13614-C (AR) Intake/Interview & Quality Review Sheet - Arabic

Intake/Interview & Quality Review Sheets

f13614-c_ar--2016-10-00

Intake/Interview and Quality Review Sheet (English & 9 Translations)

OMB: 1545-1964

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‫ﺍﻹﺳﺗﻣﺎﺭﺓ )‪13614-C (AR‬‬

‫ﻭﺯﺍﺭﺓ ﺍﻟﻣﺎﻟﻳﺔ ﺍﻷﻣﺭﻳﻛﻳﺔ – ﺩﺍﺋﺭﺓ ﺿﺭﻳﺑﺔ ﺍﻟﺩﺧﻝ‬

‫ﺭﻗﻡ ﻣﻛﺗﺏ ‪OMB‬‬
‫‪1545-1964‬‬

‫ﺻﻔﺣﺔ ﺇﺳﺗﻳﻌﺎﺏ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ‪/‬ﺍﻟﻣﻘﺎﺑﻠﺔ ﻭﻣﺭﺍﺟﻌﺔ ﺍﻟﺟﻭﺩﺓ‬

‫)ﺃﻛﺗﻭﺑﺭ ‪(2016‬‬

‫• ﻳﺭﺟﻰ ﺇﺳﺗﻛﻣﺎﻝ ﺍﻟﺻﻔﺣﺗﻳﻥ ‪ 3-1‬ﻣﻥ ﻫﺫﻩ ﺍﻹﺳﺗﻣﺎﺭﺓ‪.‬‬
‫• ﺃﻧﺕ ﻣﺳﺅﻭﻝ ﻋﻥ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﻋﻠﻰ ﻛﺷﻔﻙ‪ .‬ﻳﺭﺟﻰ ﺗﺯﻭﻳﺩ ﻣﻌﻠﻭﻣﺎﺕ ﻛﺎﻣﻠﺔ ﻭﺻﺣﻳﺣﺔ‪.‬‬
‫• ﺇﻥ ﻛﺎﻧﺕ ﻟﺩﻳﻙ ﺃﺳﺋﻠﺔ‪ ،‬ﻳﺭﺟﻰ ﻁﺭﺣﻬﺎ ﻋﻠﻰ ﺍﻟﻣﺗﻁﻭﻉ ﺍﻟﻣﻌﺩ ﻟﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ ﻭﺍﻟﻣﻌﺗﻣﺩ ﻣﻥ ﻣﺻﻠﺣﺔ ‪.IRS‬‬

‫ﺳﺗﻛﻭﻥ ﺑﺣﺎﺟﺔ ﺇﻟﻰ‪:‬‬
‫• ﻣﻌﻠﻭﻣﺎﺕ ﺿﺭﺍﺋﺏ ﻣﺛﻝ ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪.W-2، 1099، 1098، 1095‬‬
‫• ﺑﻁﺎﻗﺎﺕ ﺍﻟﺿﻣﺎﻥ ﺍﻹﺟﺗﻣﺎﻋﻲ ﺃﻭ ﺃﺭﻗﺎﻡ ﺍﻟﻬﻭﻳﺔ ﺍﻟﻔﺭﺩﻳﺔ ﻟﺩﺍﻓﻌﻲ ﺍﻟﺿﺭﺍﺋﺏ ﻟﺟﻣﻳﻊ ﺍﻷﺷﺧﺎﺹ ﻋﻠﻰ ﻛﺷﻑ ﺿﺭﺍﺋﺑﻙ‪.‬‬
‫• ﺑﻁﺎﻗﺔ ﻫﻭﻳﺔ ﺗﺣﻣﻝ ﺻﻭﺭﺓ )ﻣﺛﻠﺔ ﺭﺧﺻﺔ ﻗﻳﺎﺩﺓ ﺻﺎﻟﺣﺔ( ﻟﻙ ﻭﻟﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ‪.‬‬

‫ﺍﻟﻣﺗﻁﻭﻋﻭﻥ ﺍﻟﻣﺳﺎﻋﺩﻭﻥ ﻓﻲ ﺇﻋﺩﺍﺩ ﻛﺷﻔﻙ ﻣﺩﺭﺑﻭﻥ ﻋﻠﻰ ﺗﺯﻭﻳﺩ ﺧﺩﻣﺔ ﻋﺎﻟﻳﺔ ﺍﻟﺟﻭﺩﺓ ﻭﺍﻹﻟﺗﺯﺍﻡ ﺑﺄﺳﻣﻰ ﺍﻟﻣﻌﺎﻳﻳﺭ ﺍﻷﺧﻼﻗﻳﺔ‪.‬‬
‫ﻹﺑﻼﻍ ﻣﺻﻠﺣﺔ ‪ IRS‬ﻋﻥ ﺳﻠﻭﻙ ﻏﻳﺭ ﺃﺧﻼﻗﻲ‪ ،‬ﻳﺭﺟﻰ ﻣﺭﺍﺳﻠﺗﻧﺎ ﻋﺑﺭ ﺍﻟﺑﺭﻳﺩ ﺍﻹﻟﻛﺗﺭﻭﻧﻲ ﻋﻠﻰ ﺍﻟﻌﻧﻭﺍﻥ ‪[email protected]‬‬
‫ﺍﻟﺟﺯء ﺍﻷﻭﻝ‪ -‬ﻣﻌﻠﻭﻣﺎﺗﻙ ﺍﻟﺷﺧﺻﻳﺔ )إن ﻛﻨﺖ ﺗﺮﻓﻊ ﻛﺸﻔﺎً ﻣﺸﱰﻛﺎً‪ ،‬ﺳ ّﺠﻞ اﺳﺎﻤءﻛﻢ ﺑﱰﺗﻴﺐ ﻣﻄﺎﺑﻖ ﻟﱰﺗﻴﺐ ﻛﺸﻒ اﻟﺴﻨﺔ اﳌﺎﺿﻴﺔ(‬

‫‪ .1‬ﺇﺳﻣﻙ ﺍﻷﻭﻝ‬

‫ﺍﻟﺣﺭﻑ ﺍﻷﻭﻝ ﻣﻥ ﺍﻷﻭﺳﻁ‬

‫ﺍﻹﺳﻡ ﺍﻷﺧﻳﺭ‪/‬ﺍﻟﻠﻘﺏ‬

‫ﺭﻗﻡ ﺍﻟﻬﺎﺗﻑ‬

‫ﻫﻝ ﺗﺣﻣﻝ ﺍﻟﺟﻧﺳﻳﺔ ﺍﻷﻣﺭﻳﻛﻳﺔ؟‬
‫ﻻ‬
‫ﻧﻌﻡ‬

‫‪ .2‬ﺍﻹﺳﻡ ﺍﻷﻭﻝ ﻟﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ‬

‫ﺍﻟﺣﺭﻑ ﺍﻷﻭﻝ ﻣﻥ ﺍﻷﻭﺳﻁ‬

‫ﺍﻹﺳﻡ ﺍﻷﺧﻳﺭ‪/‬ﺍﻟﻠﻘﺏ‬

‫ﺭﻗﻡ ﺍﻟﻬﺎﺗﻑ‬

‫ﻫﻝ ﺗﺣﻣﻝ ﺍﻟﺯﻭﺟﺔ‪/‬ﺍﻟﺯﻭﺝ ﺍﻟﺟﻧﺳﻳﺔ ﺍﻷﻣﺭﻳﻛﻳﺔ؟‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫ﺍﻟﺭﻣﺯ ﺍﻟﺑﺭﻳﺩﻱ‬
‫ﺍﻟﻭﻻﻳﺔ‬

‫ﺭﻗﻡ ﺍﻟﺷﻘﺔ‬

‫‪ .3‬ﺍﻟﻌﻧﻭﺍﻥ ﺍﻟﺑﺭﻳﺩﻱ‬
‫‪ .4‬ﺗﺎﺭﻳﺦ ﻣﻳﻼﺩﻙ‬

‫‪ .5‬ﻣﻧﺻﺑﻙ ﺍﻟﻣﻬﻧﻲ‬

‫‪ .7‬ﺗﺎﺭﻳﺦ ﻣﻳﻼﺩ ﺍﻟﺯﻭﺟﺔ‪/‬ﺍﻟﺯﻭﺝ‬

‫‪ .8‬ﻣﻧﺻﺏ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﺍﻟﻣﻬﻧﻲ‬
‫ﻧﻌﻡ‬
‫ﻧﻌﻡ‬

‫‪ .10‬ﻫﻝ ﻳﺳﺗﻁﻳﻊ ﺃﻱ ﺷﺧﺹ ﺍﻹﺩﻋﺎء ﺑﺈﻋﺎﻟﺗﻙ ﺃﻭ ﺇﻋﺎﻟﺔ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﻋﻠﻰ ﻛﺷﻑ ﺿﺭﺍﺋﺑﻬﻡ؟‬
‫ﺃ‪ .‬ﻭﻗﻌﺕ ﺿﺣﻳﺔ ﺳﺭﻗﺔ ﻫﻭﻳﺔ؟‬
‫‪ .11‬ﻫﻝ ﺃﻧﺕ ﺃﻭ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ‪:‬‬
‫ﺍﻟﺟﺯء ﺍﻟﺛﺎﻧﻲ ‪ -‬ﻣﻌﻠﻭﻣﺎﺕ ﺍﻟﺣﺎﻟﺔ ﺍﻟﺯﻭﺟﻳﺔ ﻭﺍﻷﺳﺭﺓ ﺍﻟﻣﻌﻳﺷﻳﺔ‬
‫‪ .1‬ﺣﺗﻰ ‪ 31‬ﺩﻳﺳﻣﺑﺭ‪/‬ﻛﺎﻧﻭﻥ ﺍﻷﻭﻝ ‪ ،2016‬ﻫﻝ ﻛﻧﺕ‪:‬‬
‫ﻏﻳﺭ ﻣﺗﺯﻭﺝ‬
‫ﻣﺗﺯﻭﺟﺎ ً‬

