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TAX版 - CPA 答问题, 挣包子
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进入TAX版参与讨论
1 (共1页)
m******3
发帖数: 983
1
今晚会有时间。
包子多少无所谓。
No treaty, Visa and 1040NR questions.
Tax related questions only.
s*********t
发帖数: 77
2
能问一个很傻的问题么?
算moving expense的时候,必须是搬到新的fulltime工作地方才可以。
当时记得上课问了个傻问题,如果这个人搬到新地方,但是找了n个part-time,总计时
间大于40小时/week,可以么?
其实就是一直很困惑fulltime的定义.
不知道怎么发包子,呵呵。
m******3
发帖数: 983
3
How far you moved and the amount of time you spend on the job will have a
major impact on whether you qualify for the tax break. Moves that are only
short hops and jobs that are short-term or part-time generally do not
qualify. However, if you can satisfy the distance and time tests then job-
related moving expenses that you incur may be tax deductible.
You will meet the distance test if your new workplace is at least 50 miles
further from your former home than your previous workplace was from t
p*****e
发帖数: 96
4
我去年从F1->H1b,h1b10月1开始生效。我准备报dual status。
8月开始上班,公司给的w2表的收入怎么分开成Resident和NR呢?按比例分配吗
如果dual status,除了8843,还要填8833吗?
非常感谢

【在 m******3 的大作中提到】
: 今晚会有时间。
: 包子多少无所谓。
: No treaty, Visa and 1040NR questions.
: Tax related questions only.

s*********t
发帖数: 77
5
其实俺就是不明白fulltime test.
比如一个倒霉蛋没找到一个fulltime ,但是找到2个part-time,工作大于40小时/week。
其他的test都满足(工作大于39week,距离大于50mile),工作也是long term的。
拍俺吧,俺知道这个问题很变态。。。已经被人鄙视过了。。。汗。。
s*********t
发帖数: 77
6

your
包子了,穷人,嘿嘿。。

【在 m******3 的大作中提到】
: How far you moved and the amount of time you spend on the job will have a
: major impact on whether you qualify for the tax break. Moves that are only
: short hops and jobs that are short-term or part-time generally do not
: qualify. However, if you can satisfy the distance and time tests then job-
: related moving expenses that you incur may be tax deductible.
: You will meet the distance test if your new workplace is at least 50 miles
: further from your former home than your previous workplace was from t

q******d
发帖数: 158
7
For form 3903, how do u define the personal effect (for line 1)?
Can we include the first 2-3 days expense for hotel as personal effect due
to moving? Can we include the car renting fee for the period our cars are
transported through moving company? etc.
thanks

【在 m******3 的大作中提到】
: 今晚会有时间。
: 包子多少无所谓。
: No treaty, Visa and 1040NR questions.
: Tax related questions only.

m******3
发帖数: 983
8
Whether an employee is a full-time employee during any particular week
depends upon the customary practices of the occupation in the geographic
area in which the taxpayer works.
I don't think that you can count add two part time job to qualify full time
definition.

【在 s*********t 的大作中提到】
: 其实俺就是不明白fulltime test.
: 比如一个倒霉蛋没找到一个fulltime ,但是找到2个part-time,工作大于40小时/week。
: 其他的test都满足(工作大于39week,距离大于50mile),工作也是long term的。
: 拍俺吧,俺知道这个问题很变态。。。已经被人鄙视过了。。。汗。。

m******3
发帖数: 983
9
You may use the date of H1B effective as the cut off date of your salary.
Anything before that date counted as your NR income.
Sorry no treaty questions.

