robinhood 报税疑问

我是NRA, 刚刚问了sprintax的客服,说每一笔交易都要填一张1099-B...我一堆transaction岂不是...
请问有之前报robinhood税成功的盆友出来讲解一下不?或者说一下robinhood 的1099-b在sprintax里报税的流程也行~比方说哪里对应哪里酱~谢谢!
我被客服的"一个transaction填一张1099-b"给震惊到了lol


补充内容 (2021-3-7 23:52):
Update一下，客服回复啦！很明确的说了OLT可以报wash sale，但是有一个让我疑惑的点是，我来美国没有到5年，并且还是F1,它居然算我RA，猜的话应该是没有考虑F签证的关系？不过我后来强行选择让它给我填1040-NR,不知道对其他的表格计算会不会有影响～

补充内容 (2021-3-8 01:55):
Update againnn!客服说wash sale一条一条的写，没有wash sale并且已经汇报给移民局的可以汇总

补充内容 (2021-3-18 03:22):
我刚刚把表填完了，生成了2个州的州税税表，也有自动抵扣（因为两个州多扣了），我都下载好了可是一分钱没要交有人知道是什么情况吗？那岂不是如果不efile的话OLT给我免费算州税和federal税？当然我的工资没到72000

补充内容 (2021-3-18 07:52):
Update:联邦税延期到5.17啦！


https://news.bloombergtax.com/da...-after-chaotic-year

yeyeyeyeyeye 发表于 2021-3-2 11:39
请问一下，我填springtax的时候没有Schedule NEC这个表，只能1099-b一张一张的慢慢写，所以Schedule NEC ...

我没有用sprintax，用的olt，但是我的看法是：

1099-b，1099-div，1099-int，w2等表格，是公司寄给你的表格。1040-NR，1040-NR Schedule NEC，Form 8949等表格，是你填好（或软件生成）后寄给IRS的表格。

所以你需要将1099-b的信息录入sprintax，sprintax会根据你填写的信息生成Schedule NEC和Form 8949 (listing all your transactions)。如果你的1099-b在“basis reported to irs"上面打了勾（星号），你可以只填一张sprintax 1099-b，description和date全填various，这样在生成的出来的Schedule NEC上box 16只有一行transaction。

不过sprintax可能不支持输入various，我觉得可以自己随便填个日期，然后在生成的schedule nec上面自己修改，只要数字是对的就可以了。

当然也可以自己填写schedule nec，box 1a的dividends应当填写在10%一列，box 9的capital gain（box16的和）应当填写在30%一列，如果是chinese citizen的话。

一般情况下券商的1099-B都符合IRS规定的exceptions，已经将basis reported to the IRS，纳税人不再需要逐条填写。只需要在Schedule NEC box 16 (for NRA, Schedule D for RA)上汇报一个汇总的gain/loss（RA需区分long-term和short-term），然后将计算出的tax填入1040-NR。另外楼主不妨试试另外一个帖子介绍的OLT.com，比sprintax更好用。

以下为exception细则：

Exceptions to reporting each transaction on a separate row. There are exceptions to the rule that you must report each of your transactions on a separate row of Part I or II. Any taxpayer who qualifies can use Exception 1 or Exception 2 below. Taxpayers who file Form 1120-S or Form 1065 and other qualified entities should see Special provision for certain corporations, partnerships, securities dealers, and other qualified entities, later.
Exception 1. Form 8949 isn't required for certain transactions. You may be able to aggregate those transactions and report them directly on either line 1a (for short-term transactions) or line 8a (for long-term transactions) of Schedule D. This option applies only to transactions (other than sales of collectibles) for which:
You received a Form 1099-B (or substitute statement) that shows basis was reported to the IRS and doesn't show any adjustments in box 1f or 1g;
The Ordinary box in box 2 isn’t checked;
You don't need to make any adjustments to the basis or type of gain or (loss) reported on Form 1099-B (or substitute statement), or to your gain or (loss); and
You aren’t electing to defer income due to an investment in a QOF and aren’t terminating deferral from an investment in a QOF.
If you choose to report these transactions directly on Schedule D, you don't need to include them on Form 8949 and don't need to attach a statement. For more information, see the Schedule D instructions.

