E kiʻi i kāu pepa hana i mua o ka manawa kālai
E lawe i ka pilikia mai kēiaʻauwaiʻauhau ma ka nānāʻana i kā mākou papa inoa ma mua o kou haʻaleleʻana i ka home. ʻAe, ua lōʻihi a lōʻihi ke nānā aku, akā e hoʻomaha nui loa -ʻaʻole e pili kēia mau palapala iāʻoe. Ke heleʻoe i lalo i ka papa inoa, e hele wale i kēlā mau mea i nele i kahi i kāu kiʻi pilikino pono'ī.
E lawe i kāu Kāleka Kāleka Ola meʻoe
He mea nuiʻole kēia inā ua hoʻohanaʻoe i kēlā pūke helu like i nā makahiki i hala iho nei, akā ināʻikeʻoe i kekahi mea hou, e makemakeʻo ia e hōʻoia i ka hua'ōlelo o kou inoa. Hiki iā ia ke hana i kēia me ka nānā ināʻoe e lawe mai i kāu kāleka Social Security. E hōʻoiaʻiʻo e lawe mai i nā kāleka no kāu wahine a me nā mea pilikino.
Inā hikiʻole iāʻoe ke kau i kou mau lima ma kāu kāleka Social Security, pono paha ke kipa i kahi keʻena o ka Social Security Administration e loaʻa ai ka kāleka pani no ka mea e pono ana iāʻoe no kekahi mea'ē aʻe ma mua a ma hope paha. Akā ināʻaʻoleʻoe i loaʻa ka manawa, e lawe i kahi kope o kaʻauhauʻauhau o ka makahiki i hala iho nei meʻoe, kahi e lawe i kou inoa i kēia manawa a me kahi kūlana inā hiki, a me kāu helu mālama ola.
Nā Palapala Pāʻoihana Loaʻa
ʻO kēia ka manawa e hoʻomaka ai e hōʻiliʻili i kēlā mau palapala kālā loaʻa. Hoʻokuʻu iā lākou i loko o kāu pahu i ka wā e hoʻomaka ai e pae i loko o kāu pahu leta ma Ianuali a me Pepeluali.
- Puka W-2 (uku kālā a uku uku)
- Ka pepa W-2G (ka lanakila lanakila o ka pāʻani)
- Puka 1099-A (hana paʻa i kahi home)
- Kākoʻo 1099-B (kūʻaiʻia o nā ukana, nāʻaina, a me nāʻoihana'ē aʻe)
- Puka 1099-C (nā kālā i hōʻoleʻia)
- Puka 1099-DIV (dividends)
- Puka 1099-G (ukuʻauhauʻauhau a me ka uku hanaʻole)
- Puka 1099-INT (kālā loaʻa)
- Puka 1099-K (ʻoihana kūʻai a hoʻolimalima paha i hoʻoponoponoʻia e nā pūnaewele likeʻole)
- Puka 1099-LTC (nā makana i loaʻa mai kahi kulekele mālama mālama lōʻihi)
- Puka 1099-MISC (hana pilikino a me nāʻano kālā likeʻole)
- Puka 1099-'OID (ka uku kūʻai kumuhana ma nā paʻa)
- Puka 1099-PATR (nā hoʻokaʻawale limahana)
- Puka 1099-Q (nā hāʻawiʻana mai kahi hoʻonohonoho mālama mālama)
- Puka 1099-QA (nā hāʻawiʻana mai kahi pūnaewele ABLE)
- Puka 1099-R (nā hāʻawiʻana mai nā hōʻike hoʻoili o kēlā me kēia manawa, 401 (k) nā mālama, a me nāʻano hana'ē aʻe o nā hoʻopalekana palekana)
- Puka 1099-S (loaʻa mai ke kūʻaiʻana i ka waiwai waiwai)
- Puka 1099-SA (nā hāʻawiʻana mai nā waihona mālama ola ola)
- Puka SSA-1099 (Nalu Palekana Ola)
- Puka RRB-1099 (Nā uku hoʻolimalima hale kaʻa)
- Kēlā K-1 (ke kālā mai ka pilikino, S nā hui, nā'āina, a me nā hilinaʻi)
Hiki paha iāʻoe ke loaʻa kālā i ka wā o ka makahiki e hōʻikeʻoleʻia ana i kekahi o kēia mauʻano. Eia kekahi laʻana, hiki paha iāʻoe ke hoʻoilina pono'ī i kāuʻoihana pono'ī. Ua uku paha kekahi iāʻoe $ 500 no ka hana. ʻAʻole makemake kēia e hoʻolako aku ka hui a iʻole ke kanaka i kahi palapala 1099-MISC iāʻoe a iʻole ma muli ou no ka mea, he $ 600 mai ka 2017.
