{"id":6492,"date":"2021-03-07T20:06:36","date_gmt":"2021-03-08T01:06:36","guid":{"rendered":"https:\/\/www.yibababa.com\/?p=6492"},"modified":"2021-03-07T20:06:36","modified_gmt":"2021-03-08T01:06:36","slug":"%e7%be%8e%e5%9b%bd%e6%8a%a5%e7%a8%8e%e8%a1%a8%e6%a0%bc%e5%b0%8f%e7%9f%a5%e8%af%86","status":"publish","type":"post","link":"https:\/\/yibababa.com\/article\/archives\/6492","title":{"rendered":"\u7f8e\u56fd\u62a5\u7a0e\u8868\u683c\u5c0f\u77e5\u8bc6"},"content":{"rendered":"

\u7f8e\u56fd\u6bcf\u5e74\u57284\u670815\u65e5\u4e4b\u524d\u8981\u7533\u62a5\u524d\u4e00\u5e74\u6240\u5f97\u7a0e\uff0c\u5404\u79cd\u4e0d\u540c\u8868\u5355\u5728\u62a5\u7a0e\u5b63\u65f6\u5982\u96ea\u7247\u822c\u7eb7\u7eb7\u5bc4\u6765\uff0c\u8fd9\u4e9b\u8868\u683c\u5404\u662f\u505a\u4ec0\u4e48\u7528\u7684\u5462\uff1f\u4e0b\u9762\u7ed9\u4f60\u89e3\u91ca\u4e00\u4e0b\u3002<\/p>\n

1040 \u7cfb\u5217\u8868\u683c\uff08\u8054\u90a6\u6240\u5f97\u7a0e\u7533\u62a5\u8868\uff09<\/strong><\/span><\/p>\n

\u7eb3\u7a0e\u4e49\u52a1\u4eba\u53ef\u89c6\u4e2a\u4eba\u8eab\u4efd\u4e0e\u60c5\u51b5\uff0c\u4ece 1040 \u7cfb\u5217\u8868\u683c\u4e2d\u9009\u62e9\u6700\u9002\u5408\u81ea\u5df1\u7684\u6765\u62a5\u7a0e\u3002\u6240\u6709\u7f8e\u56fd\u7eb3\u7a0e\u4e49\u52a1\u4eba\u5982\u679c\u6240\u5f97\u6536\u5165\u8d85\u8fc7\u4e00\u5b9a\u91d1\u989d\uff0c\u90fd\u9700\u8981\u5728\u6bcf\u5e74\u62a5\u7a0e\u5b63\u65f6\u62a5\u7ed9\u56fd\u7a0e\u5c40\u8fd9\u5f20\u8868\u30021040 \u7cfb\u5217\u8868\u683c\u50cf\u662f\u4e00\u5f20\u603b\u8868\uff0c\u4e0a\u9762\u6709\u6700\u91cd\u8981\u7684\u57fa\u672c\u6d88\u606f\uff0c\u4e0d\u8fc7\u6bcf\u4e2a\u4eba\u7684\u60c5\u51b5\u4e0e\u7533\u62a5\u9879\u76ee\u4e0d\u540c\uff0c\u56e0\u6b64\u968f\u603b\u8868\u9700\u8981\u9644\u4e0a\u7684\u8f85\u52a9\u6750\u6599\u4e0e\u8868\u683c\u4e5f\u4e0d\u540c\u3002<\/p>\n

Form-1040 \u6240\u5f97\u7a0e\u7533\u62a5\u8868\uff08U.S. Individual Income Tax Return\uff09<\/strong><\/span><\/p>\n

\u6807\u51c6\u6240\u5f97\u7a0e\u62a5\u7a0e\u8868\uff0c\u53c8\u56e0\u4e3a\u6700\u5b8c\u6574\u3001\u957f\u5ea6\u6700\u957f\uff0c\u88ab\u6635\u79f0\u4e3a “The Long Form”\u3002<\/p>\n

