Chiyambi: Ngati Mukufunika Kuyang’anitsitsanso Msonkho

Kubweza msonkho si chinthu chimodzi chokha kwa nzika zambiri. Zolakwa zimachitika, chidziŵitso chatsopano chikufika, kapena malamulo a msonkho amasintha. Mtengo wa Mkati mwa kampani Invenueve Service (IRS) umapereka njira yokhazikitsira kubwerera kokhala kolembedwa kale: kubwerera msonkho kosinthidwa. Pamene kuli kwakuti lingaliro la kubwezera msonkho lingakhale lowopsa, kumvetsetsa malamulo, masiku, ndi njira zolunjika zimachotsa kukayikira. Chitsogozochi chimabisa zonse zimene nzika zifunikira kudziŵa ponena za kubwereranso kwa msonkho kosinthidwa, chifukwa chake mungafunikire munthu kumaliza ntchitoyo bwino ndi kupeŵa mbuna za ndalama.

Kubweza kosinthidwa sikuli kuvomereza kulakwa; ndiko njira ya kachitidwe kanthaŵi zonse yogwiritsiridwa ntchito ndi mamiliyoni a Aamereka chaka chilichonse. Kaya munaphonya ndalama, kuloŵa nambala ya Social Security yolakwika, kapena kuzindikira kuti munasimba ndalama zimene munalandira chaka cholakwika, kugulitsa ndalama zanu zobwererazo n’zolondola ndi kuti mukungolipira ngongole yanu yalamulo.

Kodi Kubwezera Msonkho Mokakala N’kutani?

Kubweza msonkho kosinthidwa ndi mtundu woperekedwa ku IRS kuwongolera zolakwa kapena kupanga masinthidwe ku kubwezera msonkho kumene kwakhala kukuikidwa. Mpangidwe woyamba wogwiritsiridwa ntchito ndi Form 1040-X, Amented U.S. Munthu Aliyense Womweyo Atabweza Tchatation [. Nkofunika kumvetsetsa kuti kubwerera kosintha ndiko osati [FLT] monga kuwongolera kulakwa kwa masamu; IRS imawongolera masamu modabwitsa. Kubwerera kofunikira pamene mufunikira kusintha ndalama, maakaundula, malo, kusungitsa, kapena chinthu china chilichonse chimene chimakhudza msonkho wanu.

Nzika zingangobweza ndalama za chaka cha msonkho chamakono ndi zaka zitatu za misonkho zisanafike. Mwachitsanzo, m’nyengo ya mafashoni ya 2025, mungasinthe 2024, 2023, 2022, ndi 2021.

Zifukwa Zosungira Msonkho Wokwezedwa

Pansipa pali ndandanda yowonjezereka yokhala ndi zitsanzo zothandiza kusankha ngati kukonzanso kuli kofunika.

  • Kukonza ndalama zosimbidwa. Munaiŵala kuphatikiza W-2 kuchokera ku ntchito yaganyu, kapena 1099-neC ya ntchito yaulere yafika pambuyo pa kulembedwa kwanu. Kuphatikizanso kukonza mapindu a Chisungiko cha Mayanjano ndi malipiro a ulova.
  • Kugulitsa ndalama zonyalanyazidwa kapena ngongole. Mwinamwake munapeza kuti ndinu woyeneretsedwa kaamba ka Ndalama za Msonkho zolandiridwa (EITC), Chikalata cha Ana, kapena Chilolezo cha Msonkho cha American Opportunition atalemba. Kapena munaiŵala kuchotsa zopereka zothandizira osoŵa kapena zowonongedwa za mankhwala.
  • Kulemekeza malo anu a kuikizira maliro. Munaikidwa poyamba monga Wosakwatira koma pambuyo pake anazindikira kuti mukanaikidwa monga Mutu wa Banja chifukwa cha kuyenerera kwa odalira. Kapena munakwatirana pa December 31 ndipo mukanayenera kusungidwa ukwati wokhazikika m’malo mwa Umbeta.
  • Kuchepetsa msonkho kapena ngongole. Munapempha ngongole yokhoza kubwezedwa imene inaŵerengedwa molakwa, kapena mufunikira kuwongolera unyinji wa ndalama za msonkho zoyerekezeredwa kapena kubisa zochitiridwa lipoti.
  • Kukonza zolakwa pa odalira. Munandandalika nambala ya Chisungiko cha Anthu molakwika, kapena wodalira akanakhala atanenedwa pakubwerera kwanu koma ananenedwa ndi munthu wina (kapena kutsata).
  • Kugulitsa zinthu kapena phindu pa malonda a chuma. Zimenezi nzofala pamene akusimba za kugulitsa zikole, katundu, kapena kubisa. Ngati maziko a mtengo wake anali olakwika, phindu kapena kutayikidwa kufunikira kubwezedwa.

