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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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N**D 发帖数: 2885 | 4 what's ur idea?
【在 w*******g 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I have an idea
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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】![](/moin_static193/solenoid/img/up.png) : 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
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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】![](/moin_static193/solenoid/img/up.png) : 我那可能买这么多东西啊.除非做生意...
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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】![](/moin_static193/solenoid/img/up.png) : 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.
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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】![](/moin_static193/solenoid/img/up.png) : then it is much less than your actual state income tax? : : , : the
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