Nguva Inotora Kuti Inogamuchira Imba Yekutengesa Imba Inotora Kubva ku IRS

Kana kuti, Iwe Unogona Kupi Kuwana Nhaka Yako?

Kana dzimba inotarisirwa kuisa feraleral estate tax return, Fomu yeRS 706, United States Estate (uye Generation-Skipping Transfer) Mutero Wekudzoka , nokuti iyo iyo inotengesa kana iyo yakagadziriswa yakaita zvipo zvakawanda munguva yehupenyu hwake, zvino zviitiko iyo ichave "yakaoma" kusvika IRS yave yakwana nguva yakakwana yekuongorora uye kugamuchira iyo decedent's estate tax return. Izvi hazvina mubvunzo kuti zvinokanganisa vagari venhaka yeimba sezvo vasakwanisi kuwana maoko avo kune nhaka yavo kusvikira mutero wekutengesa imari wakanyatsogadziriswa uye kugamuchirwa ne IRS uye chero ipi yemitero yakabhadharwa yakabhadharwa zvakakwana.

Uye zvinofanira kuuya kusishamisi kuziva kuti IRS haina kunyatsoshanda mukugadzirisa federal estate tax returns.

Chinangwa chechinyorwa ichi ndechekutsanangura chinoitika mushure mekunge federal imisoro yefa inoshandiswa inoshandiswa ne IRS uye kuti ichazotora nguva yakareba sei kugamuchira tsamba yekuvhara mutero inosvitsa mutero .

Nguva yekushandura Form IRS 706

IRS Form 706 inofanirwa kuiswa ne IRS mukati memwedzi mipfumbamwe yedare rakasarudzwa rekufa. Mwedzi mitanhatu yekuwedzerwa nguva yekutsvaga kudzoka kunogona kukumbirwa uchishandisa Fomu yeRS 4768, Chikumbiro Chekuwedzera kweZuva Kuisa Imba Imitero Yakadzoka , asi izvi hazvizononoki nguva yekubhadhara mitero yakakodzera. Nokudaro, inofungidzirwa mitero inofanira kubhadharwa apo Fomu yeRS 4768 inoshushwa, zvisinei, kufarira uye zvikwereti zvichawedzera. Zvechokwadi, chero kunonoka kwekufamba kwenguva pakunyorera Fomu 706 kunonoka nguva yokuti IRS iite uye iongorore kudzoka kana yaiswa.

Kana imwe ye IRS Form 706 ichiiswa ne IRS, pasi apa ndiyo nguva ye IRS yekutanga kugadzirisa kudzoka, kuongorora kudzoka, uye pakupedzisira inobvisa tsamba yekuvhara mutero yeimba:

1. Zvinotora masvondo matanhatu kusvika ku8 kubva pazuva iyo IRS inogamuchira Fomu 706 isati yaitwa uye inopinda mu database ye IRS. Saka, mune mamwe mazwi, usadane kana une mibvunzo pamusoro peFomu 706 kusvikira mavhiki masere apfuura kubva pawakaisa kudzoka.
2. Zvinotora mwedzi mitanhatu kusvika kupfumbamwe kubva panguva iyo kudzoka kuiswa kune IRS kuti ibudisire tsamba yekuvhara mutero yemugovera kana kuzivisa mutongi kuti mutero wekutengesa mutengo uri kuongororwa. Izvi zvinopesana nemashoko akanyorwa pane webhusaiti ye IRS, iyo inoti inotora mwedzi mana kusvika kumatanhatu kugamuchira tsamba yekuvhara yemitadzo inogamuchirwa seyiyo uye isina zvimwe zvikanganiso kana mamiriro akasiyana. Kubva pane zvaunoziva, zvinenge zvakaperera mwedzi mapfumbamwe kudarika mwedzi mitanhatu kugamuchira tsamba yekuvhara yemitadzo inogamuchirwa sekuiswa.

1. Kana iyo mutero wekutengesa inotariswa, inotora imwe mwedzi mana kusvika kumatanhatu kusati kwatongerwa kugadziriswa uye tsamba yekuvhara mutero inotengeswa inobudiswa. Mune zvimwe zviitiko zvakanyanyisa, iyo nyanzvi inogona kutora mwedzi mitanhatu yakawedzera kusvika kumakore akawanda zvisati zvaitika kugadziriswa kwapera uye tsamba yekuvhara mitero yematoro inobudiswa.

Mamwe mazano anobatsira

Pasi pane mamwe mazano andinogona kupa kuburikidza nehupenyu hwangu:

1. Kana chikwereti chikaitwa apo mutero wemutero unosvika uye iwe unogamuchira chiziviso chokuti mimwe mitero uye / kana kufarira uye zvikwereti zvinokonzerwa, simbisa kuti kubhadhara kwokutanga kwave kushandiswa pamusana pemutero unofanirwa usati waita chero mari yawedzerwa. Pane imwe nguva ndakatarisa, cheki yakanga yatumirwa pamwe chete nemutero wekutengesa uye mutengi wacho akatoita chekuregererwa kwekodzero iripo kwemwedzi inoverengeka, asi nokuda kwezvikonzero zvisingazivikanwi kuti kubhadhara kwakanga kusina kushandiswa pamitero yakakodzera.
2. Kana iyo nzvimbo inotarisirwa kuisa IRS Form 706-NA, United States Estate (uye Generation Skipping Transfer) Mutero Wekudzoka, Imba yevasingaiti vagari vasiri vagari vemuUnited States, uye kana uyo asina mutemo asina kodzero asina US number Security number, ipapo IRS ichapa munhu mumwe chete wekubhadhara mutero (kana ITIN kwenguva pfupi) kuimba. Kana wakaziva ITIN, shandisa iyo iyo yose ye IRS tsamba yako uye itai iyo yakagadzirika yefonhare runhare kune IRS.

1. Uye apa pane imwezve inobatsira zvikuru iyo yandinokwanisa kupa sezvo ini ndisingakwanisi kuwana nyore iyi ruzivo pawebsite ye IRS, kana kune imwe nzvimbo kune iyo nyaya: Kana uchida kudana IRS nemibvunzo pamusoro peFomu 706, chengeta nguva (uye kushaya kwako) nekushevedza IRS nzvimbo uye chipo chemutero unowanikwa zvakananga pana 866-699-4083 .