Si kulakwa kulikonse kumene kumafuna kukonza. Ngati cholakwacho ndi kuphophonya kwa masamu kapena ndandanda yosoweka, IRS ingachikonze ndi kutumiza chidziŵitso. Komabe, ngati kusinthako kwakhudza msonkho wanu wonse, ndalama zobwezedwa, kapena ndalama za ngongole, muyenera kulemba Masamu 1040-X kutsimikizira kuti mafashoni anu ndi olondola.

Mmene Mungabwezere Msonkho Wotsekeredwa: Chitsogozo Pachotsatira

Njira yokonzera kubwerera kosinthidwa njabwino koma imafunikira chisamaliro chosamala. Pamene mungathe kugwiritsira ntchito pulogalamu ya msonkho kukonza Malo 1040-X, seŵerolo liyenera kutumizidwa , ilo silingalembedwe kwa opereka msonkho ambiri (IRS ikuyendetsa e-filphial pa 1040-X m'nkhani zochepa, koma kuyambira 2025, ambiri ngotayidwa ndi mapepala). Tsatirani masitepe awa:

Sitepe 1: Sonkhanitsani Kubwerera Kwanu Koyambirira ndi Mabuku Onse Atsopano

Asanamalize Fime 1040-X, funani kope la kubwezera kwanu msonkho koyamba. Chonganinso zikalata zatsopano zimene zimachirikiza kusinthako, monga W-2s, 1099, malisiti, kapena mapepala olemba. IRS ikufuna kulongosola komvekera bwino kwa kusintha kulikonse, choncho kukhala ndi manambala oyambirira ndi owongoleredwa nkofunika.

Mfundo Yachiwiri: Malizitsani kufotokoza mfundo 1040 - X

Mtundu wa 1040-X uli ndi madanga atatu: pepala A (chiwonkhetso choyamba kapena monga mmene anasinthira poyamba), Column B (kusintha kwa ukonde), ndi pepala C (kuwongoleredwa). Muyenera kudzaza m'madanga onse. Mpangidwewo ulinso ndi mbali yofotokozera masinthidwewo [1] Beni mbe mmene kungatheke. Mwachitsanzo, “Malipiro olembedwa: Oyambirira $50, owonjezera W-2 kuchokera ku XYZ Corp . ŴA kulembera kuti amvetsetse.

Sitepe 3: Konzekerani Mafomu Kapena Mandandanda Ena

Ngati kusinthako kumakhudza ndandanda kapena mafomu a ngongole, tumizani makope okonzedwa. Mwachitsanzo, ngati mukuwonjezera ndalama zochepetsera chiwongoladzanja cha ophunzira, tumizani ndandanda 1 yowongoleredwa bwino. Kuti musinthe ndalama zimene mumafuna kulipira ndalama, gwirizanitsani Shedyle D. Kubwererako kuyenera kuphatikizapo mitundu yonse imene imasintha chifukwa cha kukonzanso.

Sitepe 4: Sankhani Kusonyeza Kuti Mwayamba Kulankhulana

Ngati muli pa banja ndipo muli ndi mwamuna mmodzi, onse awiri ayenera kusaina. Mapindu amene sanawasaine saonedwa ngati abwino ndipo adzabwezeredwa kwa inu, kuchedwa kubwerera.

