个人报税概略

Where there is a will, there is a way
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本文以TurboTax Premier报税软件为例。个人报税按类别分的话就两大类,1.Wages & Income, 2. Deductions and Credits.
 
Wages & Income里面包含了
  • 工资W2
  • Rental Properties (In Final Schedule E form)
  • Interest and Dividends, 1099-INT, 1099-DIV, 1099-OID (in Qualified Dividends and Capital Gain Tax Worksheet)
  • 投资收益, Investment income, stocks, mutual funds, 1099-B or other broker statements
  • 1099-MISC and other common income, 1099-MISC, 1099-G, 1099K, 1099-NEC. May include rental income from broker, part time job such as teaching (In final Schedule C)
  • Sale of Business or Rental Property
  • Home sale
  • HSA, 1099-SA reported in Less Common Income

Deductions and Credits 里面包含了 (Results in Final Schedule A form)

  • Your home包括 Mortgage Interest(自住房,Personal use的Property. 不包括Rental Properties), Property Tax, Home refinance等
  • You and Your Family包括Child Care
  • Charitable Donations
  • Cars and Other things you own
  • Medical
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