提到】
: I have an idea
|
N**D
发帖数: 2885 | 5 我那可能买这么多东西啊．除非做生意．．．
【在 w*******g 的大作中提到】
: I wish I had thought of this last year because I had the same problem.
: This year I used sales tax deductible in lieu of state income tax in
: schedule A
|
w*******g
发帖数: 9932 | 6 There is a standard deducible amount for sales tax. Depends on your income,
it can reach 2~3000 dollars. If you had bought a car or other big item, the
amount could be added up.
【在 N**D 的大作中提到】
: 我那可能买这么多东西啊．除非做生意．．．
|
f****t
发帖数: 1063 | 7 then it is much less than your actual state income tax?
,
the
【在 w*******g 的大作中提到】
: There is a standard deducible amount for sales tax. Depends on your income,
: it can reach 2~3000 dollars. If you had bought a car or other big item, the
: amount could be added up.
|
w*******g
发帖数: 9932 | 8 depend on how much your state income tax is. Some state has low income tax
rate but high sales tax rate.
【在 f****t 的大作中提到】
: then it is much less than your actual state income tax?
:
: ,
: the
|
