美國報稅須知! 1099和1042表的名字不能錯!
美國註冊會計師 羅霞提醒您，若您在美國有交易證券股票、基金等，
請確保您的銀行或交易經紀人提供給您的1099或1042表，上面的名字正確，
以下三個狀況狀況都可能造成您在報稅時無法抵扣稅額，
1. 您的英文姓名拼字有誤。
2. 你是夫妻聯合報稅，但1099或1042表上只有夫妻其中一方的名字。
3. 您是夫妻分開報稅，但1099或1042表上卻有夫妻雙方的名字。
請您確認報稅狀態及您的1040表上的報稅人姓名，需和1099及1042表中的名字”完全一致”，
假如名字有誤，請立刻聯絡您的銀行或經紀人做修正，以免造成之後報稅的麻煩。
如果有其他疑問或者需要更多的幫助，
歡迎來電諮詢美國註冊會計師 羅霞 +886 4 22520309
或者 E-mail: ustaxproservice@gmail.com
也歡迎造訪我公司官網: https://www.ustaxproservice.com
(美國稅務服務有限公司 USTAX Service LLC)
Your Name(s) on Form 1099 and 10422 CAN’T Be Wrong!
USCPA Luo Xia reminds you that if you trade in security or fund in U.S., your bank or broker will give you form 1099 or form 1042.
Please make sure your name(s) on form 1099 or form 1042 is correct.
There are three situations below that IRS will think your 1099 or 1042 unqualified, which will make you have trouble in deducting your tax.
1. Your name is spelled wrong.
2. You are married and filing jointly, but the form 1099 or 1042 only shows one of your names.
3. You are married and filing separately, but the from 1099 or 1042 show both of your names.
Please confirm your filing status and your name on form 1040, which have to exactly the same appears on 1099 and 1042. If the name(s) is wrong, contact your banks or brokers immediately to fix it to avoid any tax trouble.
If you have any questions or need further help,
please contact us at the USCPA Luo Xia +886 980919600
or Email: ustaxproservice@gmail.com
Also welcome to visit our website: https://www.ustaxproservice.com
(USTAX Service LLC)