Sitepe 5: Tumizani ku keyala Yolondola ya IRS

IRS ili ndi maadiresi osiyanasiyana otumizira makalata kudalira pa mkhalidwe wanu ndi ngati mukusunga malipiro. Chongani malangizo a Malamulo 1040-X kuti mupeze keyala yolondola. Musatumize kubwerera kwanu kosinthidwa ku keyala yofanana ndi imene munkagwiritsa ntchito pobwerera poyamba. Mungathenso kugwiritsira ntchito IRS Kumene mufuna kujambula Masheya a Papu. [FLT: 1] tsamba lokhala ndi malangizo.

Mfundo 6: Muzionetsetsa Kuti Mwabwereranso

Pambuyo pa makalata, mungaone ngati mungathe kugwiritsa ntchito chida cha IRS pa Intaneti Kuti Kubwerera Kwanga Kukubwerera? . Chidachi chimathandiza kuwonjezera ngati kubwererako kwalandiridwa, kukonzedwa, kapena kumalizidwa. Kukonza kubwerera kungatenge milungu 16 (nthaŵi zina yaitali), choncho kuleza mtima n’kofunika.

Kumvetsa Masamu a 1040-X

Mtundu 1040 - X si njira yokha yobwerera. M’malo mwake, ndi mtundu wogwirizana umene umasonyeza kusiyana kwake. Mapangidwewo ali ndi mbali zitatu zazikulu:

  • Part I: Kumasula, ndalama, Msonkho, zopereka. Ndi pamene mundandalika ziŵerengero zoyambirira, masinthidwe, ndi ziŵerengero zowongoleredwa za mzera uliwonse.
  • Parti II: Kusintha kwa Masinthidwe. Chigawo chosimba kumene mumafotokoza kusintha kulikonse m'Chingelezi chosavuta. Khalani wolondola ndi wolozera manambala a mzera kapena zilembo za ndandanda.
  • Parti III: Sayina. Monga momwe kwatchulidwira, ichi chiyenera kusainidwa ndi inu (ndi mnzanu ngati kugwirizana).

Ngati mukulemba zinthu zopitirira chaka chimodzi, muyenera kujambula mfundo 1040-X pachaka.

Mizere Yofunika Kwambiri Yobwereranso

Kuphonya nthaŵi kungawononge mpata wanu wa kuchepetsa kapena kuwongolera chopinga.

  • Lamulo la zaka zitatu la zobweza: Ngati mufuna deti la kubwerera, muyenera kulemba Malo 1040-X mkati mwa zaka zitatu kuyambira tsiku limene munasunga kubwerera kwanu koyamba. Ngati munasunga (m., March 1 pa deti la April 15), IRS imaŵerengera zaka zitatu kuchokera ku deti loyambirira (April 15), osati deti loyambirira. Ngati munafika mochedwa, zaka zitatu ziyamba kuchokera ku deti limene munalemba.
  • Lamulo la zaka ziŵiri la ngongole zina: Ngati mufuna ndalama zobwezedwa zozikidwa pa ngongole ya msonkho wachilendo, deti la deti limakhala pazaka ziŵiri kuchokera pa deti limene munalipira msonkho. Malamulo aŵiriwo afupitsa.
  • Msonkho wa kuwonjezera: [[FT:1] Ngati muli ndi mangawa a msonkho wowonjezereka, palibe deti lokhwima la kukonza chisinthiko, koma muyenera kulemba mwamsanga monga momwe kungathekere kuletsa zilango ndi chiwongola dzanja. Pamene muyembekezera kwanthaŵi yaitali, ndi mangawa anu ochuluka.
  • Kuzindikira malire: IRS kaŵirikaŵiri imakhala ndi zaka zitatu kuchokera pa deti limene mumalemba kupenda msonkho wowonjezereka. Kubweza zosinthidwa kungatalikitse nyengo ino ya zinthu zimene mufuna kutumiza.

Lamulo la zaka zitatuli limatsatiridwa kwambiri kusiyapo ngati patakhala mavuto ochepa kapena ngati pali zolakwika zina, ngati simukudziwa ngati mulibe windo.

