一些杂7杂8的表/项目：不知需要申报吗？

1、1095-C (Employer-Provided Health Insurance Offer and Coverage)
=》应该不需要？只是雇主给员工参考用的？

2、1042-S（Foreign Person’s U.S. Source Income Subject to Withholding, 即“外国人美国收入应扣税（的年度总结表）“
(此表总结了外国人/Non-Resident Alien报税年在美国收到的任何收入及已扣税额。因为 1042-S是Non-Resident Alien的收入表格，所以Resident是不会收到的。)
QUESTIONS:
I am a Resident Alien (stayed in US for the whole year of 2021).
1）为何我会收到这个表？是发表的银行弄错了？？
2）Should report this form to IRS?


3、券商的Fees&Expenses
有少量的管理费
=》可否获得减免？
=》IF YES, 需要填入哪些表/哪些格子？

4、Rollover IRA
=》没找到券商发相关的表
哪些情况下才会有表生成？

5、ESPP
=》如果只是买入，而没有SALE, 就不需要申报任何东西对吗？

1. 自答部分是对哒
2. 银行弄错了，可以改RA状态然后request 1099
3. federal不能抵，有的州可以但有2%的floor。这属于itemized deduction - misc.。
4. 1099-R没有收到？rollover是会收到的
5. 是

自答：
1、1095-C
看来不需要做任何动作；只需自己存档。

REF:
https://www.irs.gov/affordable-c ... rms-for-individuals

“Do not file these forms with your tax return. Keep them in your records with your other important tax documents.”

补充内容 (2022-09-23 06:17 +8:00):
“Some taxpayers may not receive a Form 1095-B or Form 1095-C by the time they are ready to file their tax return. While the information on these forms may assist in preparing a return（？？）, they are not required. Individual taxpayers should not wait for these forms and file their returns as they normally would.”

补充内容 (2022-09-23 06:21 +8:00):
“If you did not enroll in a health plan in the Marketplace, the information in Part II of your Form 1095-C is not relevant to you.”
意即，如果自己没有买商业的医疗保险，1095C就用不上？
不会用来得到什么TAX CREDIT?