刚刚落地,今个税季够乱的

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1.9万亿的刺激方案刚刚在国会通过,将在3/12/2021由总统签署成为法律。从而使得这个税季更加复杂。


本来今年的税季已经开得够晚的,国税局在2/12/2021才开始受理税表,平常在正常的情况下就在1月份开始了。现在可好了,半路杀出程咬金,一切变得复杂了。


2020年度的个人税表根据该法案将会有所变化。最为主要的是:1)2020年收入15万以下的纳税人的失业金的头$10,200($20,400如夫妻双方都有失业金)是免税的。2)在2020年多收了奥巴马医疗保险垫底费的纳税人可以获得免除偿还多收的垫底费。


法案在星期五由总统签署才正式成为法律。接下来,财政部和国税局就开始忙了,颁布指引,更改税表,更新系统。。。等等一系列工作。这些工作不知道有多快能够完成,很可能需要数周时间。在法案未获通过之前,国税局局长都说了,法案一旦通过,他们将会暂停处理税表,因为系统需要更新。


没有申报的,我们现在只能够是等了,因为你没有必要重新提交修改税表或采取其他步骤来追退税。


已经申报的,也需要等。看看国税局有没有可能在系统更新的时候,可以自动调整,然后让多出来的退税直接退给你,而不需要纳税人重新做改表再报。在我看来,自动调整的机会很小,因为他们已经忙不过来。如果真的没有自动调整,只好做改表再报了。要做改表,等到4月15日之后才来做,因为等到退税和付税结清之后,这样数目不会乱。


Just landed, this tax season is messy enough


The 1.9 trillion stimulus package has just been passed in Congress and will be signed into law by the President on 3/12/2021. This makes this tax season more complicated.


Originally this year’s tax season started late enough. The IRS started accepting tax forms on 2/12/2021. Normally, it started in January. Now it changes in the midseason, everything has become complicated.


The tax forms for 2020 will be changed according to the Act. The most important ones are: 1) The first $10,200 ($20,400 if both husband and wife have unemployment benefits) of the unemployment benefits of taxpayer whose income is less than 150,000 in 2020 is tax-free. 2) Taxpayers received too much Obama premium credits in 2020 would not have to pay back the excess.


The bill will be signed by the President on Friday and become law. Next, the Treasury and the Internal Revenue Service will get busy, issuing guidelines, changing tax forms, and updating the system. . . etc. I do not know how quickly these tasks can be completed, and it may take several weeks. Before the bill was passed, the IRS Commissioner said that once the bill passed, they would stop processing tax returns because the system needs to be updated.


For those who have not file yet, we just have to wait and see. Because you do not want to pay a large tax bill and prevent necessity to file an amended tax return or take other steps to reclaim the refund.


For those who have already filed, you also need to wait. See if it is possible that the IRS can automatically adjust the system to make an adjustment on the tax return without the taxpayer having to make an amended tax return and submit it again. In my opinion, the chance of automatic adjustment is small because they are too busy. If they can not do an automatic adjustment, you have to do an amended tax return. Just wait until after April 15th to do it, because it is better to wait until the refund or tax payment is cleared.

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