【在 p*****e 的大作中提到】
: 我去年从F1->H1b,h1b10月1开始生效。我准备报dual status。
: 8月开始上班,公司给的w2表的收入怎么分开成Resident和NR呢?按比例分配吗
: 如果dual status,除了8843,还要填8833吗?
: 非常感谢

m******3
发帖数: 983
10
Expenses of moving household goods and personal effects. --Expenses of
moving household goods and personal effects include expenses of transporting
such goods and effects from the taxpayer's former residence to his new
residence, and expenses of packing, crating, and in-transit storage and
insurance for such goods and effects. Such expenses also include any costs
of connecting or disconnecting utilities required because of the moving of
household goods, appliances, or personal effects. Expenses

【在 q******d 的大作中提到】
: For form 3903, how do u define the personal effect (for line 1)?
: Can we include the first 2-3 days expense for hotel as personal effect due
: to moving? Can we include the car renting fee for the period our cars are
: transported through moving company? etc.
: thanks

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Roth IRA Investment Loss for Tax Deduction存了一年的traditional IRA结果发现不能deductible
如何理解,降低 MAGI ?亲们求教traditional ira和roth ira~~~~
现在交2010IRA, 能抵税吗?roth-IRA over contribution的报税问题
进入TAX版参与讨论
m******3
发帖数: 983
11
Expenses of traveling from the former residence to the new place of
residence. --Expenses of traveling from the former residence to the new
place of residence include the cost of transportation and of meals and
lodging en route (including the date of arrival) from the taxpayer's former
residence to his new place of residence and lodging incurred in the general
location of the former residence within 1 day after the former residence is
no longer suitable for occupancy because of the removal of ho

【在 q******d 的大作中提到】
: For form 3903, how do u define the personal effect (for line 1)?
: Can we include the first 2-3 days expense for hotel as personal effect due
: to moving? Can we include the car renting fee for the period our cars are
: transported through moving company? etc.
: thanks

b****0
发帖数: 12
12
在税表1040 6b , as a dependent on another person's return
什么意思 谢谢诶
b****0
发帖数: 12
13
在税表1040 6b , as a dependent on another person's return
什么意思 谢谢诶
m******3
发帖数: 983
14
就是字面上的意思
Are you or your spouse other peoples' dependent and have been claimed as
dependent on the other people's tax return?

【在 b****0 的大作中提到】
: 在税表1040 6b , as a dependent on another person's return
: 什么意思 谢谢诶

b****0
发帖数: 12
15
谢谢了 太晚了 天的我都晕晕乎乎的了 再次感谢
s*********t
发帖数: 77
16

time
哦,酱紫呀。谢谢啦!

【在 m******3 的大作中提到】
: Whether an employee is a full-time employee during any particular week
: depends upon the customary practices of the occupation in the geographic
: area in which the taxpayer works.
: I don't think that you can count add two part time job to qualify full time
: definition.

b****0
发帖数: 12
17
在1040表上(9a) ordinary Dividends 中已经包括了(9b)Qualified dividends 再填一
遍 9a加9b 岂不是要收两遍税呀?
c*******y
发帖数: 3008
18
去年刚开的股票账户, 现在不知怎么保税, 没有1099, 想报3000亏了。 要把去年所
有交易记录都打印下来和1040一起寄到irs吗?
ROTH IRA 账户里的mutualfund损失是不是不能报啊?只能报纯stock账户的啊?
还有这个link里3说可以deduct the state income tax on federal return是什么意思
, 怎么操作啊?
http://finance.yahoo.com/taxes/article/106675/Slash-Your-Tax-Bill
m******3
发帖数: 983
19
You need to input ordinary dividend and qualified dividend into tax software
. The qualified dividend will pay tax at low rate. The tax software will
automatically calculate the tax for you. Not double tax.

【在 b****0 的大作中提到】
: 在1040表上(9a) ordinary Dividends 中已经包括了(9b)Qualified dividends 再填一
: 遍 9a加9b 岂不是要收两遍税呀?

m******3
发帖数: 983
20
You cannot deduct IRA account loss.
You can print online statement from your account. If you sold stock last
year, the brokerage will issue 1099-B to you. You may call customer service
to request one.
Not sure which state you live. Not sure about income level.Not sure whether
you use standard deduction or itemize deduction.
Cannot offer state income tax advice

