在fiedlity有个cash management account 和 brokerage account, 都得到了1099 表, 利息都不多, 看两个1099 表上都写着 this information is not reported to IRS. 这种情况下报税的时候是不是就不用填这两个1099表的利息了 而且利息是100多刀, 不像是楼下jms 说的少于10刀不用上报这种情况
在fiedlity有个cash management account 和 brokerage account, 都得到了1099 表, 利息都不多, 看两个1099 表上都写着 this information is not reported to IRS. 这种情况下报税的时候是不是就不用填这两个1099表的利息了 sunshine18 发表于 2024-02-06 13:08
https://www.fidelity.com/learning-center/personal-finance/managing-taxes/1099-tax-form ``` Where the information is listed as “not reported to the IRS,” that means you are responsible for both the recordkeeping and the accuracy of the information. If you''''re new to trading, this probably won''''t apply to you, but: Different types of securities had to be reported to the IRS starting at different times. ``` Missing 1099-INT is the easiest error to be caught by IRS, as the software 1st checksum is to compare all 1099 forms. 8% interests (compounded daily) plus penalties, do you want to try that? 而且IRS一般至少2年以后才发CP2000 (一般computer开始Audit 2年前的1040), 先收你8%interest再说), 自己想想值不值）
而且利息是100多刀, 不像是楼下jms 说的少于10刀不用上报这种情况
好像10块一下不用报，超过了都应该报。
irs规定，10刀以下就不用麻烦了。
同想知道为什么他们不report to IRS, 还在表上专门说明一下, "its not reported to IRS, it may assist you in your tax return preparation"
而且利息是100多刀, 不像是楼上jms 说的少于10刀不用上报这种情况
是100多刀, 不是10刀以下..所以才觉得奇怪
``` Where the information is listed as “not reported to the IRS,” that means you are responsible for both the recordkeeping and the accuracy of the information. If you''''re new to trading, this probably won''''t apply to you, but: Different types of securities had to be reported to the IRS starting at different times. ```
Missing 1099-INT is the easiest error to be caught by IRS, as the software 1st checksum is to compare all 1099 forms.
8% interests (compounded daily) plus penalties, do you want to try that? 而且IRS一般至少2年以后才发CP2000 (一般computer开始Audit 2年前的1040), 先收你8%interest再说), 自己想想值不值）