1) \u6240\u6709\u4eba\u7686\u53ef\u4f7f\u7528 1040 \u8fdb\u884c\u62a5\u7a0e\uff0c\u5373\u4fbf\u7b26\u5408 1040-EZ \u6216 1040-A \u7684\u4f7f\u7528\u6761\u4ef6\u3002
\n2) \u82e5 1040 \u53ef\u63d0\u4f9b\u66f4\u591a\u7684\u514d\u7a0e\u62b5\u7a0e\u989d\uff0c\u5efa\u8bae\u4f7f\u7528 1040 \u8fdb\u884c\u62a5\u7a0e\u6700\u5212\u7b97\u3002<\/p>\n

Form 1040NR \u975e\u5c45\u6c11\u5916\u56fd\u4eba\u6240\u5f97\u7a0e\u7533\u62a5\u8868\uff08U.S. Nonresident Alien Income Tax Return\uff09<\/strong><\/span><\/p>\n

\u8fd9\u4efd\u7533\u62a5\u8868\u9488\u5bf9\u7684\u5bf9\u8c61\u8eab\u4efd\u4e3a\u201c\u975e\u7a0e\u6cd5\u5b9a\u4e49\u5c45\u6c11\u7684\u5916\u56fd\u4eba\u201d\uff0c\u5982\u679c\u8be5\u62a5\u7a0e\u5e74\u5ea6\u6709\u5728\u7f8e\u56fd\u4ece\u4e8b\u5546\u4e1a\u884c\u4e3a\u5e76\u83b7\u5f97\u6536\u5165\uff0c\u4e14\u6536\u5165\u91d1\u989d\u9ad8\u4e8e\u4e2a\u4eba\u514d\u7a0e\u989d\u5c31\u9700\u8981\u586b\u8868\u7533\u62a5\uff1b\u6216\u8005\u5373\u4f7f\u6ca1\u6709\u5728\u7f8e\u56fd\u4ece\u4e8b\u5546\u4e1a\u884c\u4e3a\uff0c\u4f46\u6709\u83b7\u5f97\u7f8e\u56fd\u6765\u6e90\u7684\u6536\u5165\uff0c\u4e5f\u9700\u8981\u586b\u8868\u7533\u62a5\u3002<\/p>\n

    \n
  1. \u6301 “F”\uff0c”J”\uff0c”M”\uff0c\u6216 “Q” \u7b7e\u8bc1\u5728\u7f8e\u56fd\u6682\u65f6\u5c45\u7559\u7684\u975e\u7a0e\u6cd5\u5b9a\u4e49\u5c45\u6c11\u7684\u5916\u56fd\u5b66\u751f\uff0c\u6559\u5e08\uff0c\u6216\u53d7\u8bad\u4eba\u5458\uff0c\u82e5\u6709\u53d6\u5f97\u9ad8\u4e8e\u4e2a\u4eba\u514d\u7a0e\u989d\u7684\u7814\u7a76\u7ecf\u8d39\u3001\u5956\u52a9\u5b66\u91d1\u6216\u6253\u5de5\u5de5\u8d44\u7b49\u4e5f\u8981\u7533\u62a5\u3002<\/li>\n
  2. 1040-NR \u592b\u59bb\u4e0d\u53ef\u8054\u5408\u7533\u62a5\uff0c\u5fc5\u987b\u5206\u5f00\u4ee5\u5df2\u5a5a\u8eab\u4efd\u7533\u62a5\u3002<\/li>\n
  3. \u5982\u679c\u6ca1\u6709\u6276\u517b\u4eba (Dependents)\uff0c\u53ef\u4ee5\u4f7f\u7528\u7b80\u6613\u7248 Form 1040 NR-EZ\u3002<\/li>\n<\/ol>\n

    Form 1040SR \u5e74\u957f\u8005\u6240\u5f97\u7a0e\u7533\u62a5\u8868\uff08U.S. Tax Return for Seniors\uff09<\/strong><\/span><\/p>\n

    \u7f8e\u56fd\u56fd\u7a0e\u5c40\uff08IRS\uff09\u4e3a\u4e8665\u5c81\u4ee5\u4e0a\u8d22\u52a1\u6536\u5165\u8f83\u5355\u4e00\u7684\u5e74\u957f\u8005\u62a5\u7a0e\u65b9\u4fbf\uff0c\u63d0\u4f9b\u4e86\u6b64\u8868\u505a\u4e3a\u53e6\u5916\u4e00\u79cd\u7533\u62a5\u8868\u5355\u9009\u62e9\uff0c\u800c\u6240\u6709\u7533\u62a5\u89c4\u5b9a\u4e0e Form 1040 \u76f8\u5f53\u3002<\/p>\n

