Ngaba Ixesha leNgeniso neNdleko ekupheleni konyaka weRhafu?

Ukuba ufunda oku ukuwa, okanye ngoDisemba kuba lixesha elifanelekileyo lokucinga malunga nendlela onokugcina ngayo imali kwiirhafu zeshishini ngokufumana ixesha kunye neendleko.

Ngokomzekelo, kulo nyaka ndixosha izindleko kulo nyaka kwaye ingeniso kunyaka ozayo. Ndivavanya oku kunyaka nonyaka. Ndiza kuchaza ngaphezulu ngaphantsi.

Amashishini amaninzi afumene ukuba anokunciphisa irhafu yoshishino ngonyaka ngokuqwalasela ngokucophelela xa kuhlawulwa iindleko zokwandisa iindleko kunye nokuncitshiswa kweerhafu kunye nokukhangela iirisithi ukwenzela ukudala ingeniso ekupheleni konyaka werhafu.

Ngokubanzi, ufuna ukunyusa imali engenayo kunyaka weentlawulo eziphantsi kunye neendleko ukuya kunyaka wamaxabiso aphezulu, kodwa oku kukhulu kunokuba lula.

Ukuba ufuna ukunciphisa ibhajethi yakho yerhafu yoshishino kulo nyaka, ukuhlawulwa kwangaphambili kwemali, iimali zokubolekwa kwemali kunye nemali-mboleko yokwandisa iindleko zakho. Ukuphela kweendleko zonyaka zerhafu kunye nexesha lokufumana ingeniso lisebenza kwiindawo ezininzi zemali, kubandakanywa irhafu yokuhlawula, izipho kunye neminikelo kunye neentlawulo zekhadi lesikweletu.

Ixesha lokufumana ingeniso kunye neendleko zikhohlisayo, kwaye ukunyuka owenzayo kunokuba nemiphumo engalindelekanga. Xoxa ngeengcinga zexesha kunye neengcali zakho zerhafu ngaphambi kokuba uzibophezele.

Ngabe Imali kunye neentlawulo zifunyenwe?

Umgaqo we " irisidi eyakhayo " isebenza kwiintlawulo kunye neengeniso eziwela ngaphaya kokuphela konyaka. Ngokuhambelana ne-IRS, ukufumana okukwakhayo kuthetha ukuba inzuzo ifunyenwe ngokukhawuleza xa imali ityala kwiakhawunti yakho okanye ifunyenwe kuwe ngaphandle "kwemingcele enkulu okanye imingcele," nokuba ungenayo.

Ngokomzekelo, inokuthi ibanjwe yi-ejenti okanye kwi-akhawunti yakho yasebhanki ngokusebenzisa idiphozithi ngqo. Nangona unayo imali esandleni sakho, ungayisebenzisa xa ufuna.

Indlela yokwenza ingxelo kunye neNgeniso / iNkcitho

Into yokuqala omele uyibuze ngaphambi kokuqwalasela imali ehamba phakathi kweminyaka emibili yindlela oyisebenzisa ngayo.

Indlela yokwenza ingxelo yebhanki yakho (imali okanye ukunyuka) yenza umehluko kwixesha lokuhlawula kunye neholo kunye nokuzimisela kokufumana okukwakhayo.

Kwimali yokubalwa kwemali , uyayibona ingeniso xa ifunyenwe kunye neendleko xa i-bill bill ithunyelwa. Kwi- accounting account , uyayibona ingeniso okanye iindleko xa kusekwa (xa ibhajethi ithunyelwa okanye ifunyenwe). Funda kabanzi malunga nokwahlukana phakathi kwemali kunye ne-accounting account ngaphambi kokuba uzame ukufumana ixesha kunye neendleko phakathi kweminyaka yentela.

Masithi usebenzela umthengi ngomhla wama-30 kuDisemba uxabise i-$ 300. Uhlawula lo mthengi i-$ 300 Disemba 31. Ngokwenkokhelo yemali, imali oyihlawuleyo ayibalwa njengenzuzo, kuba awufumani imali. kodwa phantsi kwe-accounting account, uya kubala le mali njengoko sele ifunyenwe.

