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91#

建议LZ在第一页解释下,其实除了exercise ISO 和自己有business 折旧的人以外,其它因为今年税改而没有AMT的人是不适用这个credit的。别因此被audit 最后还要补税折腾,就得不偿失了。
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92#

[quote]

我今天就是用Turbo Tax 2018 改的。 如果你的情况符合条件,当你输入(或者edit)2017 state tax return的时候,就会让你选是全计入taxable income,还是重新计算。选重新计算,然后follow instruction 就好了。 需要turbo tax 2017, 然后就几步,不麻烦的。






感谢楼主分享但对于报税小白来说这个mm说的更明白,如果你不确定是不是符合条件,就按这个楼说的方法选重新计算然后把17年的数字一摸一样的填到18年,没变就是不符合条件,找回来就是楼主说的吧,我家找回来1000多赶脚赚了一个亿。专业人士看看这样是不是有问题?
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93#


层主解释的很有道理。楼主第一篇讲的倒算法其实我就不是很理解了。因为我一个同事用楼主的办法算过了,17年州税退税完全不应该算作应纳税收入。但是不符合层主说的任何情况。所以我现在又糊涂了。哇哇哇

ashrimp 发表于 4/14/2019 2:46:39 PM 提醒一下大部分人都可能省税的今年才有的特殊情况-93楼

作为一个完全没有税务知识的理工男, 贴主其实是不满于这个不求甚解法的, 那我又能怎样呢? 难道去看那个176 页的 IRS 525 不成?  吃饱了撑的嘛
--------强迫症分割线-------
IRS 525, Section Recoveries

Example 34.

In 2017, Jean Black filed as head of household and itemized her deductions on Schedule A (Form 1040). Her taxable income was $5,260 and her tax was $528. She claimed a child care credit of $1,200. The credit reduced her tax to zero and she had an unused tax credit of $672 ($1,200 − $528). In 2018, Jean recovered $1,000 of her itemized deductions. She reduces her 2017 itemized deductions by $1,000 and refigures that year's tax on taxable income of $6,260. However, the child care credit exceeds the refigured tax of $628. Jean's tax liability for 2017 isn't changed by reducing her deductions by the recovery. She didn't have a tax benefit from the recovered deduction and doesn't include any of the recovery in her income for 2018.


Subject to AMT.

If you were subject to the AMT in the year of the deduction, you'll have to refigure your tax for the earlier year to determine if the recovery must be included in your income. This will require a refiguring of your regular tax, as shown in Example 34 , and a refiguring of your AMT. If inclusion of the recovery doesn't change your total tax, you don't include the recovery in your income. However, if your total tax increases by any amount, you received a tax benefit from the deduction and you must include the recovery in your income up to the amount of the deduction that reduced your tax in the earlier year.



  以上让我重温GRE的魔幻时刻。。。  原来速成法其实就是正统法,  algorithm:
0.  you were subject to the AMT in the year of the deduction
    Yes
  1. you'll have to refigure your tax for the earlier year to determine if the recovery must be included in your income
      我理解这里的recovery  比如是我们想问州退税 should include or not, 比如3,000


2.  This will require a refiguring of your regular tax, as shown in Example 34 , and a refiguring of your AMT.
       Example 34 什么鬼!?  主要它提到的credit 等等scenario 爆了这么多年税从来没沾过光


3.  If inclusion of the recovery doesn't change your total tax, you don't include the recovery in your income.
      inclusion of the recovery:  把 state refund 重新加回去? 所以去改state withholding 是最好理解的, 就像例子She reduces her 2017 itemized deductions by $1,000 and refigures that year's tax on taxable income of $6,260. 【5260 + 1000】
    所以贴主 加了3000 回去, 发现 还是 85,710


4.  However, if your total tax increases by any amount, you received a tax benefit from the deduction and you must include the recovery in your income up to the amount of the deduction that reduced your tax in the earlier year.    请试着一口气读下来
    however, 如果加进 state  withholding 2000快  line 47 变了一块, 那么 you must include 3000- 2000 =1000    