     <\/p>\n

    W \u7cfb\u5217\u8868\u683c<\/strong><\/span><\/p>\n

    Form W-2 \u85aa\u8d44\u6263\u7f34\u51ed\u5355\uff08 Wage and Tax Statement\uff09<\/span><\/strong><\/p>\n

    \u5bf9\u4e8e\u516c\u53f8\u96c7\u5458\u6765\u8bf4\uff0cW-2 \u662f\u62a5\u7a0e\u65f6\u6700\u91cd\u8981\u7684\u8868\u683c\u4e4b\u4e00\u3002\u6bcf\u5230\u62a5\u7a0e\u5b63\uff0c\u96c7\u4e3b\u4f1a\u628a W-2 \u53d1\u653e\u7ed9\u5458\u5de5\uff0c\u56e0\u4e3a\u4e0a\u9762\u6709\u8bb8\u591a\u6d88\u606f\u662f\u586b\u5199 1040 \u62a5\u7a0e\u8868\u65f6\u4f1a\u7528\u5230\u7684\uff0c\u6bd4\u5982\u85aa\u8d44\u6240\u5f97\u3001\u9884\u6263\u91d1\u989d\u3001\u793e\u5b89\u7a0e\u3001\u5065\u4fdd\u798f\u5229\u7b49\u660e\u7ec6\u3002<\/p>\n

    \u8fd8\u6709\u53e6\u4e00\u79cd\u884d\u751f\u8868\u683c W-2G<\/span><\/a>\u00a0\uff08Gambling Winnings\uff09 \u8d4c\u535a\u6536\u76ca\u7533\u62a5\uff0c\u8d4c\u535a\u8d62\u94b1\u8d85\u8fc7$600\u5c31\u8981\u586b\u5199\u7533\u62a5\u3002<\/p>\n

    Form W-4 \u5458\u5de5\u9884\u6263\u7a0e\u8bc1\u660e\u4e66 \uff08Employee’s Withholding Allowance Certificate\uff09<\/strong><\/span><\/p>\n

    W-4<\/strong><\/span> \u8868\u683c\u6839\u636e\u7eb3\u7a0e\u4eba\u7684\u8eab\u4efd\u72b6\u6001\uff08\u6bd4\u5982\u5355\u8eab\u3001\u7ed3\u5a5a\u3001\u9700\u8981\u629a\u517b\u51e0\u4e2a\u5c0f\u5b69\u7b49\uff09\u51b3\u5b9a\u4e86\u96c7\u4e3b\u6bcf\u6b21\u53d1\u5de5\u8d44\u65f6\u4f1a\u5148\u9884\u6263\u591a\u5c11\u8054\u90a6\u7a0e\u3002\u5927\u90e8\u5206\u60c5\u51b5\u4e0b\u5982\u679c\u9884\u6263\u5f97\u591a\uff0c\u5c4a\u65f6\u9000\u7a0e\u53ef\u80fd\u4e5f\u4f1a\u9000\u5f97\u6bd4\u8f83\u591a\u3002<\/p>\n

    \u7531\u4e8e\u7eb3\u7a0e\u8eab\u4efd\u53ef\u80fd\u4f1a\u53d8\u52a8\uff0c\u56fd\u7a0e\u5c40\u5efa\u8bae\u7eb3\u7a0e\u4eba\u6bcf\u5e74\u90fd\u8981\u68c0\u67e5\u4e00\u6b21 W-4\uff08\u5458\u5de5\u53ef\u5411\u96c7\u4e3b\u63d0\u51fa\uff09\uff0c\u9002\u65f6\u8c03\u6574\u9884\u6263\u91d1\u989d\uff0c\u4ee5\u907f\u514d\u591a\u4ed8\u6240\u5f97\u7a0e\u3002<\/p>\n

