long term capital gain要不要提前交estimated tax?

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manbeing123
楼主 (北美华人网)
八月份的时候卖掉了一个投资房,应该是long term capital gain。这种情况是不是要提前交第三季度的estiamted tax? 哭死,没有交啊。
j
jennyalger
我都是第四季度统一算一下交一笔estimated tax,不一定对,但也没因此被罚过
m
manbeing123
回复 1楼manbeing123的帖子
我看IRS有这句话,是不是只要满足这些条件中的一项,今天的long term capital gain, short term capital gain都不要提前交estimated tax?
Generally, most taxpayers will avoid this penalty if they owe less than $1,000 in tax after subtracting their withholdings and credits, or if they paid at least 90% of the tax for the current year, or 100% of the tax shown on the return for the prior year, whichever is smaller.
j
jennyalger
回复 1楼manbeing123的帖子
我看IRS有这句话,是不是只要满足这些条件中的一项,今天的long term capital gain, short term capital gain都不要提前交estimated tax?
Generally, most taxpayers will avoid this penalty if they owe less than $1,000 in tax after subtracting their withholdings and credits, or if they paid at least 90% of the tax for the current year, or 100% of the tax shown on the return for the prior year, whichever is smaller.
manbeing123 发表于 2020-12-02 08:35

是的,如果你今年是相对往年突然多了一笔收入,大概率不需要提前交税
m
manbeing123
回复 4楼jennyalger的帖子
你的意思是大概率要提前交,还是不要提前交?
m
manbeing123
是的,如果你今年是相对往年突然多了一笔收入,大概率不需要提前交税
jennyalger 发表于 2020-12-02 08:38

没看明白,你的意思是大概率要提前交,还是不要提前交?
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elmofive
是的,如果你今年是相对往年突然多了一笔收入,大概率不需要提前交税
jennyalger 发表于 2020-12-02 08:38

是要提前交 税吗?
s
sun1985
符合safe harbor的话,不需要。具体要大概算一下。
P
Pompom
回复 1楼manbeing123的帖子
我看IRS有这句话,是不是只要满足这些条件中的一项,今天的long term capital gain, short term capital gain都不要提前交estimated tax?
Generally, most taxpayers will avoid this penalty if they owe less than $1,000 in tax after subtracting their withholdings and credits, or if they paid at least 90% of the tax for the current year, or 100% of the tax shown on the return for the prior year, whichever is smaller.
manbeing123 发表于 2020-12-02 08:35

联邦税的话是的。
各州也有estimated tax的要求. 各州的税法都不一样, 最好问会计师。


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jennyalger
没看明白,你的意思是大概率要提前交,还是不要提前交?
manbeing123 发表于 2020-12-02 08:47

我说的不需要啊
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ray_golden
9月份多了几万块的long term capital gains 是不是要被罚款吗?按多少补啊?