2024年報2023年度美國稅要準備什麼?
2024年度報稅即將開始,如果您有美國報稅的義務,建議您可以開始準備2023年的報稅資料,
若您有以下文件證明,請盡早收集完畢並且提供給您的會計師:
- 美國雇主提供的薪資W-2表。
- 美國銀行、證券等金融機構或其他付款人的1099表。
- 美國境外收入文件,例如:台灣綜所稅表或投資利得。
- 美國支出文件,例如:美國大學學費1098-T、美國房屋貸款利息支出等相關證明文件。
- 贈與或受贈,例如:遺產、股份、現金等相關證明文件。
- 美國保險公司提供的健康保險1095-A表。
- 若需要申報FBAR,則需收集2023年美國境外金融帳戶資料,例如:銀行、證券、保險、基金。
美國註冊會計師 羅霞 提醒您,美國報稅截止日為4月15日,請盡早準備您2023年度美國報稅資料,並如期完成申報,以避免延遲報稅所導致的罰款和利息。
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
(美國稅務服務有限公司 USTAX Service LLC)
What Should I Prepare for Filing 2023 US Taxes in 2024?
The 2024 tax filing season is approaching. If you have the obligation of filing a 2023 tax return, it is advisable to start preparing your 2023 tax documents. If you have the following supporting documents, please collect and provide them to your accountant as soon as possible:
- Forms W-2 from your US employers.
- Forms 1099 from banks, securities and other financial institutions or payers.
- Income from outside the US, like Taiwan income tax return or capital gain from investment.
- US expenses, like US tuition Form 1098T or house mortgage interest.
- Donating or receiving gift, such as inheritance, stock, or money.
- Form 1095-A from the US insurance company.
- If you are required to report FBAR, you need to collect information of financial accounts located outside the United States like banks securities, insurance, or funds.
USCPA Luo Xia reminds you that the US tax filing deadline is April 15. Please prepare your 2023 U.S. tax documents early and file on time to avoid penalties and interest.
If you have any questions or need any 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