【在 c*******y 的大作中提到】
: 去年刚开的股票账户, 现在不知怎么保税, 没有1099, 想报3000亏了。 要把去年所
: 有交易记录都打印下来和1040一起寄到irs吗?
: ROTH IRA 账户里的mutualfund损失是不是不能报啊?只能报纯stock账户的啊?
: 还有这个link里3说可以deduct the state income tax on federal return是什么意思
: , 怎么操作啊?
: http://finance.yahoo.com/taxes/article/106675/Slash-Your-Tax-Bill

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Roth IRA withdraw excess contribution如何报税?roth ira去年存多了,通过fideliy withdrawn了
请教: Over contribute to ROTH IRAROTH excess contribution problem (转载)
怎么样处理excess traditional IRA and Roth IRA contributionexcess Roth IRA contribution. Need help! Thanks a lot.
进入TAX版参与讨论
h***7
发帖数: 11
21
chinatown的会计所承诺可以把F1的RA的税都退回来,不知道可不可信,请问如果出了
问题的话是会计所的问题,还是自己的问题?
谢谢!!
g*****i
发帖数: 9630
22
可信,不过仍然存在出问题的可能,而且出了问题就是你自己的问题。
所以就看你想不想冒这个风险。我觉得没必要,F1 RA的税能有几个钱?

【在 h***7 的大作中提到】
: chinatown的会计所承诺可以把F1的RA的税都退回来,不知道可不可信,请问如果出了
: 问题的话是会计所的问题,还是自己的问题?
: 谢谢!!

n******n
发帖数: 12088
23
Actually, IRA loss can be claimed. But the rule is pretty complicated.

service
whether

【在 m******3 的大作中提到】
: You cannot deduct IRA account loss.
: You can print online statement from your account. If you sold stock last
: year, the brokerage will issue 1099-B to you. You may call customer service
: to request one.
: Not sure which state you live. Not sure about income level.Not sure whether
: you use standard deduction or itemize deduction.
: Cannot offer state income tax advice

h***7
发帖数: 11
24
差1000多刀吧,犹豫中。

【在 g*****i 的大作中提到】
: 可信,不过仍然存在出问题的可能,而且出了问题就是你自己的问题。
: 所以就看你想不想冒这个风险。我觉得没必要,F1 RA的税能有几个钱?

c*********3
发帖数: 52
25
1099表一张,是一个consulting的job,但是这个工作的发生地点,和得到pay check的
地点,都是在中国,那我需要报税么?
公司是美国公司,一个一周的小项目,都是在国内做的
谢谢!
b********h
发帖数: 5
26
as long as it is 50 miles away.

【在 s*********t 的大作中提到】
: 能问一个很傻的问题么?
: 算moving expense的时候,必须是搬到新的fulltime工作地方才可以。
: 当时记得上课问了个傻问题,如果这个人搬到新地方,但是找了n个part-time,总计时
: 间大于40小时/week,可以么?
: 其实就是一直很困惑fulltime的定义.
: 不知道怎么发包子,呵呵。

m******3
发帖数: 983
27
Please do not post misleading information to my thread.
I believe majority of people in this board are not reaching the IRA
distribution age yet. That's why I said IRA loss cannot be deducted.
If you want detailed rules for IRA loss. Here is one of them. Related to
ROTH IRA
Recognizing Losses on Investments
If you have a loss on your Roth IRA investment, you can recognize the loss
on your income tax return, but only when all the amounts in all of your Roth
IRA accounts have been distributed to

【在 n******n 的大作中提到】
: Actually, IRA loss can be claimed. But the rule is pretty complicated.
:
: service
: whether

ie
发帖数: 1350
28
大师:
研究生第二年的学费能算hope credits么?
Form 8863 line 2是不是hope credits 直接就是(2400+1200/2) = 1800?
看instruction说是:postsecondary education。这个研究生算么?还是只能本科?谢
谢了。
f*****y
发帖数: 214
29
我2008年没有报07年得税,07年也没有报06年得税,太粗心也不懂。
请问我可以今年file 1040X表格去报06年跟07年得税吗,需要填两分表格吗?
多谢!