Kulingalira za Anthu Osangalatsa

Ngati desiki lanu loyamba linalipidwa kale, kubwerera kosinthidwa kungatulukepo zowonjezera. Ifesi la zaka zitatu limatanthauza kuti ngati mutasunga 2020 yanu pa April 15, 2021, mwakhala ndi kufikira pa April 15, 2024 kumapeto. Pambuyo pa detilo, zotsala zilizonse za chaka chimenecho zatayika. Zimagwiranso ntchito chaka chotsatira.

Zolakwa Zofala Zopeŵera Pamene Kubwerera Kwabwino

Ngakhale anthu odziwa bwino ntchitoyi angayambe kugwiritsa ntchito njira yosinthira zinthu.

  • Kugwiritsa ntchito njira yolakwika. Nthaŵi zonse gwiritsira ntchito fomu ya chaka cha 1040-X. Kugwiritsira ntchito Baibulo lachikale kudzachedwa kukonza zinthu.
  • Musamamatize mapepala ochirikiza. Ngati kukonza kwanu kwazikidwa pa programu yowongoleredwa ya W-2 kapena yochirikiza, phatikizani kope. IRS ingaipemphe pambuyo pake.
  • Kudziwitsa kulongosola bwino masinthidwe. Malongosoledwe a Vague onga “kusintha ndalama [1] ngosakwanira. Lembani “malipiro owonjezeredwa ndi $2,000 chifukwa cha kusoŵa W2 kuchokera kwa bwana wapansi.”
  • Sasaina fomu. Mkhalidwe wosaimbidwa chizindikiro 1040-X si wogwira ntchito. IRS idzakubwezerani, ndipo mufunikira kuyamba.
  • Kutumiza ku keyala yolakwika. IRS ili ndi malo ambiri okonzera. Gwiritsirani maadiresi a m'malangizo; musagwiritsire ntchito keyala kuchokera ku kubwerera kwanu koyamba pokhapokha ngati ikufanana.
  • Kufunafuna pamene sikufunikira. Monga momwe kwatchulidwira, zolakwa za masamu ndi ndandanda zosoŵeka kaŵirikaŵiri zimawongoleredwa mwachibadwa. Onani IRS isanachongetse kukonza. Kugulitsa kosafunikira kungachedwetsetse kukonza kosagwirizana.
  • Kukana misonkho ya boma. Maboma ambiri ali ndi njira yawo yosinthira. Mungafunikire kukonzanso boma lapadera ngati kusinthako kukhudza ndalama zimene boma lanu limalandira.
  • Musaone ngati mulidi. gwiritsani ntchito IRS kujambula. Ngati simukumva pasanathe milungu 16, imbirani IRS nambala yomwe yaperekedwa m’chipangizocho.

Pamene Mungafune Kuthandizidwa ndi Akatswiri

Ngakhale kuti nzika zambiri zingakwanitse kuchita zinthu pazokha, zinthu zovuta zimafuna malangizo a akatswiri odziŵa za ntchito yawo.

  • Muli ndi zaka zambiri zotha. Kusintha kwa zaka zitatu kapena zinayi kumafuna kulinganiza kwatsatanetsatane ndipo kunyamula upandu wa kulakwa.
  • Kusintha kwanu kumaphatikizapo nkhani za msonkho zovuta. Mwachitsanzo, kukonza kukwera kwa mtengo pa nyumba ya lendi, kuŵerengera ukonde wotayidwa wogwiritsa ntchito, kapena kusimba malonda achinyengo.
  • Ndinu pansi pa ndandanda ya IRS. Ngati IRS ikusanthula kale kubwerera kwanu, kuitumiza kungakhale kochenjera. Katswiri wa msonkho angagwirizane ndi woŵerenga.
  • Muyenera kukhoma msonkho wina wofunika kwambiri. Akatswiri angakuthandizeni kukonza ndalama zolipiridwa, kupempha chilango, kapena kupenda mapangano a chigawo.
  • Mufunikira kumaliza chaka cha msonkho chimene tsopano chatsekedwa. Pali kusatsata kosawoneka (m’chitsanzo, kulephera, kulephera kwa ndalama) kumene kumafunikira kuyang'anira kwaluso.