‫ﺍﻹﺳﻡ )ﺍﻷﻭﻝ‪ ،‬ﺍﻟﻠﻘﺏ(‬
‫ﻻ ﺗﺳﺟﻝ ﺃﺩﻧﺎﻩ ﺇﺳﻣﻙ ﺃﻭ ﺇﺳﻡ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ‬
‫)ﺃ(‬

‫ﺍﻟﻛﺗﺎﻟﻭﺝ ﺭﻗﻡ ‪58970P‬‬

‫)ﺏ(‬

‫)ﺝ(‬

‫‪ .6‬ﻓﻲ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‪ ،‬ﻫﻝ ﻛﻧﺕ‬
‫ﺏ‪ .‬ﻣﻌﺎﻗﺎ ً ﺗﻣﺎﻣﺎ ً ﻭﺩﺍﺋﻣﺎ ً‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫‪ .9‬ﻓﻲ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‪ ،‬ﻫﻝ ﻛﺎﻧﺕ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ‬
‫ﺏ‪ .‬ﻣﻌﺎﻗﺎ ً ﺗﻣﺎﻣﺎ ً ﻭﺩﺍﺋﻣﺎ ً‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫ﺏ‪ .‬ﺗﺑﻧﻳﺕ ً‬
‫ﻁﻔﻼ؟‬

‫ﻧﻌﻡ‬

‫ﻧﻌﻡ‬
‫ﻧﻌﻡ‬
‫ﻧﻌﻡ‬
‫ﻧﻌﻡ‬

‫ﻻ‬

‫ﻧﻌﻡ‬
‫ﻧﻌﻡ‬

‫ﺃ‪ .‬ﺇﺫﺍ ﻧﻌﻡ‪ ،‬ﻫﻝ ﺗﺯﻭﺟﺕ ﻓﻲ ﺳﻧﺔ ‪2016‬؟‬
‫ﺏ‪ .‬ﻫﻝ ﺃﻗﻣﺕ ﻣﻊ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﺃﺛﻧﺎء ﺃﻱ ﺟﺯء ﻣﻥ ﺍﻷﺷﻬﺭ ﺍﻟﺳﺗﺔ ﺍﻷﺧﻳﺭﺓ ﻣﻥ ﻋﺎﻡ ‪2016‬؟‬
‫ﺗﺎﺭﻳﺦ ﺍﻟﻘﺭﺍﺭ ﺍﻟﻧﻬﺎﺋﻲ‬
‫ﺗﺎﺭﻳﺦ ﺇﺗﻔﺎﻕ ﺍﻹﻋﺎﻟﺔ ﺧﻼﻝ ﺍﻹﻧﻔﺻﺎﻝ‬
‫ﺳﻧﺔ ﻭﻓﺎﺓ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ‬

‫ﺃﺭﻣﻝ‪/‬ﺃﺭﻣﻠﺔ‬

‫ﺻﻠﺔ ﺍﻟﻘﺭﺍﺑﺔ ﺑﻙ‬
‫ﺗﺎﺭﻳﺦ‬
‫ً‬
‫)ﻣﺛﻼ‪ ،‬ﺇﺑﻥ‪ ،‬ﺇﺑﻧﺔ‪،‬‬
‫ﺍﻟﻣﻳﻼﺩ‬
‫)ﻳﻭﻡ‪/‬ﺷﻬﺭ‪ /‬ﺃﻡ‪ ،‬ﺃﺏ‪ ،‬ﻻ ﺃﺣﺩ‪،‬‬
‫ﺇﻟﺦ‪(.‬‬
‫ﻋﺎﻡ(‬

‫ﻏﻳﺭ ﻭﺍﺛﻕ‬

‫ﺃ‪ .‬ﻁﺎﻟﺑﺎ ً ﺑﺩﻭﺍﻡ ﻛﺎﻣﻝ‬
‫ﺝ‪ .‬ﻣﻌﺎﻗﺎ ً ﻗﺎﻧﻭﻧﻳﺎ‬
‫ﺃ‪ .‬ﻁﺎﻟﺑﺎ ً ﺑﺩﻭﺍﻡ ﻛﺎﻣﻝ‬
‫ﺝ‪ .‬ﺃﻋﻣﻰ ﻗﺎﻧﻭﻧﻳﺎ ً‬

‫ﻻ‬
‫ﻻ‬
‫ﻻ‬
‫ﻻ‬

‫)ﺑﻣﺎ ﻓﻲ ﺫﻟﻙ ﺍﻟﺷﺭﺍﻛﺎﺕ ﺍﻟﻣﻧﺯﻟﻳﺔ ﺍﻟﻣﺳﺟﻠﺔ ﺃﻭ ﺍﻹﺗﺣﺎﺩﺍﺕ ﺍﻟﻣﺩﻧﻳﺔ ﺃﻭ ﻏﻳﺭﻫﺎ ﻣﻥ ﺍﻟﻌﻼﻗﺎﺕ ﺍﻟﺭﺳﻣﻳﺔ ﺑﻣﻭﺟﺏ ﻗﺎﻧﻭﻥ ﺍﻟﻭﻻﻳﺔ(‬

‫ﻣﻁﻠﻘﺎ ً‬
‫ً‬
‫ﻣﻧﻔﺻﻼ ﻗﺎﻧﻭﻧﻳﺎ ً‬
‫‪ .2‬ﻋﺩﺩ ﺃﺩﻧﺎﻩ ﺃﺳﻣﺎء‪:‬‬
‫• ﻛﻝ ﺷﺧﺹ ﻣﻥ ﺃﻗﺎﻡ ﻣﻌﻙ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ )ﻏﻳﺭﻙ ﺃﻭ ﻏﻳﺭ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ(‬
‫• ﺃﻱ ﺷﺧﺹ ﻗﻣﺕ ﺑﺈﻋﺎﻟﺗﻪ ﻟﻛﻧﻪ ﻟﻡ ﻳﻘﻳﻡ ﻣﻌﻙ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‬

‫ﻻ‬
‫ﻻ‬

‫ﺍﻟﻣﺩﻳﻧﺔ‬

‫ﺇﺫﺍ ﻛﻧﺕ ﺑﺣﺎﺟﺔ ﺇﻟﻰ ﻓﺳﺣﺔ ﺇﺿﺎﻓﻳﺔ‪ ،‬ﺗﻭﺿﻊ ﺇﺷﺎﺭﺓ ﻫﻧﺎ‬

‫ﻻ‬
‫ﻻ‬

‫ﻭﻳﺗﻡ ﺍﻹﺩﺭﺍﺝ ﻋﻠﻰ ﺍﻟﺻﻔﺣﺔ ‪.4‬‬

‫ﻟﻺﺳﺗﻛﻣﺎﻝ ﻋﻠﻰ ﻳﺩ ﻣﺗﻁﻭﻉ ﻣﻌﺗﻣﺩ ﻭﻣﻌﺩ ﻟﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ‬

‫ﻋﺩﺩ ﺃﺷﻬﺭ‬
‫ﺍﻹﻗﺎﻣﺔ ﻓﻲ‬
‫ﻣﻧﺯﻟﻙ ﺍﻟﺳﻧﺔ‬
‫ﺍﻟﻣﺎﺿﻳﺔ‬
‫)ﺩ(‬

‫ﺣﺎﻣﻝ‬
‫ﻟﻠﺟﻧﺳﻳﺔ‬
‫ﺍﻷﻣﺭﻳﻛﻳﺔ‬
‫)ﻧﻌﻡ‪/‬ﻻ(‬
‫)ﻩ(‬

‫ﻫﻝ ﺯﻭّ ﺩ ﻫﺫﺍ ﻫﻝ ﻛﺎﻥ ﺩﺧﻝ‬
‫ﻣﻘﻳﻡ ﻓﻲ ﺍﻟﻭﻻﻳﺎﺕ ﺃﻋﺯﺏ ﺃﻭ ﻣﺗﺯﻭﺝ ﻁﺎﻟﺏ ﺑﺩﻭﺍﻡ ﻣﻌﺎﻕ ﺗﻣﺎﻣﺎ ً ﻫﻝ ﻫﺫﺍ‬
‫ﺍﻟﺷﺧﺹ ً‬
‫ﻛﺎﻣﻝ ﺍﻟﺳﻧﺔ ﻭﺩﺍﺋﻣﺎ ً‬
‫ﻁﻔﻼ‪ /‬ﺍﻟﺷﺧﺹ ﺃﻛﺛﺭ ﻫﺫﺍ ﺍﻟﺷﺧﺹ‬
‫ﺍﻟﻣﺗﺣﺩﺓ ﺃﻭ ﻛﻧﺩﺍ ﺃﻭ ﺣﺗﻰ‬
‫ً‬
‫ﻗﺭﻳﺑﺎ ً‬
‫ﺃﻗﻝ ﻣﻥ‬
‫ﻣﻥ ‪%50‬‬
‫ﻣﺅﻫﻼ‬
‫ﺍﻟﻣﻛﺳﻳﻙ ﺍﻟﺳﻧﺔ‬
‫ﺍﻟﻣﺎﺿﻳﺔ‬
‫‪31/12/16‬‬
‫)ﻧﻌﻡ‪/‬ﻻ(‬
‫‪$4,050‬؟‬
‫ﻣﻥ ﺇﻋﺎﻟﺗﻪ‬
‫ﻷﻱ ﺷﺧﺹ‬
‫ﺍﻟﻣﺎﺿﻳﺔ )ﻧﻌﻡ‪/‬ﻻ( )ﺃﻋﺯﺏ‪ /‬ﻣﺗﺯﻭﺝ( )ﻧﻌﻡ‪/‬ﻻ(‬
‫)ﻧﻌﻡ‪/‬ﻻ(‬
‫ﺁﺧﺭ؟ )ﻧﻌﻡ‪/‬ﻻ( ﺍﻟﺧﺎﺻﺔ؟‬
‫)ﻧﻌﻡ‪/‬ﻻ(‬
‫)ﻭ(‬
‫)ﺡ(‬
‫)ﺯ(‬
‫)ﻁ(‬

