1. The fine may not be the accountant's fault. It might be you had prepaid/withheld too little tax during the year. Generally if you have to pay more than 10% of your tax by tax filing you owe fines.
2. Yes, the turbo tax needs your cost basis and depreciation basis.
I am not accountant so I have no idea how new ones have access to your original files. They probable can copy all depreciation basis from previous year's tax return, and they only need new purchase information from the previous year that are not in the previous year tax return.
中断了两个星期,本来打算好好想想哪些地方会出错,要修改,结果排斥数字的脑细胞选择了休眠。
今天又开始,修呀改呀,一上午过去,感觉进展非常缓慢。提两个问题,看能否找到答案和捷径。
1,不幸发现去年有罚款,去年是找会计事务所报的税。当时我问过会计师,她说我交得正确。总之,也不多,不到200,是否我直接交了完事?还是应该争议一下。若要交我还需得在3月2日之前递交税表,我担心无法按时完成。
2,我的出租房买入年份是从2007年开始,换过三位会计师。现在第一次用turbotax是否一定要输入当初的买入价及费用,且房与地价?若是,是否表示我一定要把原始资料再重新全部找出来?或在当年的报税表里引用哪些表格和数字?(这点让我感觉压力很大,不过我在想,既然换过三位会计师,他们是如何接着以前的会计师报?)
先问两个,还要其它问题我先想想,自己找不到答案再来问。谢谢!
1. The fine may not be the accountant's fault. It might be you had prepaid/withheld too little tax during the year. Generally if you have to pay more than 10% of your tax by tax filing you owe fines.
2. Yes, the turbo tax needs your cost basis and depreciation basis.
I am not accountant so I have no idea how new ones have access to your original files. They probable can copy all depreciation basis from previous year's tax return, and they only need new purchase information from the previous year that are not in the previous year tax return.
地价,房价,assessment 价都在上面。
在买房时用的第一个保险单也会标明地价多少,房价多少,保单多少。
所以买房时的第一份文件都要留好以便报税使用。
关键是TurboTax一定要cost basis 和 depreciation basis。
不过depreciation basis也容易糊弄,就是把每年的折旧乘一个27.5。
cost basis么,只好大概用county website的买价了。你当初closing cost,improvement cost,carryover loss这些bookkeeping应该在历年的账目里面。你自己不记账也怪不到任何人。
和depreciation basis and schedule.
每年都应该有。depreciation should be straight line 所以也可以推算出来
其实,2015年前买的房子,用的会计师不太懂房地产,当时自己也没经验,有些开销也没报。
我大致记得每个房子花了多少钱,不过一些费用,比如旅行酒店,一些几百甚至千数的付现金的维修和人工,没有收据的也没报。
那么在这种情况下,若我这次报的数字跟以前CPA报的稍有偏差,用这些理由是否能搪塞过去?
谢谢!
只需要知道买价、土地价格,和历年的Improvements 等需要折旧的, 还有mortgage的Amortization. 因为你最终卖房子也需要这些记录的。
就是说无论你哪天买的, 折旧都从月份中开始(不动产),或年中(个人财产)开始。
你的规模不小了,应该不仅仅是每年报税的问题,自己也应该有个账本,每个房产里面有什么样的折旧都应该记下来。
一个房子刚刚买来就做装修,装修费用和买房费用一样,是capital expenditure,是出租房的cost basis。这些钱不能当年口,需要折旧最后从增值里面扣。
一个房子place in service以后,各中装修费用都是expense,可以当年扣。
google place in service date.