b******s
发帖数: 54 | 1 请大侠帮忙看看哪些可以退税
公司基本付了所有费用
还有relocation费用大概$17000， tax assitance $12000。总共有$30000左右，
请问tax assistance是overpaid 了吗？
如果是，可以要求退税？
不是很懂，不胜感激 |
c*********7
发帖数: 19373 | 2 有个专门的form，按上边的要求填，似乎有上限。 |
d*******n
发帖数: 78 | 3 表格里不是已经分好了么，taxable的不能退，应该在你的W2 income里了。
哪些excludable 的，如果也被加在W2的收入里了，是可以deduct的。如果在box12
with codeP 里的，表示已经没算税了，你就没啥可以deduct的了 |
b******s
发帖数: 54 | 4 谢谢
请问tax assistance 是啥？
【在 d*******n 的大作中提到】
: 表格里不是已经分好了么，taxable的不能退，应该在你的W2 income里了。
: 哪些excludable 的，如果也被加在W2的收入里了，是可以deduct的。如果在box12
: with codeP 里的，表示已经没算税了，你就没啥可以deduct的了
|
S*****n
发帖数: 6055 | 5 请教为啥taxable的不能退呢？只要在income里面不就可以退么？
【在 d*******n 的大作中提到】
: 表格里不是已经分好了么，taxable的不能退，应该在你的W2 income里了。
: 哪些excludable 的，如果也被加在W2的收入里了，是可以deduct的。如果在box12
: with codeP 里的，表示已经没算税了，你就没啥可以deduct的了
|
S*********s
发帖数: 1963 | 6 看表格，不就是帮你withhold的tax amount吗？
不过你这withhold了$12000也恁多了吧？你是不是在帖子里写错信息了？ $17000是不
是那个all other taxable amount？你的grand total是不是四五万左右而不是你说的$
30000?
【在 b******s 的大作中提到】
: 谢谢
: 请问tax assistance 是啥？
|
y****i
发帖数: 17878 | 7 looks like this tax assistance is counted as your income (money paid to you
instead of tax withhold)
in this case, it is called lump sum gross up - your employer gave your more
than enough money to cover your tax liability for receiving taxable
relocation benefits.
【在 b******s 的大作中提到】
: 谢谢
: 请问tax assistance 是啥？
|
b******s
发帖数: 54 | 8 $17000是all other taxable amount，加上$12000，共$30000左右。。。
的$
【在 S*********s 的大作中提到】
: 看表格，不就是帮你withhold的tax amount吗？
: 不过你这withhold了$12000也恁多了吧？你是不是在帖子里写错信息了？ $17000是不
: 是那个all other taxable amount？你的grand total是不是四五万左右而不是你说的$
: 30000?
|
b******s
发帖数: 54 | 9 请问多交的这部分可以要求退税吗？
you
more
【在 y****i 的大作中提到】
: looks like this tax assistance is counted as your income (money paid to you
: instead of tax withhold)
: in this case, it is called lump sum gross up - your employer gave your more
: than enough money to cover your tax liability for receiving taxable
: relocation benefits.
|
y****i
发帖数: 17878 | 10 suppose your regular income is $100, and the tax rate is 50%
so you pay $50 tax, and take home $50.
imagine you win a $100 lottery that is fully taxable
you have to pay $100 tax now, and pocket $100.
wait a minute, you say to the lottery guy, I only get $50 more, not the full
$100 you promise to me.
OK, he says to you, I will give you $200 instead that includes $100 "tax
assistance".
now you pay $150 tax, and keep $150 to yourself, exactly $100 more than your
take home money before you win the lottery.
back to your case, nobody knows how much more tax you would pay for getting
$17,000 taxable relocation benefit. your employer made a guess and gave you
additional $13,000 tax assistance. you have to pay tax on the entire
additional $30,000 on top of your other incomes. Depends on your particular
tax bracket, your net after tax gain may be more then $17k, may be less, but
that's it, you cannot ask IRS to give you a refund if the net gain is less
than $17k.
【在 b******s 的大作中提到】
: 请问多交的这部分可以要求退税吗？
:
: you
: more
|
y****i
发帖数: 17878 | 11 now if the tax assistance is given in the form of tax withholding, it looks
like this:
the lottery guy gives you $100 bonus, and pays $50 tax as tax assistance on
your behalf.
now your total income is $200, so your tax liability is $100. Since you
already have a $50 tax credit paid by the lottery guy, you just need to pay
$50 out of your pocket, and keep $150 for a net after tax gain of $100.
full
your
【在 y****i 的大作中提到】
: suppose your regular income is $100, and the tax rate is 50%
: so you pay $50 tax, and take home $50.
: imagine you win a $100 lottery that is fully taxable
: you have to pay $100 tax now, and pocket $100.
: wait a minute, you say to the lottery guy, I only get $50 more, not the full
: $100 you promise to me.
: OK, he says to you, I will give you $200 instead that includes $100 "tax
: assistance".
: now you pay $150 tax, and keep $150 to yourself, exactly $100 more than your
: take home money before you win the lottery.
|
S*********s
发帖数: 1963 | 12 那你总共多出的收入就是$30000（可能包括在你的w2里，自己去查对一下），这$30000
要交税，如果$12000是withhold的tax的话，你就按1040表正常填表就行，多扣的税自
然能拿回来；
如果$12000你拿到自己手里了，那么也照常填1040表，把税补交上去就是。
【在 b******s 的大作中提到】
: $17000是all other taxable amount，加上$12000，共$30000左右。。。
:
: 的$
|