‫‪www.irs.gov‬‬

‫ﺍﻹﺳﺗﻣﺎﺭﺓ‬

‫ﻫﻝ ﺩﻓﻊ ﺩﺍﻓﻊ‬
‫ﻫﻝ ﺯﻭّ ﺩ ﺩﺍﻓﻊ‬
‫)ﺩﺍﻓﻌﻭ( ﺍﻟﺿﺭﺍﺋﺏ )ﺩﺍﻓﻌﻭ( ﺍﻟﺿﺭﺍﺋﺏ‬
‫ﺃﻛﺛﺭ ﻣﻥ ‪ %50‬ﺃﻛﺛﺭ ﻣﻥ ﻧﺻﻑ‬
‫ﻣﻥ ﺍﻹﻋﺎﻟﺔ ﻟﻬﺫﺍ ﻛﻠﻔﺔ ﺻﻳﺎﻧﺔ ﻣﺳﻛﻥ‬
‫ﻟﻬﺫﺍ ﺍﻟﺷﺧﺹ؟‬
‫ﺍﻟﺷﺧﺹ؟‬
‫)ﻧﻌﻡ‪/‬ﻻ(‬
‫)ﻧﻌﻡ‪/‬ﻻ(‬

‫)‪13614-C (AR‬‬

‫)ﺗﻌﺩﻳﻝ ‪(2016-10‬‬

‫ﺍﻟﺻﻔﺣﺔ ‪2‬‬
‫ﺍﺧﺗﺭ ﺍﻟﻣﺭﺑﻊ ﺍﻟﻣﻼﺋﻡ ﻟﻛﻝ ﺳﺅﺍﻝ ﻓﻲ ﻛﻝ ﻓﻘﺭﺓ‬

‫ﻧﻌﻡ‬

‫ﻻ‬

‫ﻧﻌﻡ‬

‫ﻻ‬

‫ﻧﻌﻡ‬

‫ﻻ‬

‫ﻏﻳﺭ ﻭﺍﺛﻕ ﺍﻟﺟﺯء ﺍﻟﺛﺎﻟﺙ‪ -‬ﺍﻟﺩﺧﻝ‪-‬ﻓﻲ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‪ ،‬ﻫﻝ ﺗﻠﻘﻳﺕ ﺃﻧﺕ )أو زوﺟﺘﻚ‪/‬زوﺟﻚ(‬
‫‪ (B) .1‬ﺃﺟﻭﺭﺍً ﺃﻭ ﺭﺍﺗﺑﺎً؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪ (W-2‬ﺇﺫﺍ ﻧﻌﻡ‪ ،‬ﻛﻡ ﻭﻅﻳﻔﺔ ﻛﺎﻧﺕ ﻟﺩﻳﻙ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ؟‬
‫‪ً (A) .2‬‬
‫ﺩﺧﻼ ﻣﻥ ﺍﻟﺑﻘﺷﻳﺵ؟‬
‫‪ (B) .3‬ﻣﻧﺣﺎ ً ﺩﺭﺍﺳﻳﺔ؟ )ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪ W-2‬ﻭ‪(1098T‬‬
‫‪ (B) .4‬ﻓﻭﺍﺋﺩ‪/‬ﺃﻧﺻﺑﺔ ﺃﺭﺑﺎﺡ ﻣﻥ‪ :‬ﺣﺳﺎﺑﺎﺕ ﺷﻳﻛﺎﺕ‪/‬ﺗﻭﻓﻳﺭ‪ ،‬ﺳﻧﺩﺍﺕ‪ ،‬ﺇﻋﺗﻣﺎﺩﺍﺕ ﻣﺳﺗﻧﺩﻳﺔ‪ ،‬ﻋﻣﻭﻻﺕ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪ 1099INT‬ﻭﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1099DIV‬‬
‫‪ (B) .5‬ﺇﺳﺗﺭﺟﺎﻉ ﺿﺭﺍﺋﺏ ﺍﻟﺩﺧﻝ ﺍﻟﻣﺣﻠﻳﺔ‪/‬ﻟﻠﻭﻻﻳﺔ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1099G‬‬
‫‪ (B) .6‬ﺩﺧﻝ ﻧﻔﻘﺔ ﺍﻟﺯﻭﺟﺔ ﺍﻟﻣﻁﻠﻘﺔ‪/‬ﺍﻟﺯﻭﺝ ﺍﻟﻣﻁﻠﻕ ﺃﻭ ﻣﺩﻓﻭﻋﺎﺕ ﺇﻋﺎﻟﺔ ﺍﻟﺯﻭﺟﺔ ﺍﻟﻣﻧﻔﺻﻠﺔ‪/‬ﺍﻟﺯﻭﺝ ﺍﻟﻣﻧﻔﺻﻝ؟‬
‫‪ (A) .7‬ﺩﺧﻝ ﺍﻟﻌﻣﻝ ﺍﻟﺣﺭ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪ ،1099MISC‬ﻣﺑﺎﻟﻎ ﻧﻘﺩﻳﺔ(؟‬
‫‪ (A) .8‬ﻣﺩﻓﻭﻋﺎﺕ ﻧﻘﺩﻳﺔ‪/‬ﺷﻳﻛﺎﺕ ﻣﻘﺎﺑﻝ ﺃﻱ ﻋﻣﻝ ﻣﺅﺩﻯ ﻭﻏﻳﺭ ﻣﺑﻠﻎ ﻋﻧﻪ ﻋﻠﻰ ﺍﻹﺳﺗﻣﺎﺭﺓ ‪ W-2‬ﺃﻭ ﺍﻹﺳﺗﻣﺎﺭﺓ ‪1099‬؟‬
‫‪ (A) .9‬ﺍﻟﺩﺧﻝ )ﺃﻭ ﺍﻟﺧﺳﺎﺭﺓ( ﻣﻥ ﺑﻳﻊ ﺍﻷﺳﻬﻡ ﺃﻭ ﺍﻟﺳﻧﺩﺍﺕ ﺃﻭ ﺍﻟﻌﻘﺎﺭﺍﺕ )ﺑﻣﺎ ﻓﻳﻬﺎ ﻣﻧﺯﻟﻙ(؟ )ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪(1099B ،1099S‬‬
‫‪ (B) .10‬ﺩﺧﻝ ﺍﻹﻋﺎﻗﺔ )ﻣﺛﻝ ﺍﻟﻣﺩﻓﻭﻋﺎﺕ ﻣﻥ ﺍﻟﺗﺄﻣﻳﻥ ﺃﻭ ﺗﻌﻭﻳﺽ ﺍﻟﻌﻣﺎﻝ(؟ )ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪(1099R، W-2‬‬
‫‪ (A) .11‬ﺍﻟﺗﻭﺯﻳﻌﺎﺕ ﻣﻥ ﻣﻌﺎﺷﺎﺕ ﺍﻟﺗﻘﺎﻋﺩ ﻭ‪/‬ﺃﻭ ﺍﻟﻌﻼﻭﺍﺕ ﺍﻟﺳﻧﻭﻳﺔ ﻭ‪/‬ﺃﻭ ﺣﺳﺎﺏ ‪IRA‬؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1099R‬‬
‫‪ (B) .12‬ﺗﻌﻭﻳﺽ ﺍﻟﺑﻁﺎﻟﺔ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(G-1099‬‬
‫‪ (B) .13‬ﻣﺧﺻﺻﺎﺕ ﺍﻟﺿﻣﺎﻥ ﺍﻹﺟﺗﻣﺎﻋﻲ ﺃﻭ ﺗﻘﺎﻋﺩ ﻋﻣﺎﻝ ﺍﻟﺳﻛﻙ ﺍﻟﺣﺩﻳﺩﻳﺔ؟ )ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪(RRB1099 ،SSA1099‬‬
‫‪ (M) .14‬ﺍﻟﺩﺧﻝ )ﺃﻭ ﺍﻟﺧﺳﺎﺭﺓ( ﻣﻥ ﻣﻠﻛﻳﺔ ﻣﺅﺟﺭﺓ؟‬
‫‪ (B) .15‬ﺩﺧﻝ ﺁﺧﺭ؟ )ﺍﻟﻘﻣﺎﺭ‪ ،‬ﺍﻟﻳﺎﻧﺻﻳﺏ‪ ،‬ﺍﻟﺟﻭﺍﺋﺯ‪ ،‬ﺍﻟﻣﻧﺢ‪ ،‬ﻭﺍﺟﺏ ﻫﻳﺋﺔ ﺍﻟﻣﺣﻠﻔﻳﻥ‪ ،Sch K-1 ،‬ﺃﺗﺎﻭﺍﺕ‪ ،‬ﺩﺧﻝ ﺃﺟﻧﺑﻲ‪ ،‬ﺇﻟﺦ‪ (.‬ﻳﺭﺟﻰ ﺍﻟﺗﺣﺩﻳﺩ‬
‫ﻏﻳﺭ ﻭﺍﺛﻕ ﺍﻟﺟﺯء ﺍﻟﺭﺍﺑﻊ‪-‬ﺍﻟﻧﻔﻘﺎﺕ‪ -‬ﻓﻲ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‪ ،‬ﻫﻝ ﺩﻓﻌﺕ ﺃﻧﺕ )أو زوﺟﺘﻚ‪/‬زوﺟﻚ(‬