    \u8fd8\u6709\u53e6\u4e00\u79cd\u884d\u751f\u8868\u683c W-4P<\/span><\/strong> \uff08Withholding Certificate for Pension or Annuity Payments\uff09\uff0c\u662f\u9488\u5bf9\u9000\u4f11\u91d1\u5e10\u6237\u6240\u9700\u8981\u7684\u3002\u800c Form 941 \u5219\u662f\u96c7\u4e3b\u5fc5\u987b\u6bcf\u5b63\u63d0\u4ea4\u7ed9\u56fd\u7a0e\u5c40\u7684\u8868\u683c\uff0c\u4e0a\u5934\u586b\u5199\u4ed8\u7ed9\u5458\u5de5\u7684\u5de5\u8d44\u3001\u9884\u5148\u6263\u7f34\u7684\u8054\u90a6\u7a0e\u3001\u793e\u5b89\u7a0e\u548c Medicare \u7a0e\u7684\u91d1\u989d\u7b49\u3002<\/p>\n

    Form W-7 \u4e2a\u4eba\u7a0e\u53f7\u7533\u8bf7 \uff08Application for Individual Taxpayer Identification Number\uff09<\/strong><\/span><\/p>\n

    \u5982\u679c\u7eb3\u7a0e\u4e49\u52a1\u4eba\u6ca1\u6709\u793e\u5b89\u53f7\u7801<\/strong>\uff0c\u4f7f\u7528\u6b64\u7533\u8bf7\u8868\u683c\u5411\u56fd\u7a0e\u5c40\u7533\u8bf7\u4e2a\u4eba\u7a0e\u53f7 (ITIN, Individual Taxpayer Identification Number) \u4ee5\u8fdb\u884c\u62a5\u7a0e\u3002<\/p>\n

    Form W-8BEN \u5916\u56fd\u4eba\u514d\u6263\u7f34\u7f8e\u56fd\u6240\u5f97\u7a0e\u58f0\u660e\u4e66 \uff08Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding\uff09<\/strong><\/span><\/p>\n

    \u6cd5\u5f8b\u89c4\u5b9a\uff0c\u6765\u6e90\u4e8e\u7f8e\u56fd\u7684\u6536\u5165\u5fc5\u987b\u7f34\u7eb3\u7f8e\u56fd\u7a0e\u6b3e\uff0c\u4f46\u662f\u5916\u56fd\u4eba\u8eab\u4efd\u53ef\u4ee5\u4eab\u53d7\u514d\u7a0e\u4f18\u60e0<\/strong>\u3002W-8BEN \u5373\u7528\u6765\u786e\u8ba4\u7eb3\u7a0e\u4eba\u4e3a\u7eb3\u7a0e\u610f\u4e49\u4e0a\u7684\u201c\u975e\u7f8e\u56fd\u4eba\u201d\u4ee5\u53ca\u5176\u5c45\u4f4f\u56fd\u5bb6\uff0c\u6240\u4ee5\u8fd9\u7b14\u7f8e\u56fd\u6765\u6e90\u6536\u5165\u5c31\u4e0d\u4f1a\u4f9d\u7167\u7f8e\u56fd\u7eb3\u7a0e\u4eba\u7684\u7a0e\u7387\u6765\u5f81\u6536\uff0c\u6bd4\u5982\u94f6\u884c\u5229\u606f\u3001\u80a1\u606f\u6216\u5176\u4ed6\u8d44\u672c\u5229\u5f97\u3002\u8fd9\u5f20\u8868\u683c\u4e3a\u7b2c\u4e09\u65b9\u673a\u6784\uff08\u6bd4\u5982\u94f6\u884c\u6216\u5238\u5546\uff09\u6240\u9700\uff0c\u5e76\u4e0d\u4f1a\u4ea4\u7ed9 IRS\u3002<\/p>\n

    Form W-9 \u7d22\u53d6\u7eb3\u7a0e\u4eba\u793e\u5b89\u53f7\u6216\u7a0e\u53f7\uff08 Request for Taxpayer Identification Number and Certification\uff09<\/strong><\/span><\/p>\n

