N***U
发帖数: 1242 | 1 【 以下文字转载自 NewJersey 讨论区 】
发信人: NJURU (爸爸不能只喜欢妞妞), 信区: NewJersey
标 题: 2014（for 2013)税表的准备和咨询
发信站: BBS 未名空间站 (Thu Dec 12 10:51:08 2013, 美东)
2013 tax year的报税可能会因为前一段时间government shutdown 而退后至少两周。
不过有一些年底前的准备工作可能现在就要着手进行。例如：
1.有自雇收入的希望能够contribute to Solo401(K)的，必须open account by 12/31/
2013 to qualify the deduction;
2.convert qualified retirement account to Roth IRA也要在年底前完成。
3.有要申请联邦FAFSA以及college student aid的也要在年底前完成资产调整。
4.这几年一直有版上的朋友问，让有绿卡的父母看护年幼的dependent child,可以算做
child care expense吗？理论上说，是可以的。“work-related payments made to
relatives who are not the taxpayer's dependent CAN be included when
calculating the credit,...even if they live in the taxpayer's home" (IRS
Publication 503);但大家可以看到是有大前提的。(a)父母有SSN；（b)不能是
dependent; (c)你的expense要算作他们的收入；(d)如果有意要申请government
assistant的要权衡
5. (想到再写）--commission rebate is not taxable income.
IRA 认为cash rebate pay to buyer of property is a adjustment price to the
property, and it taxable. 所以如果有收到broker寄来的1099-MISC, 可以report
to the broker as error and ask the broker to withdraw.
6. MJS or HOH-- 夫妻不是因为legally separate 而分居两地的，可能会满足HOH
filing status,which is tax advantageous than MFS;同时满足一定条件的话，state
and federal 不一定要file 同样的status, 看那个能带来更大的tax benefit.
今年基本和往年一样，一月中旬以后在Manville的office也可以有预约的面谈。不过还
是以义务服务，电话邮件咨询为主， |
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