‫‪ (B) .1‬ﻧﻔﻘﺔ ﺍﻟﺯﻭﺟﺔ ﺍﻟﻣﻁﻠﻘﺔ‪/‬ﺍﻟﺯﻭﺝ ﺍﻟﻣﻁﻠﻕ ﺃﻭ ﻣﺩﻓﻭﻋﺎﺕ ﺇﻋﺎﻟﺔ ﺍﻟﺯﻭﺟﺔ ﺍﻟﻣﻧﻔﺻﻠﺔ‪/‬ﺍﻟﺯﻭﺝ ﺍﻟﻣﻧﻔﺻﻝ؟ ﺇﻥ ﻧﻌﻡ‪ ،‬ﻫﻝ ﻟﺩﻳﻙ ﺭﻗﻡ ﺍﻟﺿﻣﺎﻥ ﺍﻹﺟﺗﻣﺎﻋﻲ ﻟﻠﻣﺳﺗﻠﻡ؟‬
‫‪(B) Roth IRA‬‬
‫‪(B) 401K‬‬
‫‪(A) IRA‬‬
‫‪ .2‬ﻣﺳﺎﻫﻣﺎﺕ ﻓﻲ ﺣﺳﺎﺏ ﺗﻘﺎﻋﺩ؟‬
‫‪ (B) .3‬ﻧﻔﻘﺎﺕ ﺗﻌﻠﻳﻡ ﺟﺎﻣﻌﻲ ﺃﻭ ﺑﻌﺩ ﺛﺎﻧﻭﻱ ﻣﺩﻓﻭﻋﺔ ﺑﺎﻟﻧﻳﺎﺑﺔ ﻋﻧﻙ ﺃﻭ ﻋﻥ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﺃﻭ ﻣﻥ ﺗﻌﻳﻠﻬﻡ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1098T‬‬
‫‪ (B) .4‬ﻧﻔﻘﺎﺕ ﺃﻋﻣﺎﻝ ﻣﻭﻅﻔﻳﻥ ﻏﻳﺭ ﻣﻌﻭﺽ ﻋﻧﻬﺎ )ﻣﺛﻝ ﺍﻟﻠﺑﺎﺱ ﺍﻟﺭﺳﻣﻲ ﺃﻭ ﺍﻷﻣﻳﺎﻝ(؟‬
‫‪ (B) .5‬ﻧﻔﻘﺎﺕ ﻁﺑﻳﺔ )ﺑﻣﺎ ﻓﻳﻬﺎ ﺃﻗﺳﺎﻁ ﺍﻟﺗﺄﻣﻳﻥ ﺍﻟﺻﺣﻲ(؟‬
‫‪ (B) .6‬ﻓﻭﺍﺋﺩ ﻋﻠﻰ ﺭﻫﻥ ﺍﻟﻣﻧﺯﻝ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1098‬‬
‫‪ (B) .7‬ﺍﻟﺿﺭﺍﺋﺏ ﺍﻟﻌﻘﺎﺭﻳﺔ ﻟﻣﻧﺯﻟﻙ ﺃﻭ ﺿﺭﺍﺋﺏ ﺍﻟﻣﻠﻛﻳﺔ ﺍﻟﺷﺧﺻﻳﺔ ﻟﺳﻳﺎﺭﺗﻙ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1098‬؟‬
‫‪ (B) .8‬ﺍﻟﻣﺳﺎﻫﻣﺎﺕ ﺍﻟﺗﺑﺭﻋﻳﺔ؟‬
‫‪ (B) .9‬ﻧﻔﻘﺎﺕ ﺭﻋﺎﻳﺔ ﺍﻷﻁﻔﺎﻝ‪/‬ﺍﻟﻌﺎﻟﺔ‪ ،‬ﻣﺛﻝ ﺍﻟﺭﻋﺎﻳﺔ ﺍﻟﻳﻭﻣﻳﺔ؟‬
‫‪ (B) .10‬ﻟﻠﻣﺳﺗﻠﺯﻣﺎﺕ ﺍﻟﻣﺳﺗﺧﺩﻣﺔ ﻛﺎﺧﺻﺎﺋﻲ ﺗﻌﻠﻳﻡ ﻣﺅﻫﻝ ﻣﺛﻝ ﺍﻟﻣﻌﻠﻡ‪ ،‬ﺃﻭ ﻣﺳﺎﻋﺩ ﺍﻟﻣﻌﻠﻡ ﺃﻭ ﺍﻟﻣﺳﺗﺷﺎﺭ ﺃﻭ ﺇﻟﺦ‪.‬؟‬
‫‪ (A) .11‬ﺍﻟﻧﻔﻘﺎﺕ ﺍﻟﻣﺗﻌﻠﻘﺔ ﺑﺩﺧﻝ ﺍﻟﻌﻣﻝ ﺍﻟﺣﺭ ﺃﻭ ﺃﻱ ﺩﺧﻝ ﺁﺧﺭ ﺗﻠﻘﻳﺗﻪ؟‬
‫‪ (B) .12‬ﻓﺎﺋﺩﺓ ﻋﻠﻰ ﻗﺭﻭﺽ ﺍﻟﻁﺎﻟﺏ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1098E‬‬
‫ﻏﻳﺭ ﻭﺍﺛﻕ ﺍﻟﺟﺯء ﺍﻟﺧﺎﻣﺱ‪ -‬ﺃﺣﺩﺍﺙ ﺍﻟﺣﻳﺎﺓ‪ -‬ﻓﻲ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‪ ،‬ﻫﻝ ﺃﻧﺕ )أو زوﺟﺘﻚ‪/‬زوﺟﻚ(‬
‫‪ (HSA) .1‬ﻛﺎﻥ ﻟﺩﻳﻙ ﺣﺳﺎﺏ ﺗﻭﻓﻳﺭ ﺻﺣﻲ؟ )ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪ 5498SA‬ﻭ‪ 1099SA‬ﻭ ‪W-2‬ﻣﻊ ﺍﻟﺭﻣﺯ ‪ W‬ﻓﻲ ﺍﻟﻣﺭﺑﻊ ‪(12‬‬
‫‪ (A) .2‬ﻛﺎﻥ ﻟﺩﻳﻙ ﺩﻳﻥ ﻣﻥ ﺭﻫﻥ ﺃﻭ ﺑﻁﺎﻗﺔ ﺇﺋﺗﻣﺎﻥ ﻣﻠﻐﻰ‪/‬ﻣﻌﻔﻰ ﻣﻥ ﻣﻘﺭﺽ ﺗﺟﺎﺭﻱ؟ )ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪(1099A ،1099C‬‬
‫‪ (A) .3‬ﻗﻣﺕ ﺑﺑﻳﻊ ﻣﻧﺯﻟﻙ ﺃﻭ ﺑﺷﺭﺍﺋﻪ ﺃﻭ ﺧﺿﻊ ﻟﻐﻠﻕ ﺭﻫﻧﻪ؟ )ﺍﻹﺳﺗﻣﺎﺭﺓ ‪(1099A‬‬
‫‪ (B) .4‬ﻛﺎﻥ ﻟﺩﻳﻙ "ﺇﻋﺗﻣﺎﺩ ﺩﺧﻝ ﻣﻛﺗﺳﺏ" ]‪ [(Earned Income Credit (EIC‬ﻏﻳﺭ ﻣﺳﻣﻭﺡ ﻓﻲ ﺳﻧﺔ ﺳﺎﺑﻘﺔ؟ ﺇﺫﺍ ﻧﻌﻡ‪ ،‬ﻷﻱ ﺳﻧﺔ ﺿﺭﻳﺑﻳﺔ؟‬
‫‪ (A) .5‬ﻗﻣﺕ ﺑﺷﺭﺍء ﻭﺗﺭﻛﻳﺏ ﻣﺳﺗﻠﺯﻣﺎﺕ ﻣﻧﺯﻟﻳﺔ ﻣﻘﺗﺻﺩﺓ ﻟﻠﻁﺎﻗﺔ؟ )ﻣﺛﻝ ﻧﻭﺍﻓﺫ‪ ،‬ﺳﺧﺎﻥ‪ ،‬ﻣﻭﺍﺩ ﻋﺎﺯﻟﺔ‪ ،‬ﺇﻟﺦ‪(.‬‬
‫‪ (B) .6‬ﺃﻗﻣﺕ ﻓﻲ ﻣﻧﻁﻘﺔ ﺗﺄﺛﺭﺕ ﺑﻛﺎﺭﺛﺔ ﻁﺑﻳﻌﻳﺔ؟ ﺇﺫﺍ ﻧﻌﻡ‪ ،‬ﺃﻳﻥ؟‬
‫‪ (A) .7‬ﺗﻠﻘﻳﺕ "ﺇﻋﺗﻣﺎﺩ ﻣﺷﺗﺭﻱ ﺍﻟﻣﻧﺎﺯﻝ ﻟﻠﻣﺭﺓ ﺍﻷﻭﻟﻰ" ]‪ [First Time Homebuyers Credit‬ﻓﻲ ﺳﻧﺔ ‪2008‬؟‬
‫‪ (B) .8‬ﺩﻓﻌﺕ ﺃﻗﺳﺎﻁ ﺿﺭﺍﺋﺏ ﻣﻘﺩﺭﺓ ﺃﻭ ﻁﺑﻘﺕ ﺍﻟﻣﺑﻠﻎ ﺍﻟﻣﺳﺗﺭﺟﻊ ﻣﻥ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ ﻋﻠﻰ ﺿﺭﻳﺑﺗﻙ ﻟﻬﺫﻩ ﺍﻟﺳﻧﺔ؟ ﺇﻥ ﻛﺎﻧﺕ ﺍﻟﺣﺎﻟﺔ ﻛﺫﻟﻙ‪ ،‬ﻓﻛﻡ؟‬
‫‪ (A) .9‬ﺭﻓﻌﺕ ﻛﺷﻑ ﺿﺭﺍﺋﺏ ﻓﺩﺭﺍﻟﻳﺔ ﻟﻠﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ ﻳﺣﺗﻭﻱ ﻋﻠﻰ "ﻣﺟﻣﻭﻉ ﻣﺭﺣﻝ ﻟﺧﺳﺎﺋﺭ ﺭﺃﺳﻣﺎﻟﻳﺔ" ]‪ [capital loss carryover‬ﻋﻠﻰ ﺍﻟﻣﻠﺣﻕ ‪ D‬ﻣﻥ ﺍﻹﺳﺗﻣﺎﺭﺓ ‪1040‬؟‬