【在 m******3 的大作中提到】
: 今晚会有时间。
: 包子多少无所谓。
: No treaty, Visa and 1040NR questions.
: Tax related questions only.

i****y
发帖数: 5184
30
什么是hope credits,1040可以claim吗?

【在 ie 的大作中提到】
: 大师:
: 研究生第二年的学费能算hope credits么?
: Form 8863 line 2是不是hope credits 直接就是(2400+1200/2) = 1800?
: 看instruction说是:postsecondary education。这个研究生算么?还是只能本科?谢
: 谢了。

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G****s
发帖数: 3523
31
收到1098-T, both box 1 and box 4 have numbers.
which number should I use to report this year's tuition&fee?
should I report box 1 and re-do last year's tax with box 4? or should I use
(box 1 - box 4) to report as this year's tuition&fee?
m******3
发帖数: 983
32
No. You cannot claim hope credit. You may claim life time learning credit.
Hope credit is for 1st and 2nd year undergraduate.

【在 ie 的大作中提到】
: 大师:
: 研究生第二年的学费能算hope credits么?
: Form 8863 line 2是不是hope credits 直接就是(2400+1200/2) = 1800?
: 看instruction说是:postsecondary education。这个研究生算么?还是只能本科?谢
: 谢了。

m******3
发帖数: 983
33
Yes if you are filing 1040.
You may claim foreing income exclusion form 2555 if you qualify.

【在 c*********3 的大作中提到】
: 1099表一张,是一个consulting的job,但是这个工作的发生地点,和得到pay check的
: 地点,都是在中国,那我需要报税么?
: 公司是美国公司,一个一周的小项目,都是在国内做的
: 谢谢!

m******3
发帖数: 983
34
Box 1-5 will all affect your deduction. If you input all the numbers exactly
according to your 1098-T. The tax software will calculate the amount of
deduction for you,

use

【在 G****s 的大作中提到】
: 收到1098-T, both box 1 and box 4 have numbers.
: which number should I use to report this year's tuition&fee?
: should I report box 1 and re-do last year's tax with box 4? or should I use
: (box 1 - box 4) to report as this year's tuition&fee?

m******3
发帖数: 983
35
No. You have to file 1040 for 2007 and 2008. You probably have to pay late
filing penalty and underpayment penalty, + tax+ interest if you owe tax.
Not 1040X since you have not filed any return yet.

【在 f*****y 的大作中提到】
: 我2008年没有报07年得税,07年也没有报06年得税,太粗心也不懂。
: 请问我可以今年file 1040X表格去报06年跟07年得税吗,需要填两分表格吗?
: 多谢!

ie
发帖数: 1350
36
谢谢,包子发了!请查收。
发信人: mabry123 (fufu), 信区: TAX
标 题: Re: Re: CPA 答问题, 挣包子
发信站: BBS 未名空间站 (Mon Mar 9 13:22:24 2009)
No. You cannot claim hope credit. You may claim life time learning credit.
Hope credit is for 1st and 2nd year undergraduate.
c*********3
发帖数: 52
37
thx, i m filing 1040 nr so i don't have to report this, right?
i checked and it's income outside u.s. so...
do i have to include this in my 1040nr?
thx thx

【在 m******3 的大作中提到】
: Yes if you are filing 1040.
: You may claim foreing income exclusion form 2555 if you qualify.

c*********3
发帖数: 52
38
thx, i m filing 1040 nr so i don't have to report this, right?
i checked and it's income outside u.s. so...
do i have to include this in my 1040nr?
thx thx

【在 m******3 的大作中提到】
: Yes if you are filing 1040.
: You may claim foreing income exclusion form 2555 if you qualify.

c*********3
发帖数: 52
39
sry i didn't make it clear that i file 1040nr as a nr for 2008...
big big thx

【在 m******3 的大作中提到】
: Yes if you are filing 1040.
: You may claim foreing income exclusion form 2555 if you qualify.

m******3
发帖数: 983
40
No US Tax.
You may need to pay tax in China.

