请教在美国的同仁报税问题:必须每季度报税吗?
Thread poster: Ellen Xu

Ellen Xu
United States
Local time: 13:54
English to Chinese
Sep 12, 2010

各位同仁,

有个问题要向大家请教。我一直以为报税每年一报就可以了,结果今天忽然注意到好像freelancer情况和别人有点不一样。别人是公司早就提留起来,所以一年一报就行。我们这种自由职业好像是要求每季度一缴。光想想就觉得很麻烦啊。所以想问一下,这是必须的吗?我前两年是每年一报的,好像没有遇到什么问题。

另外,如果必须每季度一报的话,我现在已经到三季度结束了,那前几个季度的怎么办?

谢谢各位。


 

wherestip  Identity Verified
United States
Local time: 13:54
Chinese to English
+ ...
Estimated Tax Sep 13, 2010

http://www.irs.gov/pub/irs-pdf/f1040es.pdf

Ellen,

Yes, people who are self-employed typically have to file Form 1040-ES on a quarterly basis.

1st payment . . . . . . . . . . . . . . . . . . . April 15, 2010
2nd payment . . . . . . . . . . . . . . . . . . June 15, 2010
3rd payment . . . . . . . . . . . . . . . . . . Sept. 15, 2010
4th payment . . . . . . . . . . . . . . . . . . . Jan. 18, 2011

Following is the general criteria on whether an individual needs to file estimated tax (from the above pdf, Form 1040-ES):



General Rule
In most cases, you must pay estimated tax for 2010 if both of the following apply.
1. You expect to owe at least $1,000 in tax for 2010, after subtracting your withholding and refundable credits.
2. You expect your withholding and refundable credits to be less than the smaller of:
a. 90% of the tax to be shown on your 2010 tax, or
b. 100% of the tax shown on your 2009 tax return. Your 2009 tax return must cover all 12 months.



Of course you need to see what your own situation is to determine if you need to pay estimated taxes.

Ellen Xu wrote:

另外,如果必须每季度一报的话,我现在已经到三季度结束了,那前几个季度的怎么办?



You could calculate how much in penalty you owe the IRS when you file your taxes, or have the IRS calculate it for you. Another thing you could do is to estimate how much you owe in estimated taxes up till now and pay it in a lump sum before the upcoming deadline of 9/15. That would for sure reduce your penalty compared to waiting till the tax-filing season.

p.s. If the penalty amount is really small, the IRS might not even bother with it.



[Edited at 2010-09-14 03:20 GMT]


 

Ellen Xu
United States
Local time: 13:54
English to Chinese
TOPIC STARTER
Thanks a lot Sep 13, 2010

Thanks a lot for your kind reply.

 

Ellen Xu
United States
Local time: 13:54
English to Chinese
TOPIC STARTER
去税务部门了解到的最新情况 Sep 14, 2010

今天因为去做infopass,顺便在税务部咨询了下关于自由职业者是否必须按季度报税的问题。被告知如果我和我老公一起联合报税,而我老公是雇员,每个月有提留,那么我只需要让我老公提高每个月提留额度,保证每年联合报税时,他的提留总额能把我应纳的税款涵盖在内,或者提留额度和我们全家实际应缴的税款之间的差额小于1000美元,那就不用每季度报税,每年和我老公一起联合报一次就可以了。



[Edited at 2010-09-14 16:34 GMT]


 

wherestip  Identity Verified
United States
Local time: 13:54
Chinese to English
+ ...
Tax Withholding Sep 14, 2010

Ellen Xu wrote:

今天因为去做infopass,顺便在税务部咨询了下关于自由职业者是否必须按季度报税的问题。被告知如果我和我老公一起联合报税,而我老公是雇员,每个月有提留,那么我只需要让我老公提高每个月提留额度,保证每年联合报税时,他的提留总额能把我应纳的税款涵盖在内,或者提留额度和我们全家实际应缴的税款之间的差额小于1000美元,那就不用每季度报税,每年和我老公一起联合报一次就可以了。



对. 你们 file jointly 的话, 你先生公司里扣留款额能满足与应缴税额相差小于 $1000, 就完全不用担心.

买卖股票的人, 又得多操一份心. 有的年头市场景气, 赚多了公司扣留的很可能不够. 因此也要及时缴 estimated tax.


 

jyuan_us  Identity Verified
United States
Local time: 14:54
Member (2005)
English to Chinese
+ ...
別提股票了哈哈 Sep 14, 2010

wherestip wrote:

Ellen Xu wrote:

今天因为去做infopass,顺便在税务部咨询了下关于自由职业者是否必须按季度报税的问题。被告知如果我和我老公一起联合报税,而我老公是雇员,每个月有提留,那么我只需要让我老公提高每个月提留额度,保证每年联合报税时,他的提留总额能把我应纳的税款涵盖在内,或者提留额度和我们全家实际应缴的税款之间的差额小于1000美元,那就不用每季度报税,每年和我老公一起联合报一次就可以了。



对. 你们 file jointly 的话, 你先生公司里扣留款额能满足与应缴税额相差小于 $1000, 就完全不用担心.

买卖股票的人, 又得多操一份心. 有的年头市场景气, 赚多了公司扣留的很可能不够. 因此也要及时缴 estimated tax.


我今天賣了兩隻﹐比起昨天升4%﹐覺得不少了﹐賣完後都漲到6%了。分屬黃金開採和零售。今天就這個兩個行業好﹐被我賣早了。

賣早了後悔﹐想在相同的行業內補倉又進不去了﹐就轉戰別的行業﹐買了一個太陽能的﹐一個金屬製品廠的﹐前者還真漲了點﹐我盯著150元利潤去下了賣單﹐結果真到了我定的價格﹐可惜1000股只賣出60股票﹐然後就一跌到底。金屬材料股昨天瘋漲﹐今天PULLBACK﹐我覺得降得差不多了就進貨﹐結果剛進去趕上了它的自由落體運動。

我今天共有8個WISH﹐ 4個沒實施﹐這8個WISH的方向全部跟市場擰著了。

今天的日子其實不錯﹐不應該這樣啊。太受刺激了。

[Edited at 2010-09-14 20:28 GMT]


 


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请教在美国的同仁报税问题:必须每季度报税吗?

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