‫ﺍﻟﻛﺗﺎﻟﻭﺝ ﺭﻗﻡ ‪58970P‬‬

‫‪www.irs.gov‬‬

‫ﺍﻹﺳﺗﻣﺎﺭﺓ‬

‫ﻧﻌﻡ‬

‫)‪13614-C (AR‬‬

‫ﻻ‬
‫ﻏﻳﺭ ﺫﻟﻙ‬

‫)ﺗﻌﺩﻳﻝ ‪(2016-10‬‬

‫ﺍﻟﺻﻔﺣﺔ ‪3‬‬

‫ﺍﺧﺗﺭ ﺍﻟﻣﺭﺑﻊ ﺍﻟﻣﻼﺋﻡ ﻟﻛﻝ ﺳﺅﺍﻝ ﻓﻲ ﻛﻝ ﻓﻘﺭﺓ‬
‫ﻧﻌﻡ‬
‫ﻻ ﻏﻳﺭ ﻭﺍﺛﻕ ﺍﻟﺟﺯء ﺍﻟﺳﺎﺩﺱ‪ :‬ﺗﻐﻁﻳﺔ ﺍﻟﺭﻋﺎﻳﺔ ﺍﻟﺻﺣﻳﺔ – ﻓﻲ ﺍﻟﺳﻧﺔ ﺍﻟﻣﺎﺿﻳﺔ‪ ،‬ﻫﻝ ﻛﻧﺕ ﺃﻧﺕ ﺃﻭ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﺃﻭ ﻣﻌﺎﻟﻙ )ﻣﻌﺎﻟﻳﻙ(‬
‫‪ (B) .1‬ﺗﺣﻣﻝ ﺗﻐﻁﻳﺔ ﺭﻋﺎﻳﺔ ﺻﺣﻳﺔ؟‬
‫ﻹﺳﺗﻣﺎﺭﺓ ‪1095B‬‬
‫‪ (B) .2‬ﺗﻠﻘﻳﺕ ﻭﺍﺣﺩﺓ ﺃﻭ ﺃﻛﺛﺭ ﻣﻥ ﻫﺫﻩ ﺍﻹﺳﺗﻣﺎﺭﺍﺕ؟ )ﺍﺧﺗﺭ ﺍﻟﻣﺭﺑﻊ(‬
‫‪ (A) .3‬ﻟﺩﻳﻙ ﺗﻐﻁﻳﺔ ﻋﺑﺭ ﺳﻭﻕ ﺷﺭﺍء ﺍﻟﺗﺄﻣﻳﻥ ﺍﻟﺻﺣﻲ ﺑﻛﻠﻔﺔ ﻣﻳﺳﻭﺭﺓ ]‪[Marketplace‬؟ ]ﻗﺩّﻡ ﺍﻹﺳﺗﻣﺎﺭﺓ ‪[1095A‬‬
‫‪3‬ﺃ‪ (A) .‬ﺇﺫﺍ ﻧﻌﻡ‪ ،‬ﻫﻝ ﺗﻠﻘﻳﺕ ﻣﺩﻓﻭﻋﺎﺕ ﺇﺋﺗﻣﺎﻧﻳﺔ ﻣﺳﺑﻘﺔ ﻟﻠﻣﺳﺎﻋﺩﺓ ﻋﻠﻰ ﺩﻓﻊ ﺍﻷﻗﺳﺎﻁ ﺍﻟﺷﻬﺭﻳﺔ ﻟﺭﻋﺎﻳﺗﻙ ﺍﻟﺻﺣﻳﺔ؟‬
‫‪3‬ﺏ‪ (A) .‬ﺇﺫﺍ ﻻ‪ ،‬ﻫﻝ ﻛﻝ ﺷﺧﺹ ﻣﺩﺭﺝ ﻋﻠﻰ ﺍﻹﺳﺗﻣﺎﺭﺓ ‪ A-1095‬ﺍﻟﺧﺎﺻﺔ ﺑﻙ ﻣﻌﻠﻥ ﻋﻠﻰ ﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ؟‬
‫‪ (B) .4‬ﺗﺣﻣﻝ ﺇﻋﻔﺎ ًء ﻣﻧﺣﺗﻪ ﺳﻭﻕ ﺷﺭﺍء ﺍﻟﺗﺄﻣﻳﻥ ﺍﻟﺻﺣﻲ ﺑﻛﻠﻔﺔ ﻣﻳﺳﻭﺭﺓ؟‬

‫ﺍﻹﺳﺗﻣﺎﺭﺓ ‪1095C‬‬

‫ﻗﻡ ﺑﺯﻳﺎﺭﺓ ‪ http://www.healthcare.gov/‬ﺃﻭ ﺍﻻﺗﺻﺎﻝ ﺑﺎﻟﺭﻗﻡ ‪ 1-800-318-2596‬ﻟﻠﺣﺻﻭﻝ ﻋﻠﻰ ﻣﺯﻳﺩ ﻣﻥ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﻋﻥ ﺧﻳﺎﺭﺍﺕ ﺗﻐﻁﻳﺔ ﺍﻟﺗﺄﻣﻳﻥ ﺍﻟﺻﺣﻲ ﻭﺍﻟﻣﺳﺎﻋﺩﺓ ﻓﻲ ﺷﺄﻧﻬﺎ‪.‬‬
‫ﺇﻥ ﻛﻧﺕ ﺗﺗﻠﻘﻰ ﻣﺩﻓﻭﻋﺎﺕ ﻣﺳﺑﻘﺔ ﻣﻥ ﺍﻟﺧﺻﻡ ﺍﻟﺿﺭﻳﺑﻲ ﻋﻠﻰ ﺃﻗﺳﺎﻁ ﺍﻟﺗﺄﻣﻳﻥ ﻟﻣﺳﺎﻋﺩﺗﻙ ﻋﻠﻰ ﺩﻓﻊ ﺃﻗﺳﺎﻁ ﺗﻐﻁﻳﺔ ﺗﺄﻣﻳﻧﻙ ﺍﻟﺻﺣﻲ‪ ،‬ﻓﻌﻠﻳﻙ ﺇﺑﻼﻍ ﺳﻭﻕ ﺷﺭﺍء ﺍﻟﺗﺄﻣﻳﻥ ﺍﻟﺻﺣﻲ ﺑﻛﻠﻔﺔ ﻣﻳﺳﻭﺭﺓ ﻋﻥ ﺃﻱ ﺗﻐﻳﻳﺭﺍﺕ ﺣﻳﺎﺗﻳﺔ‪ ،‬ﻣﺛﻝ ﺍﻟﺗﻐﻳﻳﺭﺍﺕ ﻓﻲ ﺍﻟﺩﺧﻝ ﺃﻭ‬
‫ﺍﻟﺣﺎﻟﺔ ﺍﻟﺯﻭﺟﻳﺔ ﺃﻭ ﺣﺟﻡ ﺍﻟﻌﺎﺋﻠﺔ‪ .‬ﻓﺎﻹﺑﻼﻍ ﻋﻥ ﺍﻟﺗﻐﻳﻳﺭﺍﺕ ﺳﻳﺳﺎﻋﺩﻙ ﻋﻠﻰ ﺿﻣﺎﻥ ﺣﺻﻭﻟﻙ ﻋﻠﻰ ﺍﻟﻣﺑﻠﻎ ﺍﻟﻣﻼﺋﻡ ﻣﻥ ﺍﻟﻣﺩﻓﻭﻋﺎﺕ ﺍﻟﻣﺳﺑﻘﺔ‪.‬‬
‫ﻳﺳﺗﻛﻣﻠﻪ ﺍﻟﻣﺗﻁﻭﻉ ﺍﻟﻣﻌﺗﻣﺩ ﻹﻋﺩﺍﺩ ﻛﺷﻭﻑ ﺍﻟﺿﺭﺍﺋﺏ )ﺍﺳﺗﺧﺩﻡ ﺍﻟﻣﻧﺷﻭﺭ ‪ 4012‬ﻭﺍﺧﺗﺭ ﺍﻟﻣﺭﺑﻊ )ﺍﻟﻣﺭﺑﻌﺎﺕ( ﺍﻟﻣﻼﺋﻡ ﻟﻺﺷﺎﺭﺓ ﺇﻟﻰ "ﺍﻟﺗﻐﻁﻳﺔ ﺍﻷﺳﺎﺳﻳﺔ ﺍﻷﺩﻧﻰ" ]‪ (Minimum Essential Coverage] (MEC‬ﻟﻛﻝ ﻣﻥ ﻫﻭ ﻣﺩﺭﺝ ﻋﻠﻰ ﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ‪(.‬‬