Akā,ʻaʻoleʻoe e hōʻike aʻauhau i nāʻauhau ma kēlā kālā.
E kākau i nā pane a pau a iʻole nā mea'ē aʻe i loaʻaʻole kahi palapala hōʻikeʻike kālā. Eʻike i kāu mea kau kālā eʻike i ke kālā a me ka nui o ka loaʻa. ʻO nā kumu'ē aʻe o nā kālā iʻikeʻoleʻia ma kekahi o kēia mau pepaʻauhau e pili ana i ka loaʻa kālā kālā mai nā kālā kālā'ē aʻe a me ka loaʻa kālā loaʻa .
Nā Palapala Hoʻohui Kū'ē
Hiki iāʻoe ke loaʻa kekahi mau pepaʻauhau e pili ana i ke kālā āu i lilo ai i hiki ke hoʻopō i kāu kiʻi kiʻi. E makemakeʻoe e lawe pū me kēia mau mea meʻoe, a ināʻaʻole i loaʻa iāʻoe kahi palapala a palapala paha, e hoʻomaopopoʻoe i kāu helu helu o nā uku āu i hana ai no ka mea hikiʻole ke hōʻemiʻia.
- Puka 1097-BTC (uku kālāʻauhau)
- Puka 1098 (hoʻolimalima kālā hoʻoili)
- Puka 1098-C (kōkua maikaʻi o nā kaʻa)
- Puka 1098-E (uku pānaʻi haumāna)
- Puka 1098-MA (nā uku moraki home)
- Puka 1098-T (ke kulanui no ke kula kiʻekiʻe)
- Nā hoʻolālā pāʻoihana (i hōʻuluʻuluʻia e ka pilina a me ka nui)
- Nā hoʻolālā hānai keiki (i hōʻuluʻuluʻia e ka mea hoʻolako a me ka helu)
- ʻO nā poho pili kālā
- Nā hoʻolālā kālā
- Ke hoʻolimalimaʻana i nā lilo
- ʻO kaʻauhau waiwai pilikino, e like me ka hoʻoili inoa kaʻa
- ʻO nā bila kaʻauhau waiwai
- Loaʻa i ka hōʻike no ke kālā waiwai / palekana no kekahi mau kiko, nā pale, ke kālā a me nā waiwai'ē aʻe i kūʻaiʻia i loko o ka makahiki
- Loaʻa a hōʻoia paha i nā palapala no nā makana i ke aloha
- Nā uku hoʻolimalima (i hōʻuluʻuluʻia e ka waiwai,ʻano, a me ka nui)
Nui nāʻauhauʻauhau e hāʻawi iāʻoe i ka mea hoʻonohonoho hoʻonohonoho e kōkua iāʻoe e hōʻiliʻili i kēia mauʻikepili a pēlā ia ma kou manamana lima i ka wā e makaukauʻoe e waiho i ka makahiki aʻe.
Inā haʻaleleʻoe i nā Palapala
Hiki iāʻoe ke loaʻa nā kope ma nāʻano he nui ināʻaʻole kāu pepa palapalaʻauhau a pau, no laila, mai hopohopo inā hoʻokahuliʻoe i kekahi mea aʻaʻole pono kahi palapala e hoʻouna aku iāʻoe i kahi palapala i makemakeʻia.
- Inā haʻaleleʻoe i kahi palapala W-2: E noi i kāu mea hana e hāʻawi iāʻoe i kope hou. Pono nā loina e ke kānāwai e mālama i nā kope o kāu mau hua'ōlelo W-2 a me nāʻike kuhina'ē aʻe a pau no nā makahikiʻehā. Hoʻolimalima kekahi poʻe hana i kahi uku kūpono no ka palapala lua.
