estimated tax提问

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wfmlover
楼主 (北美华人网)
第一次找CPA, 弄完后,给了一个estimated tax plan 每个季度都要给IRS一张check,预付来年的tax
这是常规操作? 多年来都自己用turbo tax之类的报税,也没有交过estimated tax什么的
o
olivia0216
为啥不能每月选择多交点withhold?
b
blushpeony
股市暴涨那一年遇到过 没法withhold那么多 只有用estimated tax 我的是turbo tax出的
A
Anotherfacet
tt也会给你generate 1040es按季度付的,一样的啊
D
Daylight
第一次找CPA, 弄完后,给了一个estimated tax plan 每个季度都要给IRS一张check,预付来年的tax
这是常规操作? 多年来都自己用turbo tax之类的报税,也没有交过estimated tax什么的

wfmlover 发表于 2023-04-07 01:42

常规,避免你来年因为没有预交够而罚款
j
jimcat
Turbo Tax 有预交税选项,楼主原来可能没注意。
t
tgaa
回复 2楼olivia0216的帖子
不是可以通过EFTPS,自动从账户扣钱吗
g
get2010
楼主CPA挺负责的,如果在加州求短
六合彩
第一次找CPA, 弄完后,给了一个estimated tax plan 每个季度都要给IRS一张check,预付来年的tax
这是常规操作? 多年来都自己用turbo tax之类的报税,也没有交过estimated tax什么的

wfmlover 发表于 2023-04-07 01:42

是的。。。
没事去逛街
你今年补税的话就是应该下一年每季度预缴税,否则会被罚款的。

E
Emilyll
我不喜欢缴estimated tax 问了一下chatGPT
"If you didn't pay enough tax throughout the year, either through withholding or by making estimated tax payments, you may have to pay a penalty for underpayment of estimated tax. However, you can avoid the penalty if you owe less than $1,000 in tax after subtracting your withholding and credits, or if you 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.
There is also a special rule for higher income taxpayers. If your adjusted gross income (AGI) for the prior year was more than $150,000 ($75,000 if your filing status for the prior year was married filing separately), you must pay either 90% of the tax for the current year or 110% of the tax shown on the return for the prior year, whichever is smaller, to avoid an estimated tax penalty." (Source: IRS Publication 505)
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ganymede
前三季度不用付,年底或来年初付一次就行了,毕竟不到最后一天你也不知道一年股市能赚多少。
股动
前三季度不用付,年底或来年初付一次就行了,毕竟不到最后一天你也不知道一年股市能赚多少。
ganymede 发表于 2023-04-07 09:25

前段时间在华人上看到有人说她曾经只年底交了一次大的estimated tax,也不行,好像还是被罚款了,所以最好一年4次均匀交。我错过今年一季度的了,打算均匀的交下面3个季度的estimated tax。
E
Emilyll
前段时间在华人上看到有人说她曾经只年底交了一次大的estimated tax,也不行,好像还是被罚款了,所以最好一年4次均匀交。我错过今年一季度的了,打算均匀的交下面3个季度的estimated tax。
股动 发表于 2023-04-07 09:29

我想她应该是current year withholdings plus estimated tax <110% of prior year tax