‫ﺍﻹﺳﻡ‬
‫)ﻋﺩﺩ ﺍﻟﻣﻌﺎﻟﻳﻥ ﺑﺗﺭﺗﻳﺏ ﻣﻁﺎﺑﻕ ﻟﻠﺟﺯء ﺍﻟﺛﺎﻧﻲ(‬

‫ﺗﻐﻁﻳﺔ ﺃﺳﺎﺳﻳﺔ ﺃﺩﻧﻰ‬
‫ﺃﺛﻧﺎء ﻛﺎﻣﻝ ﺍﻟﺳﻧﺔ‬

‫ﻻ ﺗﻐﻁﻳﺔ ﺃﺳﺎﺳﻳﺔ‬
‫ﺃﺩﻧﻰ‬

‫ﺩﺍﻓﻊ ﺍﻟﺿﺭﺍﺋﺏ‬
‫ﺍﻟﺯﻭﺟﺔ‪/‬ﺍﻟﺯﻭﺝ‬
‫ﺍﻟﻣﻌﺎﻝ‬
‫ﺍﻟﻣﻌﺎﻝ‬
‫ﺍﻟﻣﻌﺎﻝ‬
‫ﺍﻟﻣﻌﺎﻝ‬

‫ﺗﻐﻁﻳﺔ ﺃﺳﺎﺳﻳﺔ ﺃﺩﻧﻰ ﺃﺛﻧﺎء ﺟﺯء ﻣﻥ ﺍﻟﺳﻧﺔ‬
‫ﺍﻟﻣﺎﺿﻳﺔ )ﺳﺟّ ﻝ ﺍﻷﺷﻬﺭ ﺫﺍﺕ ﺍﻟﺗﻐﻁﻳﺔ(‬
‫ﻱ‬
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‫ﺇﻋﻔﺎء‬
‫ﻁﻭﺍﻝ ﺍﻟﺳﻧﺔ‬

‫إﻋﻔﺎء )ﺳ ّﺠﻞ اﻷﺷﻬﺮ اﻟﺘﻲ ﺗﴪي ﻋﻠﻴﻬﺎ إﻋﻔﺎءات(‬
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‫ﻱ‬
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‫ﺍﻟﺟﺯء ﺍﻟﺳﺎﺑﻊ‪ -‬ﻣﻌﻠﻭﻣﺎﺕ ﺇﺿﺎﻓﻳﺔ ﻭﺃﺳﺋﻠﺔ ﻣﺗﻌﻠﻘﺔ ﺑﺈﻋﺩﺍﺩ ﻛﺷﻑ ﺿﺭﺍﺋﺑﻙ‬
‫ً‬
‫‪ .1‬ﺻﻧﺩﻭﻕ ﺣﻣﻠﺔ ﺍﻹﻧﺗﺧﺎﺑﺎﺕ ﺍﻟﺭﺋﺎﺳﻳﺔ )ﺇﻥ ﺍﺧﺗﺭﺕ ﻣﺭﺑﻌﺎً‪ ،‬ﻟﻥ ﻳﺣﺩﺙ ﺗﻐﻳﻳﺭﺍ ﻓﻲ ﺿﺭﻳﺑﺗﻙ ﻭﻻ ﻓﻲ ﺍﻟﻣﺑﻠﻎ ﺍﻟﻣﺳﺗﺭﺟﻊ ﻟﻙ‪(.‬‬
‫ﺍﻟﺯﻭﺟﺔ‪/‬ﺍﻟﺯﻭﺝ‬
‫ﺍﺧﺗﺭ ﺍﻟﻣﺭﺑﻊ ﻫﻧﺎ ﺇﻥ ﻛﻧﺕ ﺃﻧﺕ‪ ،‬ﺃﻭ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﻓﻲ ﺣﺎﻝ ﺭﻓﻊ ﻛﺷﻑ ﻣﺷﺗﺭﻙ‪ ،‬ﺗﺭﻳﺩ ﺃﻥ ﻳﺧﺻﺹ ﻣﺑﻠﻎ ‪ $3‬ﻟﻬﺫﺍ ﺍﻟﺻﻧﺩﻭﻕ‬
‫ﺃﻧﺕ‬
‫‪ .2‬ﺇﻥ ﻛﻧﺕ ﺗﺳﺗﺣﻕ ﻣﺑﻠﻐﺎ ً ﻣﺳﺗﺭﺟﻌﺎً‪ ،‬ﻫﻝ ﺗﻭﺩ‬
‫ﺃ‪ .‬ﺇﻳﺩﺍﻋﺎ ً ﻣﺑﺎﺷﺭﺍً‬
‫ﺝ‪ .‬ﻗﺳﻡ ﺍﻟﻣﺑﻠﻎ ﺍﻟﻣﺳﺗﺭﺟﻊ ﻟﻙ ﺑﻳﻥ ﺣﺳﺎﺑﺎﺕ ﻣﺧﺗﻠﻔﺔ‬
‫ﺏ‪ .‬ﺷﺭﺍء ﺳﻧﺩﺍﺕ ﺗﻭﻓﻳﺭ ﺃﻣﺭﻳﻛﻳﺔ‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫‪ .3‬ﺇﻥ ﻛﺎﻥ ﻟﺩﻳﻙ ﺭﺻﻳﺩ ﻣﺳﺗﺣﻕ‪ ،‬ﻫﻝ ﺗﻭﺩ ﺩﻓﻊ ﻣﺑﻠﻎ ﻣﻥ ﺣﺳﺎﺑﻙ ﺍﻟﻣﺻﺭﻓﻲ؟‬
‫ﻻ‬
‫ﻧﻌﻡ‬
‫‪ .4‬ﺯﻭّ ﺩ ﻋﻧﻭﺍﻥ ﺑﺭﻳﺩ ﺇﻟﻛﺗﺭﻭﻧﻲ )ﺧﻳﺎﺭﻱ( )ﻟﻥ ﻳﺳﺗﺧﺩﻡ ﻋﻧﻭﺍﻥ ﻫﺫﺍ ﺍﻟﺑﺭﻳﺩ ﺍﻹﻟﻛﺗﺭﻭﻧﻲ ﻟﻺﺗﺻﺎﻻﺕ ﻣﻥ ﻣﺻﻠﺣﺔ ﺿﺭﻳﺑﺔ ﺍﻟﺩﺧﻝ(‬
‫ﺗﻌﻣﻝ ﻣﻭﺍﻗﻊ ﻋﺩﻳﺩﺓ ﻹﻋﺩﺍﺩ ﻛﺷﻭﻑ ﺍﻟﺿﺭﺍﺋﺏ ﻋﺑﺭ ﺇﺳﺗﻼﻡ ﺃﻣﻭﺍﻝ ﻣﻧﺢ‪ .‬ﻭﻗﺩ ﻳﺳﺗﺧﺩﻡ ﻫﺫﺍ ﺍﻟﻣﻭﻗﻊ ﺍﻟﺑﻳﺎﻧﺎﺕ ﻣﻥ ﺍﻷﺳﺋﻠﺔ ﺍﻟﺗﺎﻟﻳﺔ ﻟﺗﻘﺩﻳﻡ ﻁﻠﺑﺎﺕ ﻟﻠﺣﺻﻭﻝ ﻋﻠﻰ ﻫﺫﻩ ﺍﻟﻣﻧﺢ‪ .‬ﻭﺳﺗـُﺳﺗﺧﺩﻡ ﺃﺟﻭﺑﺗﻙ ﻷﻏﺭﺍﺽ ﺇﺣﺻﺎﺋﻳﺔ ﻓﻘﻁ‪.‬‬
‫‪ .5‬ﻏﻳﺭ ﺍﻟﻠﻐﺔ ﺍﻹﻧﺟﻠﻳﺯﻳﺔ‪ ،‬ﻣﺎ ﻫﻲ ﺍﻟﻠﻐﺔ ﺍﻟﻣﺣﻛﻳﺔ ﻓﻲ ﻣﻧﺯﻟﻙ؟‬
‫ﻧﻌﻡ‬
‫‪ .6‬ﻫﻝ ﻟﺩﻳﻙ ﺃﻧﺕ ﺃﻭ ﺃﺣﺩ ﺃﻓﺭﺍﺩ ﺃﺳﺭﺗﻙ ﺍﻟﻣﻌﻳﺷﻳﺔ ﺇﻋﺎﻗﺔ؟‬
‫‪ .7‬ﻫﻝ ﺃﻧﺕ ﺃﻭ ﺯﻭﺟﺗﻙ‪/‬ﺯﻭﺟﻙ ﻓﺭﺩ ﺳﺎﺑﻕ ﻓﻲ ﺍﻟﻘﻭﺍﺕ ﺍﻟﻣﺳﻠﺣﺔ ﺍﻷﻣﺭﻳﻛﻳﺔ‬