Okona kuninzi, akukho nto ongayenza ukuze utshintshe unyaka weentengiselwano kwi-accounting accounting, kodwa kukho ezinye iindlela zokutshintsha unyaka ukwenzela ukuthengiswa kwemali.

Umqeshwa wexesha lokuhlawula kunye ne-W-2 Income

Umvuzo womqeshwa ekupheleni konyaka ngamanye amaxesha unamaqhinga, ngenxa yokufumana eyakhayo. Umvuzo womqeshwa kufuneka ubhalwe ngonyaka ochanekileyo, kwaye umhla wokuhlawula ulawulo.

Ukuba ikhokheji ibhalwe ngoDisemba, lowo ngumnyaka umqeshwa uthathwa ukuba ufumene umvuzo, nokuba ngaba umvuzo awuzange ulandelwe okwamanje.

Ngamanye amaxesha, ukuhlawula imali kubonisa ingeniso kwiminyaka emibini; ngeveki yokugqibela ngoDisemba kunye neveki yokuqala ngoJanuwari, umzekelo. Ukuba i-paycheck ibhalwe ngoJanuwari, yonke ingeniso iyabonwa ukuba ifunyenwe ngomnyaka wesibini, kuba umqeshwa akafumananga imali ngonyaka wokuqala.

Kodwa, ukuba umqeshwa unako ukufumana umvuzo wonyaka wokuqala "ngaphandle kokunciphisa umda okanye ukukhawulelwa" (khumbula ukufumana okukwakhayo), nokuba isitshekethi siphelelwe ngonyaka wesibini, yonke imali ithathwa njengeyifumene kunyaka wokuqala. Oku kunokwenzeka ukuba imali ifakwe kwisigxina ngqo kwiDisemba, ixesha lokuhlawula eliphela ngoJanuwari.

Eminye iminyaka inexesha elininzi lokuhlawula , elinokuchaphazela nomlinganiselo wokuhlawula umqeshwa phakathi kweminyaka.

Lo mbandela uchaphazela inani lemisebenzi yefom ye-W-2 . Hlola kunye neengcali zakho zerhafu xa ungaqiniseki ukuba ungabelana njani nomvuzo womqeshwa kwiminyaka emibini.

Ukuhlawulwa kweeNtlawulo zonyaka ekupheleni konyaka

Ukusebenzisa iKhadi leMatyala yeeNtlawulo zonyaka

Ngokuqinisekileyo kufanelekile ukusebenzisa ikhadi lekhredithi ukwenza loo ntlawulo yokuphela konyaka. Awunayo ukuhlawula ibhalansi ngoku, kodwa iindleko zingabhalwa kulo nyaka. Umzekelo, ukuba uthenge i-laptop kwishishini lakho ngaphambi kokuphela konyaka, usebenzisa ikhadi lakho lekhadi lesikweletu, unokufumana ukuncitshiswa kwentela kulo nyaka kwaye uhlawule ikhadi lekhredithi ngonyaka ozayo.

1099 Ukubika kwiikontraki ezizimeleyo ekupheleni konyaka

Ikontraka ezizimeleyo ezenza umsebenzi kwenkampani yakho inokufumana inkokhelo ekuqaleni kukaJanuwari, kodwa ungathumela (kwaye urekhode) intlawulo ngoDisemba kwaye ubhawule intlawulo njengenxalenye yeFom ye- 1099-MISC yalo nyaka. Ikontrakta elizimeleyo kufuneka ifake inkokhelo njengoko kuchazwe kule Fomu ye-1099-MISC yalo nyaka, kodwa isuse intlawulo kwaye unamathisele inkcazelo ngokubuyisela. I-kontraka ezizimeleyo kufuneka zibandakanye intlawulo ekubuyeni konyaka ozayo, nangona akukho-1099 iza kukhutshwa kunyaka ozayo.

Funda ngakumbi malunga nendlela yokugcina kwiirhafu zeshishini kunye nokuphela kweengcebiso zonyaka zerhafu.