s***q
发帖数: 10585 | 1 他07年首次来美，一直是F1,直到08年年底转成H1.
F1期间没有收入
H1期间有一些收入，相对不少，他的公司withhold了很多税，
估计还是按照nr或dual status报税
现在想问：
1, H1b的3个月收入可否享受5000块的中美tax treaty?
2, 可不可以把h1b期间3个月交的social security和medicare退回来？
3, 可不可以用moving expense做itemized deductible?
4, 可不可以申请2000块的学费credit? | t*******1
发帖数: 59 | 2 1. You do not qualify to file as a resident. You should file 1040NR for 2008
, so you can still claim the 5000
2. As a H1-B working visa type holder, You also were required to pay social
security taxes in 2008 so you cannot claim that back.
3. Moving expense is a part before AGI and have to be employment related, do
not include your personal moving from one point to another, attach form
3903
4. 1040NR does not allow tuition deduciton. | x******g
发帖数: 3952 | 3 1. I think the answer is no. Only the income while he was under F1 visa
can be applied with treaty.
【在 s***q 的大作中提到】
: 他07年首次来美，一直是F1,直到08年年底转成H1.
: F1期间没有收入
: H1期间有一些收入，相对不少，他的公司withhold了很多税，
: 估计还是按照nr或dual status报税
: 现在想问：
: 1, H1b的3个月收入可否享受5000块的中美tax treaty?
: 2, 可不可以把h1b期间3个月交的social security和medicare退回来？
: 3, 可不可以用moving expense做itemized deductible?
: 4, 可不可以申请2000块的学费credit?
| x******g
发帖数: 3952 | 4 I think 5000 has nothing to do with whether you are R or NR.
2008
social
do
【在 t*******1 的大作中提到】
: 1. You do not qualify to file as a resident. You should file 1040NR for 2008
: , so you can still claim the 5000
: 2. As a H1-B working visa type holder, You also were required to pay social
: security taxes in 2008 so you cannot claim that back.
: 3. Moving expense is a part before AGI and have to be employment related, do
: not include your personal moving from one point to another, attach form
: 3903
: 4. 1040NR does not allow tuition deduciton.
| t*******1
发帖数: 59 | 5 1. if you are not eligible to file 1040, and have to file 1040NR, you claim
the 5000 treaty exemption, and subtract the 5000 from your earned income to
reduce your taxable income.
2. if you are eligible to file 1040, then the 5000 treaty are not apply to.
Some states elect to deduct the 5000 from your W-2 send you a separate form
for this 5000. In this case, you have to add this 5000 back to your W-2 as
Other Income and treated it as your taxable income as well. It is case by
case.
Email me if | x******g
发帖数: 3952 | 6 CPA也不靠谱呀。这年头还是要靠自己。
claim
to
.
form
as
by
【在 t*******1 的大作中提到】
: 1. if you are not eligible to file 1040, and have to file 1040NR, you claim
: the 5000 treaty exemption, and subtract the 5000 from your earned income to
: reduce your taxable income.
: 2. if you are eligible to file 1040, then the 5000 treaty are not apply to.
: Some states elect to deduct the 5000 from your W-2 send you a separate form
: for this 5000. In this case, you have to add this 5000 back to your W-2 as
: Other Income and treated it as your taxable income as well. It is case by
: case.
: Email me if
| t*******1
发帖数: 59 | 7 楼上的回复很不友好,tax law 是非常复杂的,很多同胞因为对它们的不了解,会产生一
些误解.
基于此, 我在这里的回帖都是善意和友好的帮助,有一些也是探讨性的, 因为no body
knows everything.
但说什么,CPA也不靠谱,之类的话,似乎有点....
如果我要抬杠的话,我会说,至少不比你懂得少,如果你不是的话.
所以不利于团结的话不要说,如果你认为我说得不对,你可以反驳,因为大家的本意都是
为了热心地帮助他人解决问题,而不是打擂台.
我还是那句话,相信我的话,任何问题都可以问我,我知道的,无条件回答,如果我不是很
熟悉地话,我会去查相关法籍, 稍后再做回答. |
|
