k*****u
发帖数: 1313 | 1 10/1前是F1／OPT，10／1号以后是H1，来美F1>=6年。
工作从3月开始，W2没有免5000部分。LD全年H1，也是>=6年。
看精华区还能用Treat，填1040 Jointly，其中21项填－5000，然后用8833。
这种情况还能用软件和e-file吗？TaxCut可以输入－5000，但是没法选8833。
是不是只能Paper file？另外AGI少了5000，填州税的时候是不是再加回去。 | t*******1
发帖数: 59 | 2 谁说了都不算, 请refer to
http://www.irs.gov/businesses/small/international/article/0,,id=96383,00.html
The Effect of Tax Treaties
The rules given to determine if you are a U.S. resident do not override tax
treaty definitions of residency. If your residency is determined under a
treaty and not under the rules discussed here, you must file a fully
completed Form 8833, Treaty-Based Return Position Disclosure Under Section
6114 or 7701(b) (PDF) if the payments or income items reportable because of
that d | k*****u
发帖数: 1313 | 3 RA也可以享受Treat，只要还是F1，这个精华区有很多讨论，还有详细的IRS回复，怎样填表等等。
tax
of
【在 t*******1 的大作中提到】
: 谁说了都不算, 请refer to
: http://www.irs.gov/businesses/small/international/article/0,,id=96383,00.html
: The Effect of Tax Treaties
:
: The rules given to determine if you are a U.S. resident do not override tax
: treaty definitions of residency. If your residency is determined under a
: treaty and not under the rules discussed here, you must file a fully
: completed Form 8833, Treaty-Based Return Position Disclosure Under Section
: 6114 or 7701(b) (PDF) if the payments or income items reportable because of
: that d
| t*******1
发帖数: 59 | 4 我认真地研究了精华区的文章,is almost the same as I quote above, BTW, I have
source reference from official website
1. treaty savings clause does not mention it is refer to 5000 treaty
exemption,
2. instead, it says although you are H1-B and meet the residence test, in
another word, you should pay both FICA and sst and medicare, but under
treaty, you can claim yourself under savings clause and still treated
yourself as NR alien.
3.therefore, you can waive your Federal tax withholding but you have to pay
SST a | k*****u
发帖数: 1313 | 5 这个早就有共识了啊，看精华区。
我现在问能不能e-file？
have
pay
【在 t*******1 的大作中提到】
: 我认真地研究了精华区的文章,is almost the same as I quote above, BTW, I have
: source reference from official website
: 1. treaty savings clause does not mention it is refer to 5000 treaty
: exemption,
: 2. instead, it says although you are H1-B and meet the residence test, in
: another word, you should pay both FICA and sst and medicare, but under
: treaty, you can claim yourself under savings clause and still treated
: yourself as NR alien.
: 3.therefore, you can waive your Federal tax withholding but you have to pay
: SST a
|
|