    \u7b2c\u4e09\u65b9\u9700\u8981\u7eb3\u7a0e\u4eba\u7684\u7eb3\u7a0e\u6d88\u606f\uff0c\u4e3b\u8981\u662f\u793e\u5b89\u53f7\u7801\u6216\u7eb3\u7a0e\u53f7\u7801 (TIN, Taxpayer Identification Number) \u800c\u63d0\u4f9b\u7ed9\u7eb3\u7a0e\u4eba\u586b\u5199\u7684\u8868\u683c\u3002\u6bd4\u5982\u96c7\u4e3b\u5c31\u4f1a\u6839\u636e W-9 \u4e0a\u6d88\u606f\u6765\u529e\u7406\u85aa\u8d44\u7a0e\u7b49\u624b\u7eed\uff0c\u8fd8\u6709\u5e38\u89c1\u7684\u7b2c\u4e09\u65b9\u673a\u6784\uff08\u6bd4\u5982\u94f6\u884c\u6216\u5238\u5546\uff09\u4e5f\u4f1a\u7528 W-9 \u7684\u6d88\u606f\u6765\u9884\u6263\u8d44\u672c\u5229\u5f97\u3002\u8fd9\u5f20\u8868\u683c\u5e76\u4e0d\u4f1a\u9001\u7ed9 IRS\u3002<\/p>\n

    1099 \u7cfb\u5217\u8868\u683c\uff08\u989d\u5916\u6536\u5165\uff09<\/strong><\/span><\/p>\n

    1099\u7cfb\u5217\u8868\u683c\u7b80\u5355\u6765\u8bf4\u5c31\u662f\u5de5\u8d44\u4ee5\u5916\u6536\u5165\u7684\u5448\u62a5\u8868\u683c\uff0c\u4f9d\u636e\u6536\u5165\u7c7b\u522b\u6709\u4e0d\u540c\u8868\u683c\u3002\u5e38\u89c1\u4ee5\u4e0b\u516d\u79cd<\/strong>\uff1a<\/p>\n

    1099-MISC \u77ed\u671f\u517c\u804c \/ \u5408\u7ea6\u5de5\u85aa\u8d44 \uff08Miscellaneous Income\uff09<\/strong><\/span><\/p>\n

    \u901a\u5e38\u662f\u6ca1\u6709\u4e0e\u8be5\u516c\u53f8\u4f01\u4e1a\u6709\u957f\u671f\u96c7\u4f63\u5173\u7cfb\uff0c\u6bd4\u5982\u8bf4\u53ea\u662f\u77ed\u671f\u517c\u804c\u6216\u662f\u5916\u5305\u9879\u76ee\uff0c\u50cf Freelancer \u81ea\u7531\u5de5\u4f5c\u8005\u548c Contractor \u5408\u7ea6\u5458\u5de5\u8fd9\u7c7b\uff0c\u82e5\u516c\u53f8\u4f01\u4e1a\u53d1\u7ed9\u7684\u85aa\u916c\u8d85\u8fc7$600<\/strong>\u5c31\u4f1a\u53d1\u7ed9\u53d7\u85aa\u4eba 1099-MISC \u8868\u3002\u5982\u679c\u662f\u6743\u5229\u91d1 (Royalties) \u6216\u4ea4\u6613\u4f63\u91d1 (Broker Payments) \u7684\u6536\u5165\u8d85\u8fc7$10\uff0c\u4e5f\u4f1a\u62ff\u5230\u8fd9\u5f20\u8868\u3002<\/p>\n

    1099-INT \u5229\u606f\u6536\u5165 \uff08Interest Income\uff09<\/strong><\/span><\/p>\n

    \u5982\u679c\u5728\u540c\u4e00\u5bb6\u94f6\u884c\u4e00\u5e74\u5f53\u4e2d\u7684\u5229\u606f\u6536\u5165\u8d85\u8fc7$10\u7f8e\u5143<\/strong>\uff0c\u94f6\u884c\u5c31\u4f1a\u53d1\u6765 1099-INT\u3002<\/p>\n

    1099-DIV \u80a1\u7968\u57fa\u91d1\u5206\u7ea2\u6536\u5165 \uff08Dividends and Distributions\uff09<\/strong><\/span><\/p>\n

