Nāʻano o 1099 Kūʻai no nā kālā kālā
Ma kēlā me kēia makahiki ma Ianuali, loaʻa pinepine au i nā noi mai nā mea noi mai e nīnau mai nei i ke kumu i loaʻa iā lākou he 1099-R aiʻole 1099-DIV. Ma kēiaʻatikala, e hoʻopau wau i kekahi hanu maʻamau a hāʻawi i kekahi mau pane e pili ana i ke kumu i loaʻa iāʻoe he 1099 a me ka mea e hana ai me ia .
He aha nā helu 1099-R?
Hoʻounaʻia nā palapala kiʻi 1099-R i nā mea kālā mai kahi hui kālā kālā a mea mālama paha kahi i mālama ai a me kaʻauhau hoʻomaha a kāleleʻole paha, e like me IRA, 401 (k) a uku makahiki paha, i ka makahikiʻauhau.
Kāleʻa aku kaʻu poʻe e pili ana i 1099-R ka nui loa no ka hoʻounaʻana o ka palapala inā loaʻa kahiʻano o ka hoʻopukaʻana mai kahi pūnaewele hōʻailona. ʻO ke kumu o kēia e pilikino ai i nā kānaka he nui no ka meaʻo ka maheleʻana, ma ka ho'ākākaʻana,ʻaʻole ia he unuhi kālā. ʻO keʻano likeʻole o ka hāʻawiʻana he'ōwili pololei, kahi e hāʻawi ai ke kanaka i kā lākou 401 (k), e like me keʻano, i ka IRA. ʻOiaiʻo ke alalai pololeiʻole i kahi mea iʻauhauʻia, heʻano maʻamau ia e pono e hōʻikeʻia i ka IRS.
He aha nā kiʻi 1099-DIV?
Hoʻounaʻia nā palapala kiʻi 1099-DIV i nā mea hoʻoili kālā mai nā pūʻulu kālā kāleka e hōʻike i nā'āpana a i nā kālā kālā i hoʻokaʻawaleʻia i ka mea kālā kālā i ka makahikiʻauhau. Ma kahi o ka haunaele nui i loaʻa i ka loaʻaʻana o ka 1099-DIV i ka manawa i loaʻaʻole ai i ka mea kālā kālā i nā'āpana kālā a iʻole kahi wahi waiwai i kā lākou mau hua'ōlelo i loaʻa ai ka waiwai kālā. Inā hoʻoiliʻoe i nā kālā i loko o kahi pūʻai kālā, e like me ka hōʻike pilikino'ai'ē, hiki i ka waihona kālā hoʻokahi ke loaʻa nā uku waiwai mai ke kūʻaiʻana i nā waiwai i mālamaʻia ma loko o ka waihona kālā.
Hāʻawiʻia kēia mahele kālā kālā kālā i ka mea kālā kālā. I ka manawa pinepine, e hoʻohui houʻia nā māhele a me nā kālā kālā i loko o ka'āpana kālā no ka meaʻaʻole iʻikeʻia kēia mau hanaʻauhauʻauhau e ka mea hoʻolimalima ... a hiki i ka hikiʻana o ka makahiki 1099-DIV. Inā hoʻokomo kekahi mea kālā i nā kālā i loko o ka waihona kālā i kākiʻia, e like me ka IRA, 401 (k) a me ka makahiki makahiki, nā hapa a me nā uku kālā kālāʻaʻole eʻauhauʻia nei i ka mea kālā kālā a no lailaʻaʻole i loaʻa 1099-DIV.
He aha e hana me kahi 1099 Form (a me pehea e hana ai e hōʻiliʻili iā lākou ma ka mua)
Ponoʻoe e kūkākūkā i ka makahiki 1099 me kāu kaukaʻauhau a nānā paha i IRS.gov akā 1099-R a me 1099-DIV nā mea nui no nā palapala (e kākoʻo i kāu hoʻopili kālā i ka wā o ka hōʻoiaʻana). ʻO ka mea maʻamau, ua hoʻounaʻia ka IRS i kekahi kope o ka 1099 mai ka hui kālā kālā.
ʻO kahi haʻawina kumu i kēia manawa,ʻo ia ka mea eʻike ai nā mea kālā i keʻano o kaʻauhauʻana o nā kālā likeʻole a me ka hana i kahi o kaʻike akamai,ʻo ia ka hoʻokomoʻana i nā kālā ma kekahi mau moʻolelo no ka hōʻemiʻana i nāʻauhau. Eia kekahi laʻana,ʻaʻole kūpono i ka hoʻokomoʻana i kahi kālā'ai'ē hoʻohālike i loko o kahi waihonaʻauhau (keʻole ka mea makemake kālā e makemake i ka kālā) no ka mea e loaʻa ana kēia mau kālā i nāʻauhau, a hiki ke hōʻino i kāu mauʻike. Akā, hiki i ka mea kālā kālā ke waiho i kēia kālā ma ko lākou IRA e pale aku i kaʻauhau o ka wā a e ulu nui ana i kaʻauwai ma muli o ka hoihoi waiwai .