Could account opening bonus and saving account interests, t-bill earnings be counted as capital gain to offset capital loss? What else could be counted as capital gain? Amendment was sent last year to add capital loss missed in previous years'' tax return. Would IRS respond me by mail or phone? Should I count in the missed capital loss in 2022 tax return or not? no response from IRS yet. Thanks in advance!
回复 3楼disposition的帖子 it depends on what form you received from brokerage firm. Usually brokerage will send you 1099-int for bonus. So you need to report it as an interest income on sch B not sch D. wait until EOM see what form you will get. IRS will never call you regarding your tax issues. wait for IRS letter
回复 4楼chinadrachen的帖子 通常来说你的w2只应该显示state where you reside. 无论你的雇主是在哪里。你只需要申报一个state 但是也有些特殊情况，叫"convenience of employer" 顾名思义就是方便雇主条例 有以下几个州apply这个rule Delaware, Nebraska, New Jersey, New York, and Pennsylvania. 所以在报个税的时候要apply "Credit For Income Taxes Paid to Other Jurisdictions" 就是说你在雇主帮你withhold tax的这个州交的tax 到你自己resident的州作为credit， 这种情况你需要申报两个state
回复 9楼clown的帖子 公司capital loss 的 carryover 有年数限制 ，而个人的capital loss carryover没有年数限制 这意味着，你只要没有claim的loss 就可以一直carryover到下一年直到用完 举例 Year 1 loss 6000, claim 3000, carryover 3000 Year 2 loss 4000, + carryover 3000, total loss 7000, claim 3000, carryover 4000 Year 3 Gain 3000, + carryover 4000, offset gain 3000 and loss 4000, total loss 1000, claim 1000 in sch D
Amendment was sent last year to add capital loss missed in previous years'' tax return. Would IRS respond me by mail or phone? Should I count in the missed capital loss in 2022 tax return or not? no response from IRS yet.
Thanks in advance!
如果去年在一直某个州工作，但是公司payroll没有update到这个州，w2显示别的州，应该怎么做？
对 差不多
其实就是用税表过一遍
减去credit后 还要再减去 w2 上的withholding 差不多就可以估算出退税金额了
州税其实也是差不多的，估税其实等于就是粗略做了一遍税表了
it depends on what form you received from brokerage firm. Usually brokerage will send you 1099-int for bonus. So you need to report it as an interest income on sch B not sch D.
wait until EOM see what form you will get.
IRS will never call you regarding your tax issues. wait for IRS letter
通常来说你的w2只应该显示state where you reside. 无论你的雇主是在哪里。你只需要申报一个state
但是也有些特殊情况，叫"convenience of employer" 顾名思义就是方便雇主条例
有以下几个州apply这个rule Delaware, Nebraska, New Jersey, New York, and Pennsylvania.
所以在报个税的时候要apply "Credit For Income Taxes Paid to Other Jurisdictions"
就是说你在雇主帮你withhold tax的这个州交的tax 到你自己resident的州作为credit， 这种情况你需要申报两个state
好的，谢谢！
公司capital loss 的 carryover 有年数限制 ，而个人的capital loss carryover没有年数限制
这意味着，你只要没有claim的loss 就可以一直carryover到下一年直到用完
举例
Year 1 loss 6000, claim 3000, carryover 3000 Year 2 loss 4000, + carryover 3000, total loss 7000, claim 3000, carryover 4000 Year 3 Gain 3000, + carryover 4000, offset gain 3000 and loss 4000, total loss 1000, claim 1000 in sch D