【理財】申报美国税表准备| 美国泛宇集团

理財時間:02/08/2022 瀏覽: 8200

第一次报税别害怕!

解码申报美国税表准备

新移民或者是EB-5投资移民者，初来美帝需要申报第一年的税表，该有哪些文件?

请准备以下资料：

需准备前一年及当年的报税资料。
是否有抚养小孩及父母。
婚姻状态。
公民/居民或非居民。

必备文件：

薪资

●美国收入，W2

●其他国家雇主支付，准备当地报税

2.利息收入和股利收入

●美国收入，1099INT/1099-DIV

●海外收入，准备当地个人所得税申报书（如薪资、租金所得、利息）

3.资本利得（股票、证券或房地产）

●股票/债券交易，1099-B，房地产交易（准备当初买入及卖出的资料）

●海外投资，准备当地买卖资料或报税资料

4.租金所得

●收入：依现金基础计算

●费用：房贷利息1098Form，房地产税（需前一年和当年的），维修费用，折旧（需提供成本资料才能计算）

5.其他收入

●自营所得及费用（Schedule C）

●退休人士：年金，1099-R，8955-SSA

●合伙，有限公司，S公司，信托，准备K-1表格

●州所得税收入

●其他收入（如博弈，兴趣）

有哪几样重要的费用可以拿来抵扣的呢？

医疗费用、房屋贷款、捐赠、学费，还有您的税捐（州所得税、房产税），这些都可以在您的税表里面，拿来作抵扣。

税务申报与财产揭露应该注意的事项：

最重要的是海外资产，海外资产超过1万块美金需申报；如果有从海外亲戚朋友那得来的捐赠超过10万块，也必须要申报；要是您有担任美国境外公司重要股东的情况，拥有多少股份，都要记得申报5471。

在Amazon的营运数据及上个月的就业报告优于预期之下，标普500上涨0.5%，纳斯达克综合指数上涨1.6%。道琼工业指数则是下跌0.1%。市场对于上个月的就业报告解读不一，部分分析师担心优于预期的就业报告将鼓励联准会加速升息，但最终市场仍正面看待此就业报告，指数也由负转正。

科技股、金融股及能源股版块皆上涨，全球原油指标布兰特原油上涨2.4%收于93.27美元。美国公债市场方面，美国10年期公债收益率由1.825%上涨至1.924%，是疫情之后首次突破1.9%。

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