以上, 贴主尽力了, 吃饭去






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94#

用楼主的建议在turbo tax里重新算了一下,果然state refund 不用加进income。昨天晚上刚file了tax, 悔的肠子都青了
我还有2017的turbo tax, 2018 turbo tax会教你如何去2017 turbo tax重算一下,然后把数添进2018 turbo tax. 妈的,他就不能自动算一下吗!
现在的问题是怎么file 1040x。turbo tax能帮我file 1040x吗?
bugmom 发表于 4/14/2019 2:44:52 PM 提醒一下大部分人都可能省税的今年才有的特殊情况-94楼


turbo Tax能file 1040X。
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95#

建议LZ在第一页解释下,其实除了exercise ISO 和自己有business 折旧的人以外,其它因为今年税改而没有AMT的人是不适用这个credit的。别因此被audit 最后还要补税折腾,就得不偿失了。
imniz 发表于 4/14/2019 3:11:19 PM 提醒一下大部分人都可能省税的今年才有的特殊情况-95楼


我没有 exercise iso也没有什么business 折旧啊,也照样做了多拿了几百啊 。
按照turbox 重新算了2017amt 和tax, 然后神奇地,2017 state tax refund不算2018 收入了
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96#



我没有 exercise iso也没有什么business 折旧啊,也照样做了多拿了几百啊 。
按照turbox 重新算了2017amt 和tax, 然后神奇地,2017 state tax refund不算2018 收入了


kunpuring 发表于 4/14/2019 3:43:41 PM 提醒一下大部分人都可能省税的今年才有的特殊情况-96楼

因为你这个“重新算”的数字必须得符合资格(xercise ISO)才能这么算的啊。

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97#

我前两个星期仔细研究了下, 以为懂了。 结果看完这个又不懂了。

大家讨论下, 抛砖引玉:

州退税需要作为收入加回去是因为以前的州税作为SALT是可以用来抵免联邦税的(itemnized), 若当年没有AMT, 那么这部分退税也享受了联邦税的减免, 所以要加回去; 若有AMT, 就被限制了(部分或全部都没享受到联邦税的减免),所以不需要或部分加回去。

这里不懂的是:


3.  If inclusion of the recovery doesn't change your total tax, you don't include the recovery in your income.
      inclusion of the recovery:  把 state refund 重新加回去? 所以去改state withholding 是最好理解的, 就像例子She reduces her 2017 itemized deductions by $1,000 and refigures that year's tax on taxable income of $6,260. 【5260 + 1000】
    所以贴主 加了3000 回去, 发现 还是 85,710

我认为不应该把2017州税withhold 增加来算credit (请注意上面用的是reduce deduction, 州税withhold 是一种deduction), 相反却应该是减少, 一直到新的2017 AMT变成0。

另外, 不一定是只限于exercise ISO 和自己有business 折旧的人。 只要满足2017 有AMT, 而且州税有退税的都要试试。

欢迎讨论!
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98#

我让turbotax算了一下,说state return不用算income,但是退税没变化,也就是说TurboTax之前就没把它算income, 奇怪
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99#

[quote]

我今天就是用Turbo Tax 2018 改的。 如果你的情况符合条件,当你输入(或者edit)2017 state tax return的时候,就会让你选是全计入taxable income,还是重新计算。选重新计算,然后follow instruction 就好了。 需要turbo tax 2017, 然后就几步,不麻烦的。






感谢楼主分享但对于报税小白来说这个mm说的更明白,如果你不确定是不是符合条件,就按这个楼说的方法选重新计算然后把17年的数字一摸一样的填到18年,没变就是不符合条件,找回来就是楼主说的吧,我家找回来1000多赶脚赚了一个亿。专业人士看看这样是不是有问题?
嘉菲猫 发表于 4/14/2019 3:13:58 PM 提醒一下大部分人都可能省税的今年才有的特殊情况-99楼


一样,按照turbotax的说明来的,退回不少,应该没问题吧…
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100#





imniz 发表于 4/14/2019 4:16:40 PM 提醒一下大部分人都可能省税的今年才有的特殊情况-100楼

turbotax 貌似没有强调一定要是exercise iso啊。
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