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Kubwezera Msonkho kwa Boma

Kukonzedwa kwa kubwerera kwanu kwa boma pafupifupi nthaŵi zonse kumayambukira kubwezera kwanu msonkho wa boma. Boma lililonse lili ndi mtundu wake wosinthidwa wobwerera (kaŵirikaŵiri matembenuzidwe a boma a Malamulo 1040-X kapena kalata yosavuta). Muyenera kukonza dziko lapadera lisanakonzedwe. Maboma ambiri amasintha okha ngati mukonza nokha kukonzanso msonkho kwa boma, koma ena amafuna kuti muyambitse bomalo kukonza lokha. Perekani webusaiti yanu ya kampani ya makampani a makampani kuti mupereke malangizo . Mwachitsanzo, ku California, mugwiritsa ntchito Form 540-X , pamene mugwiritsa ntchito Form Form IT-201 ku New York.

Ngakhale ngati boma lanu silikufuna kuti lisinthe (maiko ena akuvomereza kubwereranso kwa boma), ndi bwino kuvomereza ndi ulamuliro wa msonkho.

Kulemba Zimene Muyenera Kubwerera

Pambuyo pa kutumiza Fum 1040-X, IRS idzatenga milungu ingapo kuikonza. Nthaŵi yeniyeni yokonza ndiyo masabata 8 mpaka 16 , koma mkati mwa nyengo zapamwamba (m's., pambuyo pa April 15) ingakhale yaitali. Mungathe kupita patsogolo pogwiritsa ntchito . Kodi chipangizo cha My Amented Retude? , chimene chimasintha kamodzi patsiku. Mufunikira nambala yanu ya Social Security, deti la kubadwa, ndi chaka cha msonkho chimene muchitanso.

Ngati IRS ifuna chidziŵitso chowonjezereka, iwo adzatumiza kalata. Avomerezeni mwamsanga kupeŵa kuchedwa kowonjezereka. Ngati kubwezedwa kwanu kwatulukapo, kudzatumizidwa pambali pa deti lowonjezera. Ngati muli ndi ngongole yowonjezereka, muyenera kuipereka mwamsanga monga momwe kungathekere kuchepetsa chiwongola dzanja ndi zilango. IRS imalipira chiwongola dzanja pa kubwezedwa kwa deti loyambirira la kubwerera.

Mfundo yofunika kwambiri ndi yakuti: Kukonzanso kubwerera sikukutetezani kuti musaone ngati mukubwerera ku kampaniyo. IRS ikhozabe kupenda pepala lanu loyambiriralo m’chilamulo cha kulephera. Komabe, kukonza zolakwa zimene mwadziŵa mwa kukonza zinthu kumasonyeza chikhulupiriro chabwino ndipo kungachepetse chilango.

Kumaliza: Kulamulira Zolembera Zanu za Msonkho

Kukonzanso misonkho ndi njira yosavuta imene imapatsa nzika mphamvu yowongolera zolakwa ndi kuteteza ndalama zawo. Ngati muphonya ngongole yamtengo wapatali, ululirani ndalama zolakwika, kapena kusintha kwa malo a shelensi, Kamlanti 1040-X imapereka njira yooneka bwino kuti ikonzetse. Mwa kumvetsa zifukwa zobwezetsera, kutsatira njira yapambuyo pake, ndi kugwiritsa ntchito polekezera, mungathe kuyendetsa ntchitoyi mwachidalitso. Mfungulo ndi kuchitapo kanthu mwamsanga . Masinthidwe a Kayendedwe ka ndalama za msonkho angakutayitseni ndalama ndi kukupangitsani kuvuta zaka zamtsogolo.

Nthaŵi zonse sungani makope a kubwerera kwanu koyamba, zikalata zochirikiza zonse, ndi kubwerera kwanu. Gwiritsani ntchito chiŵiya cha IRS kujambula kuti muone kupita patsogolo, ndipo musazengereze kufunsa katswiri wa msonkho pazochitika zovuta. Mwa njira yabwino, kubwererako sikuli mtolo koma chiŵiya chofunika kwambiri chopezera kulondola ndi mtendere wa maganizo.

Kwa chitsogozo chalamulo IRS, sonyezani malangizo 1040-X ndi [[FLT ] DRAP FAQ tsamba [1] .