【在 c*********3 的大作中提到】
: thx, i m filing 1040 nr so i don't have to report this, right?
: i checked and it's income outside u.s. so...
: do i have to include this in my 1040nr?
: thx thx

相关主题
多存了一点Roth IRA怎么处理如何理解,降低 MAGI ?
问个Ira deductIon的问题(包子答谢)现在交2010IRA, 能抵税吗?
Roth IRA Investment Loss for Tax Deduction存了一年的traditional IRA结果发现不能deductible
进入TAX版参与讨论
w**********t
发帖数: 116
41
大师,我单独发了帖子,但没人回,只好贴在这有劳您了:
我和老公可能是世上少有的懒人。
我们07年底回国摆酒,本打算08年趁我父母来美国时在美国领证,谁知我父母来后,我
们两个人还是懒,一直拖着没去。很快怀孕,买房,生子,这样08年就过完了,我们还是
单身。
现在要报税了,才发现很麻烦。我们要分开报税, 都算是RESIDENT,他的工资高于7万5
, 我的低于7万5.
1. 宝宝如果作为我的DEPEND,是不是就不能算他的DEPEND了? 宝宝08年已经送去
DAYCARE,所有有关孩子的DEDUCTION是不是只算一方的?如果从我的税表扣了,他的就
不可以减免了?
2. 房子算是我们共同买的,那我们各自的税表是不是都可以有有关房子的DEDUCTION?
3. 关于去年买房的15,000免息贷款, 是不是应用于一个人,还是两个人都可以申请?
先想到这些问题, 谢谢!!
m******3
发帖数: 983
42
One of you may file as head of household and claim baby as you depend and
the other need to file single.
For the house credit. See below. The total credit for you is 7500 not
2x7500.
You need to ask a CPA to prepare the return to maximize the refund.
Q: If two unmarried people buy a house together, how do they determine how
much each may take of the credit?
A: Two unmarried individuals buying a principal residence may allocate the
credit among the individual owners in any reasonable manner. Th

【在 w**********t 的大作中提到】
: 大师,我单独发了帖子,但没人回,只好贴在这有劳您了:
: 我和老公可能是世上少有的懒人。
: 我们07年底回国摆酒,本打算08年趁我父母来美国时在美国领证,谁知我父母来后,我
: 们两个人还是懒,一直拖着没去。很快怀孕,买房,生子,这样08年就过完了,我们还是
: 单身。
: 现在要报税了,才发现很麻烦。我们要分开报税, 都算是RESIDENT,他的工资高于7万5
: , 我的低于7万5.
: 1. 宝宝如果作为我的DEPEND,是不是就不能算他的DEPEND了? 宝宝08年已经送去
: DAYCARE,所有有关孩子的DEDUCTION是不是只算一方的?如果从我的税表扣了,他的就
: 不可以减免了?

b******o
发帖数: 48
43
mabry123,
我2005来美都是F1,去年10月1日换成H1B.LD2006也是F1来美,现在还是OPT.
我的第一个问题是,我应该 FILE FIRST YEAR CHOICE EXTENSION,然后是FILE MARRIED
JOINTLY,这样的好处是可以拿5000的每个人的好处,和RESIDENT的好处,对么?
2.我们去年的STIMULUS PACKAGE没有拿,今年这次可能拿到么,如果可以拿到是多少钱,
我们需要如何填表才能拿到呢?
3.一般找一个TAX FIRM帮我们填个表要多少钱呢,有没有必要呢?
谢谢!

【在 m******3 的大作中提到】
: 今晚会有时间。
: 包子多少无所谓。
: No treaty, Visa and 1040NR questions.
: Tax related questions only.

m******3
发帖数: 983
44
Sorry I do not want to answer visa and treaty related questions since there
are to many manipulations.
A good CPA or CPA firm will charge about 150 to 2000 for this kind of return.