‫ﻻ‬
‫ﻧﻌﻡ‬

‫ﺃﻓﺿﻝ ﺍﻻﻣﺗﻧﺎﻉ ﻋﻥ ﺍﻹﺟﺎﺑﺔ‬

‫ﺃﻓﺿﻝ ﺍﻻﻣﺗﻧﺎﻉ ﻋﻥ ﺍﻹﺟﺎﺑﺔ‬
‫ﻻ‬
‫ﺃﻓﺿﻝ ﺍﻻﻣﺗﻧﺎﻉ ﻋﻥ ﺍﻹﺟﺎﺑﺔ‬

‫ﺗﻌﻠﻳﻘﺎﺕ ﺇﺿﺎﻓﻳﺔ‬

‫ﺍﻟﻛﺗﺎﻟﻭﺝ ﺭﻗﻡ ‪58970P‬‬

‫‪www.irs.gov‬‬

‫ﺍﻹﺳﺗﻣﺎﺭﺓ‬

‫)‪13614-C (AR‬‬

‫)ﺗﻌﺩﻳﻝ ‪(2016-10‬‬

‫ﺍﻟﺻﻔﺣﺔ ‪4‬‬

‫ﺍﻟﺟﺯء ﺍﻟﺛﺎﻣﻥ‪ -‬ﻓﻘﺭﺓ ﺍﻟﻣﺗﻁﻭﻉ ﺍﻟﻣﻌﺗﻣﺩ ﺍﻟﻣﺩﻗﻕ ﻟﻠﺟﻭﺩﺓ‬
‫ﺩﻗﻕ ﻓﻲ ﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ ﻣﻊ ﺩﺍﻓﻊ ﺍﻟﺿﺭﺍﺋﺏ ﻟﺿﻣﺎﻥ ﺃﻥ‪:‬‬
‫• ﺗﻡ ﺇﺛﺑﺎﺕ ﻫﻭﻳﺔ ﺩﺍﻓﻊ ﺍﻟﺿﺭﺍﺋﺏ )ﻭﺯﻭﺟﺗﻪ( ﺑﺑﻁﺎﻗﺔ ﻫﻭﻳﺔ ﺗﺣﻣﻝ ﺻﻭﺭﺓ‪.‬‬
‫• ﺍﻟﻣﺗﻁﻭﻉ ﺍﻟﻣﻌﺩ ﻟﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ‪/‬ﻣﺩﻗﻕ ﺟﻭﺩﺓ ﻣﻌﺗﻣﺩ ﻹﻋﺩﺍﺩ‪/‬ﺍﻟﺗﺩﻗﻳﻕ ﻓﻲ ﻫﺫﺍ ﺍﻟﻛﺷﻑ ﻭﺍﻟﻛﺷﻑ ﻫﻭ ﺿﻣﻥ ﻧﻁﺎﻕ ﺍﻟﺑﺭﻧﺎﻣﺞ‪.‬‬
‫• ﺗﻣﺕ ﺍﻹﺟﺎﺑﺔ ﻋﻠﻰ ﻛﺎﻓﺔ ﺍﻷﺳﺋﻠﺔ ﻓﻲ ﺍﻷﺟﺯﺍء ﺍﻷﻭﻟﻰ ﺣﺗﻰ ﺍﻟﺳﺎﺩﺳﺔ‪.‬‬
‫• ﺗﻣﺕ ﻣﻧﺎﻗﺷﺔ ﻛﺎﻓﺔ ﻣﺭﺑﻌﺎﺕ ﻏﻳﺭ ﻭﺍﺛﻕ ﻣﻊ ﺩﺍﻓﻊ ﺍﻟﺿﺭﺍﺋﺏ ﻭﺗﻡ ﺗﺳﺟﻳﻠﻬﺎ ﺑـ"ﻧﻌﻡ" ﺃﻭ "ﻻ" ﺑﺷﻛﻝ ﺻﺣﻳﺢ‪.‬‬
‫• ﺗﻡ ﻁﺭﺡ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﻋﻠﻰ ﺍﻟﺻﻔﺣﺔ ﺍﻷﻭﻟﻰ ﺣﺗﻰ ﺍﻟﺛﺎﻟﺛﺔ ﺑﺷﻛﻝ ﺻﺣﻳﺢ ﻭﻧﻘﻠﻬﺎ ﺇﻟﻰ ﺍﻟﻛﺷﻑ‪.‬‬
‫• ﺗﻡ ﺇﺛﺑﺎﺕ ﺍﻷﺳﻣﺎء ﻭﺃﺭﻗﺎﻡ ﺍﻟﺿﻣﺎﻥ ﺍﻹﺟﺗﻣﺎﻋﻲ ﻭﺃﺭﻗﺎﻡ ﺍﻟﺿﺭﻳﺑﺔ ﺍﻟﻔﺭﺩﻳﺔ ﻭﺃﺭﻗﺎﻡ ﻫﻭﻳﺔ ﺭﺏ ﺍﻟﻌﻣﻝ ﻭﻧﻘﻠﻬﺎ ﺑﺷﻛﻝ ﺻﺣﻳﺢ ﺇﻟﻰ ﺍﻟﻛﺷﻑ‪.‬‬
‫• ﺗﻡ ﺇﺛﺑﺎﺕ ﺻﺣﺔ ﻭﺿﻊ ﺭﻓﻊ ﺍﻟﻛﺷﻑ‪.‬‬
‫• ﺗﻡ ﺑﺷﻛﻝ ﺻﺣﻳﺢ ﺗﺳﺟﻳﻝ ﺍﻹﻋﻔﺎءﺍﺕ ﺍﻟﺷﺧﺻﻳﺔ ﻭﺇﻋﻔﺎءﺍﺕ ﺍﻹﻋﺎﻟﺔ ﻋﻠﻰ ﺍﻟﻛﺷﻑ‪.‬‬
‫• ﺗﻡ ﺑﺷﻛﻝ ﺻﺣﻳﺢ ﻧﻘﻝ ﻛﺎﻣﻝ ﺍﻟﺩﺧﻝ )ﺑﻣﺎ ﻓﻲ ﺫﻟﻙ ﺍﻟﺩﺧﻝ ﺍﻟﻣﺭﻓﻕ ﻭﻏﻳﺭ ﺍﻟﻣﺭﻓﻕ ﺑﻪ ﺍﻟﻭﺛﺎﺋﻕ ﺍﻷﺻﻠﻳﺔ( ﺍﻟﻣﺧﺗﺎﺭ ﻟﻪ "ﻧﻌﻡ" ﻓﻲ ﺍﻟﺟﺯء ﺍﻟﺛﺎﻟﺙ ﺇﻟﻰ ﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ‪.‬‬
‫• ﺗﻡ ﺍﻟﺗﺣﻘﻕ ﻣﻥ ﺻﺣﺔ ﺍﻟﺗﻌﺩﻳﻼﺕ ﻋﻠﻰ ﺍﻟﺩﺧﻝ‪ ،‬ﻣﺛﻝ ﻓﺎﺋﺩﺓ ﻗﺭﺽ ﺍﻟﻁﺎﻟﺏ‪ ،‬ﻭﻣﺳﺎﻫﻣﺎﺕ ‪ IRA‬ﻭﺿﺭﻳﺑﺔ ﺍﻟﻌﻣﻝ ﺍﻟﺣﺭ‪ ،‬ﻭﻫﻲ ﺻﺣﻳﺣﺔ‪.‬‬
‫• ﺍﻟﻣﻘﺗﻁﻌﺎﺕ ﺍﻟﻌﺎﺩﻳﺔ ﺃﻭ ﺍﻹﺿﺎﻓﻳﺔ ﺃﻭ ﺍﻟﻣﻔﺻﻠﺔ ﺻﺣﻳﺣﺔ‪.‬‬
‫• ﻛﺎﻓﺔ ﺍﻹﻋﺗﻣﺎﺩﺍﺕ ﻣﺑﻠﻎ ﻋﻧﻬﺎ ﺑﺷﻛﻝ ﺻﺣﻳﺢ‪.‬‬
‫• ﺗﻡ ﺇﻋﺗﺑﺎﺭ ﻛﺎﻓﺔ ﺍﻟﺑﻧﻭﺩ ﺍﻟﺳﺎﺭﻳﺔ ﻣﻥ "ﻗﺎﻧﻭﻥ ﺍﻟﺭﻋﺎﻳﺔ ﺍﻟﻣﻳﺳﻭﺭﺓ" ]‪ [ACA‬ﻟﻛﻝ ﺷﺧﺹ ﻣﺫﻛﻭﺭ ﻋﻠﻰ ﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ ﻭﺗﻡ ﺗﺳﺟﻳﻠﻬﺎ ﺑﺷﻛﻝ ﺻﺣﻳﺢ‪.‬‬
‫• ﺃﻱ ﻣﺩﻓﻭﻋﺎﺕ ﻣﺳﺅﻭﻟﻳﺔ ﻣﺷﺗﺭﻛﺔ ﻫﻲ ﺻﺣﻳﺣﺔ‪.‬‬
‫• ﺍﻟﻣﻘﺗﻁﻊ ﺍﻟﻣﺑﻳﻥ ﻋﻠﻰ ﺍﻹﺳﺗﻣﺎﺭﺍﺕ ‪ ،W-2، 1099‬ﻭﻣﺩﻓﻭﻋﺎﺕ ﺍﻟﺿﺭﺍﺋﺏ ﺍﻟﻣﻘﺩﺭﺓ ﻣﺑﻠﻎ ﻋﻧﻬﺎ ﺑﺷﻛﻝ ﺻﺣﻳﺢ‪.‬‬
‫• ﺃﺭﻗﺎﻡ ﺣﺳﺎﺑﺎﺕ ﺍﻹﻳﺩﺍﻉ ﺍﻟﻣﺑﺎﺷﺭ‪/‬ﺍﻟﻣﺩﻳﻥ ﻭﺍﻟﺷﻳﻛﺎﺕ‪/‬ﺍﻟﺗﻭﻓﻳﺭ ﺻﺣﻳﺣﺔ‪.‬‬
‫• ﺭﻗﻡ ﻫﻭﻳﺔ ﺍﻟﻣﻭﻗﻊ ﺻﺣﻳﺢ ﻋﻠﻰ ﺍﻟﻛﺷﻑ‪.‬‬
‫• ﺩﺍﻓﻊ )ﺩﺍﻓﻌﻭ( ﺍﻟﺿﺭﺍﺋﺏ ﺃﺣﻳﻁ ﻋﻠﻣﺎ ً ﺑﺄﻧﻬﻡ ﻣﺳﺅﻭﻟﻭﻥ ﻋﻥ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﻋﻠﻰ ﻛﺷﻔﻬﻡ‪.‬‬
‫ﺍﻹﺳﻡ ﺍﻟﻛﺎﻣﻝ‪/‬ﺍﻟﻣﺧﺗﺻﺭ ﻟﻠﻣﺗﻁﻭﻉ ﺍﻟﻣﻌﺗﻣﺩ ﺍﻟﻣﺩﻗﻕ ﻟﻠﺟﻭﺩﺓ )ﺧﻴﺎري(‬

