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Huaren
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威望7
贴子5808
魅力12882
注册时间2008-12-06

winniexchen

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2009-02-02 12:44:00









If you are wandering why you still not rec'd your 1099s, here is the answer.


For Many Investors, Year-End Forms to Arrive Later

 





IR-2009-11, Jan. 30, 2009


WASHINGTON ― Many investors will receive their year-end tax statements later than in past years, but these forms are likely to be more accurate, according to the Internal Revenue Service. 

A new law, enacted last fall, changed the deadline from Jan. 31 to Feb. 15, when brokers, including brokerage firms, mutual fund companies and barter exchanges, must furnish year-end Forms 1099-B to their customers. Where a broker furnishes these forms by mail, this means that the forms must be mailed, not received by that date.


Because Feb. 15 falls on Sunday in 2009, and Monday, Feb. 16 is a federal holiday, the deadline is Feb. 17 this year. In addition, the IRS said earlier this month that for calendar-year 2008 reporting, the Feb. 17 deadline also applies to other tax information that brokers report to their customers, including such items as interest and dividends, on a combined year-end statement.


This change is designed to make it easier for brokers to provide investors with accurate year-end statements on stock sales and other transactions.   Inaccurate year-end statements that have to be corrected later often force investors to file amended individual returns.


 


 


 


 


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Huaren
等级二等兵
威望--
贴子221
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注册时间2009-01-05

小鱼李白

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2009-02-02 13:29:00

我的情况貌似比较复杂,请教一下大家


 


准备和老公联合报税


老公是resident了,我来两年,一年是j2,一年是H4,那我们是按照resident报么?


 


我曾经在本地某华人社团做过几个月part-time。至今还没有收到1099,


社团搞的挺混乱的,估计都没有人care这个事情,我该怎么才能拿到我的1099呢?


在网上搜索发现要填一个w9表,我没有那个东东。


要是拿不到1099表,该怎么保税呢?我有那个社团的基本信息。

Huaren
等级中尉
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贴子2225
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注册时间2005-09-02

gracesz

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2009-02-02 13:40:00

以下是引用orangesky2007在2009-2-2 12:42:00的发言:
我有个问题哈,希望知道的给好好说说,关于去年stimulas plan的。
去年我没有ssn,和老公是married jointly保税的,导致去年没有拿到1500大刀。两大人每人600加一个孩子300.

但是政策好像说今年拿到ssn的,今年报税后可以拿到去年的这个钱。

我的问题就是有什么表可以填,还是就跟往常一样报税,这次写上我的ssn号,他们就会自动把去年没给我们的钱给我们吗?

大拿们给说说,这可是很多很多钱啊。

1040 line 70 recovery rebate credit. 具体参看1040instruction page 62-63.


 


 


 


 


 


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Huaren
等级下士
威望1
贴子733
魅力1081
注册时间2008-01-14

springtai

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2009-02-02 14:29:00

以下是引用winniexchen在2009-1-30 14:02:00的发言:

what about you?  if there is no income at all, you do not need to file tax returns.  if both of you did not have any income in 2008, you can be dependents on your parents or in-laws tax returns.


 


谢谢回答, 前年还没跟他结婚呢,那他可以作为DEPENDENT,在他父母的报税中? 那还能补吗?大概能拿回多少啊?


还有个问题,2007年我们从一个州搬到另一个州, 现在发现,去年可以报前一个州的州税退税,不过我们不知道,所以没报,今年补,可以拿回钱吗?

Huaren
等级大校
威望9
贴子7834
魅力8884
注册时间2008-01-10

木木吉吉

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2009-02-02 15:20:00

以下是引用orangesky2007在2009-2-2 12:42:00的发言:
我有个问题哈,希望知道的给好好说说,关于去年stimulas plan的。
去年我没有ssn,和老公是married jointly保税的,导致去年没有拿到1500大刀。两大人每人600加一个孩子300.

