If you actively trade cryptocurrency or stocks, Cash App Taxes might not be the best choice. Users must manually enter each trade. 这个不能直接导入交易记录的功能已经把大多数挡在外面了。 如果没有投资交易要报税，大概率选哪种免费版本都没啥区别。
估计他说的是下面这些条件 https://turbotax.intuit.com/tax-tips/investments-and-taxes/guide-to-schedule-d-capital-gains-and-losses/ There are two exceptions to having to include transactions on Form 8949 that pertain to individuals and most small businesses: 1) Taxpayers can attach a separate statement with the transaction details in a format that meets the requirements of Form 8949. 2) Taxpayers can omit transactions from Form 8949 if: 2a) They received a Form 1099-B that shows that the cost basis was reported to the IRS, and 2b) You did not have a non-deductible wash sale loss or adjustments to the basis, gain or loss, or to the type of gain or loss (short term or long term). If one of the exceptions applies, then the transactions can be summarized into short-term and long-term and reported directly on Schedule D without using Form 8949.
估计他说的是下面这些条件 https://turbotax.intuit.com/tax-tips/investments-and-taxes/guide-to-schedule-d-capital-gains-and-losses/ There are two exceptions to having to include transactions on Form 8949 that pertain to individuals and most small businesses: 1) Taxpayers can attach a separate statement with the transaction details in a format that meets the requirements of Form 8949. 2) Taxpayers can omit transactions from Form 8949 if: 2a) They received a Form 1099-B that shows that the cost basis was reported to the IRS, and 2b) You did not have a non-deductible wash sale loss or adjustments to the basis, gain or loss, or to the type of gain or loss (short term or long term). If one of the exceptions applies, then the transactions can be summarized into short-term and long-term and reported directly on Schedule D without using Form 8949. 金银岛 发表于 2025-02-03 11:46
金银岛 发表于 2025-02-03 11:46 估计他说的是下面这些条件 https://turbotax.intuit.com/tax-tips/investments-and-taxes/guide-to-schedule-d-capital-gains-and-losses/ There are two exceptions to having to include transactions on Form 8949 that pertain to individuals and most small businesses: 1) Taxpayers can attach a separate statement with the transaction details in a format that meets the requirements of Form 8949. 2) Taxpayers can omit transactions from Form 8949 if: 2a) They received a Form 1099-B that shows that the cost basis was reported to the IRS, and 2b) You did not have a non-deductible wash sale loss or adjustments to the basis, gain or loss, or to the type of gain or loss (short term or long term). If one of the exceptions applies, then the transactions can be summarized into short-term and long-term and reported directly on Schedule D without using Form 8949.
谢谢分享
这个freetaxusa是irs网站有链接/推荐的， 肯定没问题， 而且信息就保存到当年9月份。
这个是不是IRS网站的比较靠谱？
是不是要用credit karma的service，记得Turbotax上看见过他们家的广告
Mark
如果没有投资交易要报税，大概率选哪种免费版本都没啥区别。
有两个问题，
请问这个网站是只是支持app，还是也可以网站上file？
可以只用它file州税吗？
可以电脑网站操作，不是非要手机。
不用输那么细节，一个broker直接输一个总额就可以了
谢谢推荐！
Mark.
是的，这也是我一直用的原因。
Mark tax filing
No no， 要符合那个需要一些条件，你还是先搞清楚点再来下结论。
我都这么报好几年了，不知道你有什么复杂的交易要一笔一笔输入，反正我几个券商，每个数一个总额即可
估计他说的是下面这些条件 https://turbotax.intuit.com/tax-tips/investments-and-taxes/guide-to-schedule-d-capital-gains-and-losses/
There are two exceptions to having to include transactions on Form 8949 that pertain to individuals and most small businesses:
1) Taxpayers can attach a separate statement with the transaction details in a format that meets the requirements of Form 8949. 2) Taxpayers can omit transactions from Form 8949 if: 2a) They received a Form 1099-B that shows that the cost basis was reported to the IRS, and 2b) You did not have a non-deductible wash sale loss or adjustments to the basis, gain or loss, or to the type of gain or loss (short term or long term).
If one of the exceptions applies, then the transactions can be summarized into short-term and long-term and reported directly on Schedule D without using Form 8949.
我比你还省事，就写fertility,$3000从来没有一笔一笔输入
我就这么写的，fidelity $1000, robinhood $2000, Etrade $1000 这样
这样做需要附加上各种Borker的1099吗？
这个网站上去就要给手机发code，但一直收不到啊
同使用这个网站接近十年了
对，差不多就是这些，具体还是要看irs文档。
非专业CPA真的不要在网上乱说误导人，误导别人都以为可以那样报说不定被查了。
Mark
你这个Federal $0State $15.99
楼主那个都免费。
Mark
Mark mark
Mark, 还有https://www.freefilefillableforms.com/home/default.php
也问一问州税用哪家方便
谢谢！
你要先sign up一个account，然后就能收到了
肯定是卖大数据啦！不过要看怎么卖，如果只是些统计结果，不是个人数据，也是安全的
这也不贵，列入考虑list
mark层主的问题! "在lz的推荐下试了一下，这个网站最麻烦的是没法导入1099，如果股票交易多的话要一个一个输入就是night mare。。。"
mark，符合“每个券商只用输入个总额”的要求
以前州税也有similar的，现在好像没有了。