If you qualify to use Exception 1 and also qualify to use Exception 2, you can use both. Report the transactions that qualify for Exception 1 directly on either line 1a or 8a of Schedule D, whichever applies. Report the rest of your transactions as explained in Exception 2.

Exception 2. Instead of reporting each of your transactions on a separate row of Part I or II, you can report them on an attached statement containing all the same information as Parts I and II and in a similar format (that is, description of property, dates of acquisition and disposition, proceeds, basis, adjustment and code(s), and gain or (loss)). Use as many attached statements as you need. Enter the combined totals from all your attached statements on Parts I and II with the appropriate box checked.
For example, report on Part I with box B checked all short-term gains and losses from transactions your broker reported to you on a statement showing basis wasn't reported to the IRS. Enter the name of the broker followed by the words "see attached statement" in column (a). Leave columns (b) and (c) blank. Enter "M" in column (f). If other codes also apply, enter all of them in column (f). Enter the totals that apply in columns (d), (e), (g), and (h). If you have statements from more than one broker, report the totals from each broker on a separate row.

Don't enter "Available upon request" and summary totals in lieu of reporting the details of each transaction on Part I or II or attached statements.

补充内容 (2021-3-2 13:33):
补充一下：大家可以在收到的1099-B上面查找“basis (is) reported / provided to the IRS (line / box 12)"，如果所有的transactions表格都有此字样，则IRS已经掌握每一条交易记录，不要求（也不反对）逐条报备。

补充内容 (2021-3-2 13:38):
另外box 2不能为Ordinary，1f和1g需要都等于零。具体参考上文。

感觉title可以改成NRA wash sales怎么报税哈哈哈哈。 这两周找了好多个，TaxAct值得拥有姓名!
GTP 要先交钱cainengyong
1040NR.com 不给报股票收入
sprintax不能报wash sales，而且transaction up to 200
taxback是sprintax的客服推荐的，但是整个UI做的让我相当不信任他们能把这个算对

taxact不算太完美，我不知道怎么treaty自动算进去，但是我也没找到别的选择了

补充内容 (2021-3-2 09:30):
补充：
Taxact用的是ScheduleD报的股票收入。。但是NRA貌似需要使用Schedule NEC， which税率更高。。感觉taxact的表是错的。。

手动报税，打算就在1040nr表上填个总额不管了

cszhazha 发表于 2021-3-1 11:01
手动报税，打算就在1040nr表上填个总额不管了

刚刚sprintax的客服又说,如果有wash sale, sprintax就报不了了...

同关注一下

关注一波。。。

插眼一波

我用的是RA报税，turbo tax可以一键导入。以下是观察到的信息，希望有帮助。
自动生成的税表上，form 1040 schedule D只有大头， 交易细节在form 8949上会被列出来。估计是软件自动分解了1099，填在两张表里。
而且不是robinhood给你一个账户一张1099吗？还可以自己写1099?
求米求米

r3dn3ck 发表于 2021-02-28 20:21:53
我用的是RA报税，turbo tax可以一键导入。以下是观察到的信息，希望有帮助。
自动生成的税表上，form 1040 schedule D只有大头， 交易细节在form 8949上会被列出来。估

是给的一整张汇总的1099，列出了每笔交易，但是报的时候需要我们自己一个个的写上去

去年用过Sprintax，确实是得一条一条输入。。还好今年RA可以用Turbo了

yabi 发表于 2021-02-28 20:54:10
去年用过Sprintax，确实是得一条一条输入。。还好今年RA可以用Turbo了

那你去年的时候有wash sale吗？我还有wash sale…