    \u5982\u679c\u4f60\u4e70\u7684\u80a1\u7968\u6709\u5206\u914d\u7ed9\u7ea2\u5229 (Dividends)\uff0c\u6216\u8005\u6240\u6295\u8d44\u7684\u5171\u540c\u57fa\u91d1 (Mutual Fund) \u6709\u83b7\u5229\u5e76\u5206\u914d\u7ed9\u6295\u8d44\u4eba (Capital Gains Distribution) \u5c31\u4f1a\u6536\u5230\u3002<\/p>\n

    1099-S \u623f\u5730\u4ea7\u4ea4\u6613\u6536\u5165 \uff08Proceeds from Real Estate Transactions\uff09<\/strong><\/span><\/p>\n

    \u62a5\u7a0e\u5e74\u5ea6\u66fe\u505a\u8fc7\u623f\u5730\u4ea7\u7b49\u5176\u4ed6\u7269\u4e1a\u4e70\u5356\u4f1a\u6536\u5230\u7684\u8868\u683c\u3002<\/p>\n

    1099-C \u503a\u52a1\u514d\u9664 \uff08Cancellation of Debt\uff09<\/strong><\/span><\/p>\n

    \u82e5\u62a5\u7a0e\u5e74\u5ea6\u6709\u503a\u52a1\u83b7\u5f97\u514d\u9664\uff0c\u88ab\u8c41\u514d\u7684\u91d1\u989d\u5c31\u8981\u89c6\u4e3a\u6536\u5165\u5e76\u62ff\u5230\u8fd9\u5f20\u8868\u3002\u6bd4\u5982\u4fe1\u7528\u5361\u503a\u539f\u672c$6000\uff0c\u6700\u540e\u5546\u8c08\u4e4b\u540e\u53ef\u80fd\u53ea\u9700\u8981\u4ed8$2000\uff0c\u88ab\u514d\u6389\u7684$4000\u5c31\u662f Cancellation of Debt\u3002<\/p>\n

    1099-R \u63d0\u524d\u4ece\u9000\u4f11\u5e10\u6237\u9886\u6b3e\uff08Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.\uff09<\/strong><\/span><\/p>\n

    \u867d\u7136\u9000\u4f11\u5e10\u6237\u91cc\u90fd\u662f\u81ea\u5df1\u539f\u6709\u7684\u94b1\uff0c\u4f46\u201c\u63d0\u524d\u201d\u4ece\u8fd9\u7c7b\u578b\u5e10\u6237\u9886\u94b1\u51fa\u6765\uff0c\u5c31\u8981\u88ab\u89c6\u4e3a\u989d\u5916\u6536\u5165\u5e76\u7533\u62a5\u3002<\/p>\n

    1095 \u7cfb\u5217\u8868\u683c\uff08\u5065\u4fdd\u76f8\u5173\uff09<\/strong><\/span><\/p>\n

    Form 1095 \u5065\u5eb7\u4fdd\u9669\u8bc1\u660e\u8868<\/p>\n

    \u62a5\u7a0e\u65f6\u9700\u8981\u63d0\u4f9b Form 1095 \u4ee5\u8bc1\u660e\u81ea\u5df1\u6216\u88ab\u4fdd\u4eba\u8be5\u62a5\u7a0e\u5e74\u5ea6\u786e\u5b9e\u62e5\u6709\u5065\u5eb7\u4fdd\u9669\u3002\u56e0\u4e3a\u6839\u636e\u6b27\u8bb0\u5065\u4fdd\u6cd5\u6848\uff0c\u6ca1\u6709\u5065\u5eb7\u4fdd\u9669\u9700\u8981\u591a\u7f34\u7a0e\u30021095\u8868\u683c\u5206\u6210\u4e09\u7c7b<\/strong>\uff1a<\/p>\n

    1095-A (Health Insurance Marketplace Statement)<\/strong><\/span><\/p>\n

    \u900f\u8fc7\u4fdd\u9669\u5e02\u573a (Insurance Marketplace) \u6240\u8d2d\u4e70\u7684\u6709\u653f\u5e9c\u8865\u52a9\u7684\u533b\u7597\u4fdd\u9669<\/strong>\uff0c\u4f1a\u6536\u5230\u4fdd\u9669\u5e02\u573a\u6240\u5bc4\u51fa\u7684 1095-A \u8868\u683c\uff0c\u800c 1095-A \u4e0a\u9762\u7684\u91d1\u989d\u5219\u8981\u518d\u5bf9\u5e94\u586b\u5199\u5230 Form 8962 (\u5065\u5eb7\u4fdd\u9669\u8d39\u7528\u62b5\u7a0e\u8868) \u4ee5\u7533\u8bf7\u83b7\u5f97\u4fdd\u8d39\u7a0e\u62b5\u514d\u4f18\u60e0 (Premium Tax Credit)\u3002<\/p>\n