但是政策好像说今年拿到ssn的,今年报税后可以拿到去年的这个钱。

我的问题就是有什么表可以填,还是就跟往常一样报税,这次写上我的ssn号,他们就会自动把去年没给我们的钱给我们吗?

大拿们给说说,这可是很多很多钱啊。

MM, below is the link from IRS that talks about recovery rebate credit. It will give you all the information need.


 


The recovery rebate credit is a one-time benefit for people who didn't receive the full economic stimulus payment last year and whose circumstances may have changed, making them eligible now for some or all of the unpaid portion.


 


http://www.irs.gov/newsroom/article/0,,id=186065,00.html


 


 


 


 


 


 


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[此贴子已经被icyscorpio于2009-2-4 19:42:30编辑过]

Huaren
等级大校
威望7
贴子5808
魅力12882
注册时间2008-12-06

winniexchen

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2009-02-02 15:54:00

以下是引用小鱼李白在2009-2-2 13:29:00的发言:

我的情况貌似比较复杂,请教一下大家


 


准备和老公联合报税


老公是resident了,我来两年,一年是j2,一年是H4,那我们是按照resident报么?


 


我曾经在本地某华人社团做过几个月part-time。至今还没有收到1099,


社团搞的挺混乱的,估计都没有人care这个事情,我该怎么才能拿到我的1099呢?


在网上搜索发现要填一个w9表,我没有那个东东。


要是拿不到1099表,该怎么保税呢?我有那个社团的基本信息。


You can still report your income even you did not get your 1099.  Report it on Line 21 on Form 1040.  If you have expenses related to your income, you can file the schedule C.


 


 


 


 


 


 


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[此贴子已经被icyscorpio于2009-2-4 19:42:45编辑过]

Huaren
等级大校
威望7
贴子5808
魅力12882
注册时间2008-12-06

winniexchen

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2009-02-02 16:01:00

以下是引用springtai在2009-2-2 14:29:00的发言:

谢谢回答, 前年还没跟他结婚呢,那他可以作为DEPENDENT,在他父母的报税中? 那还能补吗?大概能拿回多少啊?


还有个问题,2007年我们从一个州搬到另一个州, 现在发现,去年可以报前一个州的州税退税,不过我们不知道,所以没报,今年补,可以拿回钱吗?


yes, he can be dependent on his parents' tax returns.  you can file 1040x to fix it.  It was $3,400 deduction per exemption for 2007, plus, they can get the education credit.


 


not sure about your state refund question.


 


 


 


 


 


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[此贴子已经被icyscorpio于2009-2-4 19:43:05编辑过]

Huaren
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winniexchen

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2009-02-02 16:13:00

This is for California.  Not sure other states.


 


2月已到臨,加州主計長江俊輝將會如之前所說的,延遲向納稅人發出退稅。


主計長辦公室發言人羅珀(Jacob Roper)說,退稅現時會延遲30日,但是主計長本月內會再檢討情況,說不定會再押後更多時間。


 


 


 


 


 


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[此贴子已经被icyscorpio于2009-2-4 19:43:20编辑过]

Huaren
等级上尉
威望3
贴子2629
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注册时间2005-03-03

dingdangdang

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2009-02-02 16:55:00

关于claim父母作dependent,是不是也要负担他们当年的债务的问题。请问有什么规定/法律吗,民法,税法?
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Huaren
等级二等兵
威望--
贴子221
魅力306
注册时间2009-01-05

小鱼李白

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2009-02-02 18:15:00

以下是引用winniexchen在2009-2-2 15:54:00的发言:

You can still report your income even you did not get your 1099.  Report it on Line 21 on Form 1040.  If you have expenses related to your income, you can file the schedule C.


哦,谢谢。是不是上班的时候汽车加油的费用啥的也算呢?可惜当时不懂这些,也没有保存receipt.总共也没有拿到多少钱,还要再交税,。。。。。。。。。。。


 


刚才看了一下1040,21是other income,list type and amount,


问题是这个是我在08年的only income, 没有其他的收入了.type写啥呀?part time job salary?


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