【理財】申报美国税表准备| 美国泛宇集团
02/08/2022 美國泛宇集團
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。
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