Pehea e hōʻikeʻia 1099-A a me 1099-B Pūnaewele ma kāu Return Pake

Nā mea e hana me nāʻano 1099-A a me 1099-B i ka manawaʻauhau

ʻO ka palapala 1099 e pili ana i kaʻohanaʻohana āpau, aʻo kēlā me kēiaʻano 1099 hōʻike i nāʻano kālā likeʻole e hiki i kekahi kanaka ke loaʻa i ka makahiki. Hoʻokaʻawaleʻia kēlā me kēiaʻano i kekahiʻano o ka loaʻa kālā mai nā uku i loaʻa mai e kekahi mea hana kūʻokoʻa kūʻokoʻa i ka uku i loaʻa mai ka hoʻokele kālā. Hoʻokahi ke kānāwai i nā mea likeʻole.

Eia ka uhakiʻana o Forms 1099-A a me 1099-B a me nā mea e pono aiʻoe e hana me kēlā mea kēia mea e hele mai i ka manawaʻauhau inā loaʻa iāʻoe.

Puka 1099-A

NO KA 1099-A

KA NOHO NO KA HUI

KA MEA E NĀ NĀ ME I

Hōʻikeʻia ka haʻaleleʻana i ka waiwai i loaʻa i ka hōʻai'ē.

E hōʻike i kēiaʻikepili ma ka Pepa 4797 a iʻole ka Puka 8949 me ka uku waiwai kālā a iʻole nā ​​lilo i laweʻia i ka Schedule D a me ke Form 1040.

NO KA OHI I

Kālā, nā kumukūʻai, a me nāʻoihana i loaʻa ka waiwai i ka piha a piha paha o ka hōʻai'ē i hoʻopaʻaʻia e kēlā waiwai e hoʻopuka i ka Pepa 1099-A i ka meaʻauhauʻai kālā a hoʻouna aku i kope i ka Pūnaewele Kuhi.

NO KA LAWI I KA IT

Ka poʻe Borrowers i hōʻole i kā lākou kālā i ka makahikiʻauhau a ua haʻalele a hōʻole paha i ka waiwai i loaʻa i ka hōʻai'ē e hoʻololi ai i ka hōʻai'ē a piha paha o ka hōʻai'ē. ʻO kēia 1099 ka "kala" kala.

INATIONRUCTIONS

Nā Instructions no nā Forms 1099-A a me 1099-C https://www.irs.gov/instructions/i1099ac/index.html
Nā Hoʻolaha Kūkākūkā no NāʻImiʻIke Pūnaewele https://www.irs.gov/pub/irs-pdf/i1099gi.pdf

NO KA MANA NO BLANK

Puka 1099-A, Loaʻa a haʻalele paha o ka waiwai i hoʻopaʻaʻia https://www.irs.gov/pub/irs-pdf/f1099a.pdf

KA PUKAHI

Hoʻopuka. 4681, Hoʻokuʻuʻia nā Debts, Nā wehewehe, nā hapa, a me nā waihoʻana https://www.irs.gov/pub/irs-pdf/p4681.pdf

KANAWAI

Ianuali 31, 2018, e hāʻawi aku i ka mea noi Pepeluali 28, 2018, e waiho pū me ka IRS

NĀ PALENALA NO KA LĀINA KĀLĀ (KA PONO ANA I KA INSTITUTION)

Hoʻonui ka hoʻopaʻi i ka nui o nā manawa i hala ma hope o nā lā palena.

LIKE LIKE LIKE

NO KA 1099-B

KA NOHO NO KA HUI

KA MEA E NĀ NĀ ME I

ʻO ke kūʻaiʻana i nā kumukūʻai a me nā hoʻopaʻa i loko o ka pahu 1d, ke kumukuai aiʻole kekahi kumu'ē aʻe i ka pahu 1e, a me nā hoʻololiʻana i ka pahu 1g

Māhele 8949 aiʻole Lālā D, inā e pili ana; E nānā i nā Kumuhana no ke Form 8949

Loaʻa kālā a (ʻai paha) ma nāʻaelike (pahu 11)

Puka 6781, laina 1

Ke kohoʻana (pahu 13)

E nānā i ka Publication 525

NO KA OHI I

ʻO nā kumukūʻai a me nāʻoihana hoʻolimalima

NO KA LAWI I KA IT

Ka poʻe kālā kālā i loko o nā kumukūʻai, nā kālepa, nā kālā pilikino, a me nāʻano palekana.

INATIONRUCTIONS

Nā Hoʻolaha Kūkākūkā no NāʻImiʻIke Pūnaewele

https://www.irs.gov/pub/irs-pdf/i1099gi.pdf

Nā Instructions no ka Puka 1099-B

https://www.irs.gov/pub/irs-pdf/i1099b.pdf

Nā Instructions no ka Puka 8949

https://www.irs.gov/pub/irs-pdf/i8949.pdf

Nā Instructions no ka Hōʻike D

https://www.irs.gov/pub/irs-pdf/i1040sd.pdf

Nā Instructions no ke Puka 4797

https://www.irs.gov/pub/irs-pdf/i4797.pdf

NO KA MANA NO BLANK

Puka 1099-B, Loaʻa mai ka Broker a Barter Exchange Mahele

https://www.irs.gov/pub/irs-pdf/f1099b.pdf

KA PUKAHI

Hoʻopuka. 550, Kelepona Waiwai a me nā Lilo

https://www.irs.gov/pub/irs-pdf/p550.pdf

Hoʻopuka. 554, Ke kūʻai a me nā kūʻai'ē aʻe o nā waiwai

https://www.irs.gov/pub/irs-pdf/p544.pdf

Hoʻopuka. 525, Ukuʻauhauʻauhau a me nā uku kūponoʻole

https://www.irs.gov/pub/irs-pdf/p525.pdf

KANAWAI

Pepeluali 15, 2018, e hoʻolako i ka mea nāna e lawe

Pepeluali 28 e waiho me ka IRS

NĀ PALENALA NO KA LĀINA KĀLĀ (KA PONO ANA I KA INSTITUTION)

Hoʻonui ka hoʻopaʻi i ka nui o nā manawa i hala ma hope o nā lā palena.

Nānā: E kūkākūkā mau me ka poʻeʻauhauʻauhau no kaʻike i nā lā hou a me nā loina. Hiki ke hoʻololi i nā kānāwai a me nā rula. ʻAʻole kēia'ōlelo i kaʻauhauʻauhau aʻaʻole hoʻi i manaʻoʻia heʻauhau kālā.