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报税的时候发现ESPP的账户提供了一份Stock Plan Transactions Supplement,里面有关于我ESPP的Adjustment Amount信息。请问如果要把调整后的金额体现在8849表里面应该如何操作?8849表里面的Adjustment Code应该选什么呢?
举个具体的例子:
假如Stock Plan Transactions Supplement里面是这样列出我的ESPP收入(亏损)的
| Total Proceeds | Cost Basis | Adjustment Amout (Ordinary Income) | Adjusted Cost Basis | Adjusted Gain (Loss) | | $10,000 | $9,000 | $2,000 | $11,000 | (¥1,000) |
Form 8849里面关联的是这么几项:
(f) 和 (g) 是在一起的Adjustment, if any, to gain or loss
If you enter an amount in column (g),
enter a code in column (f).
(d)
Proceeds | (e)
Cost or other basis | (f)
Code(s) from
instructions | (g)
Amount of
adjustment | (h)
Gain or (loss)
Subtract column (e)
from column (d) and
combine the result
with column (g) | | $10,000 | $9,000 | ??? | $2,000 | (¥1,000) |
或者說我可以直接在(e)里面填 $11,000就不用管(f) Adjustement code和(g) 了?
请各位有经验的人不吝赐教。非常感谢! |