‫ﺍﻹﺳﻡ ﺍﻟﻛﺎﻣﻝ‪/‬ﺍﻟﻣﺧﺗﺻﺭ ﻟﻠﻣﺗﻁﻭﻉ ﺍﻟﻣﻌﺗﻣﺩ ﺍﻟﻣﻌﺩ ﻟﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ )ﺧﻴﺎري(‬

‫ﻣﻼﺣﻅﺎﺕ ﺇﺿﺎﻓﻳﺔ ﻟﻣﻌﺩ ﻛﺷﻑ ﺍﻟﺿﺭﺍﺋﺏ‬

‫ﺇﺧﻁﺎﺭ ﻗﺎﻧﻭﻥ ﺍﻟﺧﺻﻭﺻﻳﺔ ﻭﻗﺎﻧﻭﻥ ﺗﺧﻔﻳﺽ ﺍﻟﻣﻌﺎﻣﻼﺕ ﺍﻟﻭﺭﻗﻳﺔ‬
‫ﻳﻠﺯﻣﻧﺎ "ﻗﺎﻧﻭﻥ ﺍﻟﺧﺻﻭﺻﻳﺔ" ]‪ [Privacy Act‬ﻟﻌﺎﻡ ‪ 1974‬ﺑﺄﻥ ﻧﻘﻭﻡ‪ ،‬ﻋﻧﺩ ﻁﻠﺏ ﻣﻌﻠﻭﻣﺎﺕ‪ ،‬ﺑﺈﺧﺑﺎﺭﻙ ﺑﺣﻘﻧﺎ ﻗﺎﻧﻭﻧﻳﺎ ً ﻓﻲ ﻁﻠﺏ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ‪ ،‬ﻭﻟﻣﺎﺫﺍ ﻧﻁﻠﺑﻬﺎ‪ ،‬ﻭﻛﻳﻑ ﺳﻳﺗﻡ ﺇﺳﺗﺧﺩﺍﻣﻬﺎ‪ .‬ﻛﻣﺎ ﻋﻠﻳﻧﺎ ﺃﻥ ﻧﺧﺑﺭﻙ ﺑﻣﺎ ﻗﺩ ﻳﺣﺩﺙ ﺇﻥ ﻟﻡ ﻧﺣﺻﻝ ﻋﻠﻳﻬﺎ‪ ،‬ﻭﺑﻣﺎ ﺇﺫﺍ ﻛﺎﻧﺕ ﺇﺟﺎﺑﺗﻙ ﻁﻭﻋﻳﺔ ﺃﻭ ﺇﻟﺯﺍﻣﻳﺔ ﻛﺷﺭﻁ ﻟﻠﺣﺻﻭﻝ ﻋﻠﻰ ﻓﺎﺋﺩﺓ‪.‬‬
‫ﺣﻘﻧﺎ ﻗﺎﻧﻭﻧﻳﺎ ً ﻓﻲ ﻁﻠﺏ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﺧﺎﺿﻊ ﻟﻠﻔﻘﺭﺓ ‪ 301‬ﻣﻥ ﺍﻟﻌﻧﻭﺍﻥ ‪ 5‬ﻣﻥ ﻗﺎﻧﻭﻥ ﺍﻟﻭﻻﻳﺎﺕ ﺍﻟﻣﺗﺣﺩﺓ ]‪ .[U.S.C. 301 5‬ﻧﺣﻥ ﻧﻁﻠﺏ ﻫﺫﻩ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﻟﻣﺳﺎﻋﺩﺗﻧﺎ ﻋﻠﻰ ﺍﻹﺗﺻﺎﻝ ﺑﻙ ﻓﻲ ﺷﺄﻥ ﻣﺻﻠﺣﺗﻙ ﻭ‪/‬ﺃﻭ ﻣﺷﺎﺭﻛﺗﻙ ﻓﻲ ﺑﺭﺍﻣﺞ ﻣﺗﻁﻭﻋﻲ ﻣﺻﻠﺣﺔ ‪ IRS‬ﻹﻋﺩﺍﺩ ﻛﺷﻭﻑ ﺿﺭﺍﺋﺏ ﺍﻟﺩﺧﻝ ﻭﺑﺭﺍﻣﺞ ﺍﻟﺗﻭﻋﻳﺔ ﻭﺍﻟﺗﻭﺍﺻﻝ‪.‬‬
‫ﻭﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﺍﻟﺗﻲ ﺗﻌﻁﻳﻬﺎ ﻗﺩ ﻳﺗﻡ ﺗﺯﻭﻳﺩﻫﺎ ﻵﺧﺭﻳﻥ ﻳﺗﻭﻟﻭﻥ ﺗﻧﺳﻳﻕ ﺍﻷﻧﺷﻁﺔ ﻭﺇﺟﺭﺍءﺍﺕ ﺍﻟﺗﻭﻅﻳﻑ ﻓﻲ ﻣﻭﺍﻗﻊ ﻟﻣﺗﻁﻭﻋﻲ ﺇﻋﺩﺍﺩ ﺍﻟﻛﺷﻭﻑ ﺃﻭ ﺃﻧﺷﻁﺔ ﺍﻟﺗﻭﺍﺻﻝ‪ .‬ﻛﻣﺎ ﻗﺩ ﻳﺗﻡ ﺇﺳﺗﺧﺩﺍﻡ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﻟﻭﺿﻊ ﺿﻭﺍﺑﻁ ﻓﻌﺎﻟﺔ ﻭﺇﺭﺳﺎﻝ ﻣﺭﺍﺳﻼﺕ ﻭﺍﻟﺗﻌﺭﻑ ﻋﻠﻰ ﺍﻟﻣﺗﻁﻭﻋﻳﻥ‪ .‬ﺇﺟﺎﺑﺗﻙ ﻁﻭﻋﻳﺔ‪ ،‬ﻟﻛﻥ ﺇﻥ ﻟﻡ ﺗﺯﻭﺩ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﺍﻟﻣﻁﻠﻭﺑﺔ‪ ،‬ﻗﺩ ﻻ‬
‫ﺗﺗﻣﻛﻥ ﻣﺻﻠﺣﺔ ‪ IRS‬ﻣﻥ ﺇﺳﺗﺧﺩﺍﻣﻙ ﻟﻠﻣﺳﺎﻋﺩﺓ ﻓﻲ ﻫﺫﻩ ﺍﻟﺑﺭﺍﻣﺞ‪.‬‬
‫"ﻗﺎﻧﻭﻥ ﺗﺧﻔﻳﺽ ﺍﻟﻣﻌﺎﻣﻼﺕ ﺍﻟﻭﺭﻗﻳﺔ" ]‪ [Paperwork Reduction Act‬ﻳﻠﺯﻡ ﻣﺻﻠﺣﺔ ‪ IRS‬ﺑﻌﺭﺽ ﺭﻗﻡ ﻣﺭﺍﻗﺑﺔ ﻣﻛﺗﺏ ‪ OMB‬ﻋﻠﻰ ﻛﺎﻓﺔ ﻁﻠﺑﺎﺕ ﺍﻟﻣﻌﻠﻭﻣﺎﺕ ﺍﻟﻌﺎﻣﺔ‪ .‬ﻭﺭﻗﻡ ﻣﺭﺍﻗﺑﺔ ﻣﻛﺗﺏ ‪ OMB‬ﻟﻬﺫﻩ ﺍﻟﺩﺭﺍﺳﺔ ﻫﻭ‪ .1964-1545 :‬ﺑﺎﻹﺿﺎﻓﺔ ﺇﻟﻰ ﺫﻟﻙ‪ ،‬ﺇﺫﺍ ﻛﺎﻧﺕ ﻟﺩﻳﻙ ﺃﻱ ﺗﻌﻠﻳﻘﺎﺕ ﻋﻠﻰ ﺍﻟﺗﻘﺩﻳﺭﺍﺕ ﺍﻟﺯﻣﻧﻳﺔ ﺍﻟﻣﺭﺗﺑﻁﺔ‬
‫ﺑﻬﺫﻩ ﺍﻟﺩﺭﺍﺳﺔ ﺃﻭ ﺇﻗﺗﺭﺍﺣﺎﺕ ﺣﻭﻝ ﺗﺑﺳﻳﻁ ﻫﺫﻩ ﺍﻟﻌﻣﻠﻳﺔ‪ ،‬ﻳﺭﺟﻰ ﻣﺭﺍﺳﻠﺔ ﻣﺻﻠﺣﺔ ﺿﺭﻳﺑﺔ ﺍﻟﺩﺧﻝ ﻋﻠﻰ ﺍﻟﻌﻧﻭﺍﻥ‪.Internal Revenue Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP, 1111 Constitution Ave. NW, Washington, DC 20224 :‬‬

‫ﺍﻟﻛﺗﺎﻟﻭﺝ ﺭﻗﻡ ‪58970P‬‬

‫‪www.irs.gov‬‬

‫ﺍﻹﺳﺗﻣﺎﺭﺓ‬

‫)‪13614-C (AR‬‬

‫)ﺗﻌﺩﻳﻝ ‪(2016-10‬‬


File Typeapplication/pdf
File TitleForm 13614-C (AR) (Rev. 10-2016)
SubjectIntake/Interview & Quality Review Sheet - Arabic
AuthorSE:W:CAR:SPEC:QPO
File Modified2016-10-24
File Created2016-10-24

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