MARRIED

【在 b******o 的大作中提到】
: mabry123,
: 我2005来美都是F1,去年10月1日换成H1B.LD2006也是F1来美,现在还是OPT.
: 我的第一个问题是,我应该 FILE FIRST YEAR CHOICE EXTENSION,然后是FILE MARRIED
: JOINTLY,这样的好处是可以拿5000的每个人的好处,和RESIDENT的好处,对么?
: 2.我们去年的STIMULUS PACKAGE没有拿,今年这次可能拿到么,如果可以拿到是多少钱,
: 我们需要如何填表才能拿到呢?
: 3.一般找一个TAX FIRM帮我们填个表要多少钱呢,有没有必要呢?
: 谢谢!

b******o
发帖数: 48
45
谢谢,不好意思,第一个问题难为您了,我自己去多看看资料自己解决
可是第二个问题,您可以帮忙看一看么?这个应该不是VISA 和 TREATY有关的吧.
谢谢.

there
return.

【在 m******3 的大作中提到】
: Sorry I do not want to answer visa and treaty related questions since there
: are to many manipulations.
: A good CPA or CPA firm will charge about 150 to 2000 for this kind of return.
:
: MARRIED

m******3
发帖数: 983
46
1040 married file jointly you may get 1200 plus 300 per child if you did not
get anything last year and if your income level is not too high.
However, if you claim treaty benefit, I am not sure whether you are
qualified to get the package.

【在 b******o 的大作中提到】
: 谢谢,不好意思,第一个问题难为您了,我自己去多看看资料自己解决
: 可是第二个问题,您可以帮忙看一看么?这个应该不是VISA 和 TREATY有关的吧.
: 谢谢.
:
: there
: return.

b******o
发帖数: 48
47
谢谢!

not

【在 m******3 的大作中提到】
: 1040 married file jointly you may get 1200 plus 300 per child if you did not
: get anything last year and if your income level is not too high.
: However, if you claim treaty benefit, I am not sure whether you are
: qualified to get the package.

f********1
发帖数: 367
48
请教一个问题:
我和老公都是F1,单独报税,学校给国际学生提供了Cintax软件。
我们08年添了个小孩,根据实际情况,我们都在Cintax里面输入了小孩的信息(因为
这个软件是提问式的,问得是2008年有没有生小孩,根据实际情况,我们都填了有
),结果生成的表格上双方都有child credit 各1000元.但是我听说child
credit只能报一次,我们这种情况该怎么弄呢?
谢谢!
c*********3
发帖数: 52
49
谢谢谢谢!!!

【在 m******3 的大作中提到】
: No US Tax.
: You may need to pay tax in China.

V****r
发帖数: 460
50
留名学习。
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m******3
发帖数: 983
51
If you file 1040NR, you cannot claim dependent and no child credit.
If you can file 1040, you need to file married jointly.

【在 f********1 的大作中提到】
: 请教一个问题:
: 我和老公都是F1,单独报税,学校给国际学生提供了Cintax软件。
: 我们08年添了个小孩,根据实际情况,我们都在Cintax里面输入了小孩的信息(因为
: 这个软件是提问式的,问得是2008年有没有生小孩,根据实际情况,我们都填了有
: ),结果生成的表格上双方都有child credit 各1000元.但是我听说child
: credit只能报一次,我们这种情况该怎么弄呢?
: 谢谢!

H*****e
发帖数: 160
52
m******3
发帖数: 983
53
What if You Contribute Too Much?
A 6% excise tax applies to any excess contribution to a Roth IRA.
Excess contributions. These are the contributions to your Roth IRAs for a
year that equal the total of:
1.
Amounts contributed for the tax year to your Roth IRAs (other than
amounts properly and timely rolled over from a Roth IRA or properly
converted from a traditional IRA or rolled over from a qualified retirement
plan, as described later) that are more than your contribution limit for

【在 H*****e 的大作中提到】

m******3
发帖数: 983
54
To HiThere (HiThere)
I posted the rules related to your questions. The problem for you is how to
identify the excess contribution.
If you contributed 5K(assume 1k overcontributed), due to loss, the
account balance is only 2K. How much excess contribution will the brokerage
return to you? If the brokerage return 1K to you, then the loss will stay will Roth IRA and you cannot claim and deduction.
It depends on how your brokerage will return the excess contribution to you and how much.

