本文以TurboTax Premier报税软件为例。个人报税按类别分的话就两大类,1.Wages & Income, 2. Deductions and Credits.
Wages & Income里面包含了
- 工资W2
- Rental Properties (In Final Schedule E form)
- Interest and Dividends, 1099-INT, 1099-DIV, 1099-OID (in Qualified Dividends and Capital Gain Tax Worksheet)
- 投资收益, Investment income, stocks, mutual funds, 1099-B or other broker statements
- 1099-MISC and other common income, 1099-MISC, 1099-G, 1099K, 1099-NEC. May include rental income from broker, part time job such as teaching (In final Schedule C)
- Sale of Business or Rental Property
- Home sale
- HSA, 1099-SA reported in Less Common Income
Deductions and Credits 里面包含了 (Results in Final Schedule A form)
- Your home包括 Mortgage Interest(自住房,Personal use的Property. 不包括Rental Properties), Property Tax, Home refinance等
- You and Your Family包括Child Care
- Charitable Donations
- Cars and Other things you own
- Medical