    1095-B (Health Coverage)<\/strong><\/span><\/p>\n

    \u81ea\u884c\u5411\u4fdd\u9669\u516c\u53f8\u8d2d\u4e70\u533b\u7597\u4fdd\u9669\uff0c\u4ee5\u53ca\u653f\u5e9c\u5065\u5eb7\u4fdd\u9669\uff08\u767d\u5361\u3001\u7ea2\u84dd\u5361\uff09\u8005\uff0c\u4ee5\u53ca50\u4eba\u4ee5\u4e0b\u56e2\u4f53\u533b\u4fdd\u6301\u6709\u8005\u4f1a\u6536\u5230 1095-B \u8868\u683c\u3002<\/p>\n

    1095-C (Employer-Provided Health Insurance Offer and Coverage)<\/strong><\/span><\/p>\n

    50\u4eba\u4ee5\u4e0a\u56e2\u4f53\u6216\u4f01\u4e1a\u533b\u4fdd\u4f1a\u6536\u5230\u96c7\u4e3b\u63d0\u4f9b\u7684 1095-C \u8868\u683c\u3002<\/p>\n

    1098 \u7cfb\u5217\u8868\u683c\uff08\u8d37\u6b3e\u5229\u606f\u76f8\u5173\uff09<\/strong><\/span><\/p>\n

    Form 1098 \u623f\u8d37\u5229\u606f \uff08Mortgage interest Statement\uff09<\/strong><\/span><\/p>\n

    \u6b63\u5728\u652f\u4ed8\u623f\u8d37\uff0c\u4e14\u623f\u8d37\u5229\u606f\u4e00\u5e74\u4ed8\u8d85\u8fc7$600\u7684\u7eb3\u7a0e\u4eba\u4f1a\u4ece\u8d37\u6b3e\u516c\u53f8\u6536\u5230\u8fd9\u4efd\u8868\u683c\uff08\u6ca1\u8d85\u8fc7\u53ef\u80fd\u8fd8\u662f\u4f1a\u6536\u5230\uff09\uff0c\u4e0a\u9762\u4f1a\u6709\u8be5\u62a5\u7a0e\u5e74\u5ea6\u5171\u7f34\u4ea4\u7684\u623f\u8d37\u5229\u606f\u91d1\u989d\u3002\u524d\u4e24\u680b\u8d37\u6b3e\u6765\u7684\u623f\u5b50\uff0c\u5176\u623f\u8d37\u5229\u606f\u53ef\u4f5c\u679a\u4e3e\u6263\u9664\u3002<\/p>\n

    Form 1098-E \u5b66\u8d37\u5229\u606f\uff08Student Loan Interest Statement\uff09<\/strong><\/span><\/p>\n

    \u62a5\u7a0e\u5e74\u5ea6\u6240\u4ed8\u7684\u5b66\u8d37\u5229\u606f\uff0c\u53ef\u4ee5\u7528\u6b64\u8868\u6765\u505a\u679a\u4e3e\u6263\u9664\u3002<\/p>\n

    Form 1098-T \u5b66\u8d39\u72b6\u51b5\uff08Tuition Statement\uff09<\/span><\/strong><\/p>\n

    \u6b64\u8868\u544a\u77e5\u8be5\u5e74\u5ea6\u5df2\u7f34\u4ea4\u4e86\u591a\u5c11\u9ad8\u7b49\u6559\u80b2\u5b66\u8d39\uff0c\u53ef\u4ee5\u7528\u6b64\u8868\u6765\u505a\u679a\u4e3e\u6263\u9664\u3002<\/p>\n

    \u6d77\u5916\u8d44\u4ea7\u76f8\u5173<\/strong><\/span><\/p>\n

    Form 8938 \u6d77\u5916\u8d44\u4ea7\u7533\u62a5\uff08Statement of Foreign Financial Assets\uff09<\/strong><\/span><\/p>\n

