填寫Form 1040，別忘了這些細節
在填報美國個人所得稅（Form 1040）時，許多人以為只要把薪資單（W-2）填好就大功告成，卻常常漏掉附表B。
如果忽視以下細節，很可能會收到 IRS 的補稅通知或處罰
1.利息/股利：銀行利息或股票股利的年度累計總額超過$1,500美元時，必須附上附表B列明各個帳戶來源。
2. 海外金融帳戶申報：如果持有海外銀行或金融帳戶，需要在附表B下方勾選。
美國註冊會計師 羅霞 提醒您，報稅表格繁瑣，熟悉國際稅務和美國海外公民報稅規定的美國註冊會計師 (CPA)能幫您確保稅務合規並減少未來的罰款風險。
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 980919600
或者 E-mail: ustaxproservice@gmail.com
也歡迎造訪我公司官網: https://www.ustaxproservice.com
(美稅服務有限公司 USTAX Service LLC)
Filing Form 1040: Don't Forget These Details
When filing U.S. individual income tax (Form 1040), many people assume that simply completing their wage statement (W-2) is enough, but often overlook Schedule B.
If you ignore the following details, you are very likely to receive a tax notice or penalty from the IRS:
- Interest / Dividends: When the cumulative annual total of bank interest or stock dividends exceeds $1,500, you are required to attach Schedule B to list the source of each account.
2.Foreign Financial Account Reporting: If you hold foreign bank or financial accounts, you need to check the appropriate boxes at the bottom of Schedule B.
USCPA Luo Xia reminds you, Tax forms can be complex. A U.S. Certified Public Accountant (CPA) familiar with international tax laws and U.S. expat tax regulations can help ensure your tax compliance and minimize the risk of future penalties.
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)