- Inā haʻaleleʻoe i kahi 1099 Puka: Loaʻa paha kēia mau mea mai kahi mau kumuhana a pani i ka mea hoʻokahi ma muli o keʻano o ka uku e pono ai ke hōʻike. Hiki i nā'Āpana kālā ke loaʻa nā palapala liʻiliʻi e kiʻi ai mai kā lākou mau pūnaewele, a iʻole e hiki iāʻoe ke kāhea i kā lākou helu kelepona i loaʻa iāʻoe he 1099-INT hou i hoʻounaʻia iāʻoe. Pono nā mea hoʻolale kālā e hoʻouna aku iāʻoe i nā kope hou o ka Form 1099-B a me 1099-DIV e hōʻike i ka hoʻolālā kūʻaiʻana a me ka hapana waiwai, aiʻole e hiki iāʻoe ke kiʻi i nā kope mai kahi pūnaewele hōkeo. Pono e kiʻi i kahi kope o kāu helu makahiki hopena a iʻole kahi hōʻike no ka waiwai / waiwai iʻikeʻia no kaʻikeʻana o nāʻike i loko o kēlā mau pūʻulu i kaʻike i loaʻa ma ka Form 1099-B. E kāleka i kāu mea kūʻai no nā puka o 1099-MISC i nalowale.
Hiki iāʻoe ke kiʻi i nā kope mai ka IRS
Hiki ke loaʻa iāʻoe ka kope o kāu mau palapalaʻauhau kālā, no laila e hiki ai iāʻoe a iʻole kāu mea kā lākou noi ke noi i nā kope mai kēia kumu. ʻEkolu ala e hana ai i kēia.
- E hoʻohana i ka polokalamu kelepona heluhelu kiʻi ma ka pūnaewele IRS. E noi i kope o kāu "Wage a me Income Transcript." Hoʻamaka i ka makahiki āu e nalo nei i nā palapala. Ponoʻoe e hoʻopaʻa inoa me ka pūnaewele a e hana i nā hanana e hōʻoia i kouʻike. E hoʻomanaʻo i nā limahana o ka IRS ma luna o nā hana i like me ka nui o nā limahana. ʻO ka uku makahiki a me ka loaʻa kālā no ka 2016ʻaʻole hiki ke hoʻopiha a hiki i kēia lāʻo Iulai 2017, no laila hiki iāʻoe a iʻole kāu mea kākau ke hoʻopili no ka hoʻopaneʻeʻana e uku i kāu mauʻauhau ma hope o ka lāʻoʻApelila ināʻaʻole hiki iāʻoe ke loaʻa ka mea āu e makemake ai manawa.
- Mail a iʻole Pex 4506-T i ka IRS. Ke hoʻohanaʻia nei kēiaʻano no ke noiʻana i nā hua'ōlelo o nā palapalaʻauhau likeʻole. E nānā i ka pahu no ka laina 8, "Puka W-2, puka 1099, Series 1098, a iʻole palapala 5498." Na ka IRS e hoʻouna aku i ka palapala i ka manawa, ma kahi o 10 mau lāʻoihana.
- E kipa i kahi kikowaena kōkua kōkua 'auhau IRS. Hiki i kahi luna IRS ke hoʻopuka i ka uku a me ka palapala kālā loaʻa iāʻoe.
Inā noi kāu pūkewele i kope o kāu Wage a me ka Income Transcript, e hoʻopili koke ka IRS iā ia i kona keʻena, akā, e pono eʻae i kāu mea hōʻike e kamaʻilio me ka IRS ma kou inoa. He mea maʻalahi kēia no ka hoʻomākaukauʻana a me ke kau inoaʻana i ka Pepa 8821 a iʻole Puka 2848. E hiki i kāu pūke kālā ke kuhikuhi iāʻoe i ka mea āu e makemake ai a hoʻomākaukau iāʻoe.
ʻO ka palapala uku uku a me ka loaʻa kālā he paʻi pūnaewele o kaʻike i loko o kāu mau palapalaʻauhau likeʻole. ʻAʻole ia e like me nā kope kope o kāu mau hua'ōlelo W-2 a me 1099. Ma ka hakahaka, e lilo ia i kope o nāʻikepili i loko o ia mauʻano.
Na ka IRS wale nō e hoʻopaʻa i kaʻike aupuni e pili ana i kēia mauʻano. ʻAʻole e hōʻikeʻia nāʻauhauʻauhau o ka Moku'āina a me ka'āina, no laila e makemake pahaʻoe e launa pū i nā keʻena i hōʻikeʻia ma ka palapala kope e loaʻa i ke kope o kēlā mau palapala kumu.