    \u5e10\u6237\u91cc\u8d85\u8fc7\u4e00\u5b9a\u91d1\u989d\u95e8\u69db\uff08\u5c45\u4f4f\u7f8e\u56fd\u5883\u5916\u5355\u72ec\u7533\u62a5\uff0c\u6216\u5df2\u5a5a\u4f46\u592b\u59bb\u5206\u5f00\u7533\u62a5\uff09\u5728\u62a5\u7a0e\u5e74\u5ea6\u6700\u540e\u4e00\u5929\u524d\u6d77\u5916\u603b\u8d44\u4ea7\u8d85\u8fc75\u4e07\u7f8e\u5143<\/strong>\uff0c\u6216\u662f\u5e74\u4e2d\u4efb\u4e00\u65f6\u95f4\u70b9\u8d85\u8fc77\u4e075\u5343\u7f8e\u5143<\/strong>\uff1b\u82e5\u592b\u59bb\u8054\u5408\u7533\u62a5\uff0c\u5728\u62a5\u7a0e\u5e74\u5ea6\u6700\u540e\u4e00\u5929\u524d\u6d77\u5916\u603b\u8d44\u4ea7\u8d85\u8fc710\u4e07\u7f8e\u5143\uff0c\u6216\u662f\u5e74\u4e2d\u4efb\u4e00\u65f6\u95f4\u70b9\u8d85\u8fc715\u4e07\u7f8e\u5143\uff09\u7684\u8bdd\u9700\u8981\u586b\u5199 Form 8938 \u4e8e\u8be5\u5e74\u5ea6\u4e2a\u4eba\u6240\u5f97\u7a0e\u7533\u62a5\u65f6\u4e00\u5e76\u8fdb\u884c\u7533\u62a5\u3002<\/p>\n

    Form 114 \u6d77\u5916\u94f6\u884c\u4e0e\u91d1\u878d\u8d44\u4ea7\u5e10\u6237\u7533\u62a5\uff08Report of Foreign Bank and Financial Accounts\uff09<\/strong><\/span><\/p>\n

    \u5373\u201c\u80a5\u5496\u6761\u6b3e\u201d\uff0c\u4e3b\u8981\u662f\u8981\u6c42\u7eb3\u7a0e\u4eba\u82e5\u5728\u56fd\u5916\u6709\u4e00\u4e2a\uff08\u6216\u4ee5\u4e0a\uff09\u7684\u91d1\u878d\u5e10\u6237\uff08\u5982\u94f6\u884c\u5b58\u6b3e\u3001\u6295\u8d44\u5e10\u6237\u3001\u5171\u540c\u57fa\u91d1 Mutual Fund\uff09\u6216\u7b7e\u540d\u5e10\u6237 (Signature Authority)\uff0c\u4e00\u5e74\u4e2d\u4efb\u4f55\u65f6\u95f4\u7684\u201c\u603b\u548c\u201d\u6700\u9ad8\u989d\u8d85\u8fc71\u4e07\u7f8e\u5143\uff0c\u540c\u6837\u5728\u6bcf\u5e74\u62a5\u7a0e\u622a\u6b62\u65e54\u670815\u65e5\u524d\u8981\u7528 Form 114 (e-filing system) \u5411\u7f8e\u56fd\u8d22\u653f\u90e8\u7533\u62a5\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

    \u7f8e\u56fd\u6bcf\u5e74\u57284\u670815\u65e5\u4e4b\u524d\u8981\u7533\u62a5\u524d\u4e00\u5e74\u6240\u5f97\u7a0e\uff0c\u5404\u79cd\u4e0d\u540c\u8868\u5355\u5728\u62a5\u7a0e\u5b63\u65f6\u5982\u96ea\u7247\u822c\u7eb7\u7eb7\u5bc4 … \u7ee7\u7eed\u9605\u8bfb →<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6492","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/posts\/6492","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/comments?post=6492"}],"version-history":[{"count":0,"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/posts\/6492\/revisions"}],"wp:attachment":[{"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/media?parent=6492"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/categories?post=6492"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yibababa.com\/article\/wp-json\/wp\/v2\/tags?post=6492"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}