【在 H*****e 的大作中提到】

H*******g
发帖数: 321
55
大师,有一个问题需要请教!有大包子奉上。
我是2003年F-1来美国,今年2月份毕业,现在是OPT。去年做过CPT,交了social
security tax and medicare.这个钱能要回来吗?现在OPT是full time工作,所以也被
扣了上面两个,OPT期间是不是可以不交这两个钱?跟payroll的人argue有什么依据吗?
m******3
发帖数: 983
56
See the link for official rules
http://www.irs.gov/businesses/small/international/article/0,,id=131635,00.html
F-visas, J-visas, M-visas, Q-visas. Nonresident alien students, scholars, professors, teachers, trainees, researchers, and other aliens temporarily present in the United States in F-1,J-1,M-1, or Q-1/Q-2 nonimmigrant status are exempt from Social Security / Medicare Taxes on wages paid to them for services performed within the United States as long as such services are allowed by the Un

【在 H*******g 的大作中提到】
: 大师,有一个问题需要请教!有大包子奉上。
: 我是2003年F-1来美国,今年2月份毕业,现在是OPT。去年做过CPT,交了social
: security tax and medicare.这个钱能要回来吗?现在OPT是full time工作,所以也被
: 扣了上面两个,OPT期间是不是可以不交这两个钱?跟payroll的人argue有什么依据吗?

t***c
发帖数: 41
57
问题:
放在401k里的钱能退税吗?另外w2里有没有包括espp?
谢谢!

【在 m******3 的大作中提到】
: 今晚会有时间。
: 包子多少无所谓。
: No treaty, Visa and 1040NR questions.
: Tax related questions only.

m******3
发帖数: 983
58
No loss deduction for your 401K ( I assume you are not reaching retirement
age yet)
Some company will include something about espp in W-2. Since I did not see
your W-2, I cannot tell. You need to ask your payroll department.

【在 t***c 的大作中提到】
: 问题:
: 放在401k里的钱能退税吗?另外w2里有没有包括espp?
: 谢谢!

t***c
发帖数: 41
59
谢谢!
包子伺候!

see

【在 m******3 的大作中提到】
: No loss deduction for your 401K ( I assume you are not reaching retirement
: age yet)
: Some company will include something about espp in W-2. Since I did not see
: your W-2, I cannot tell. You need to ask your payroll department.

H*******g
发帖数: 321
60
Thanks for the answers! But I saw there is one exception saying "The
exemption does not apply to nonimmigrants in F-1,J-1,M-1, or Q-1/Q-2 status
who become resident aliens for tax purposes.". Since I have been here for
more than 5 years, so does this mean I cannot be exempted from the two taxes
? However, I saw someone who said before that F-1 student from China are not
subject to this according to the China-US treaty, is this true?
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r*****s
发帖数: 892
61
Just for your information, I had a similar situation before. Our HR (who
dealed many similar cases) does not withhold my social security but withhold
my medicare tax. She assured me that is the right way to go. I did not
fully understand and did not argument that on my tax return.
I don't think it has anything to do with treaty. What you need to do is asking your HR to see whether they can refund the money to you and modify your W2. You claim back SS from IRS only if your company does not work w

【在 H*******g 的大作中提到】
: Thanks for the answers! But I saw there is one exception saying "The
: exemption does not apply to nonimmigrants in F-1,J-1,M-1, or Q-1/Q-2 status
: who become resident aliens for tax purposes.". Since I have been here for
: more than 5 years, so does this mean I cannot be exempted from the two taxes
: ? However, I saw someone who said before that F-1 student from China are not
: subject to this according to the China-US treaty, is this true?

f********1
发帖数: 367
62
包子已发,请查收。
1 (共1页)
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