robinhood 报税疑问

taxact+ csv导入 （csv需要手动一条条输入，我去年交易不多就十几条还行

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。

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leong 发表于 2021-02-28 21:12:50
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 (

提供了新思路！赞赞赞！！

新用户 发表于 2021-02-28 21:11:16
taxact+ csv导入 （csv需要手动一条条输入，我去年交易不多就十几条还行

Csv倒入是个啥意思哟？我没用过taxact，正在了解它的过程中～

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cszhazha 发表于 2021-02-28 19:01:42
手动报税，打算就在1040nr表上填个总额不管了

我也手动报，也打算就在1040上填个总额不管了

paladin12 发表于 2021-02-28 21:44:34
Csv倒入是个啥意思哟？我没用过taxact，正在了解它的过程中～

就是不用一条一条填那个问题，直接excel一排一排写好，然后导入。你也可以直接尝试找robinhood客服要csv文件看他们能不能给你

leong 发表于 2021-02-28 21:12:50
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 (

Hi,想问一下，你知道如果有wash sale的话，olt还可以用不？sprintax的客服告诉我，有wash sale的话sprintax就用不了了呐

turbotax直接可以登录rh然后导入吧。我今年用了creditkarma的，全免费。