h***s
发帖数: 2499 | 1 08上半年是学生第5年结束，在学校拿的工资前5000没扣税，现在有1042s上面是5000整
，学校给的w2不包括这5000刀。我要填1040 as resident，还用得着管这5000吗？好像
不需要去加减line 21了对吧？就把1042s和表一块寄了，但是1040上不用反映这5000，
也不用8xxx的表，对吗？
relocation，公司报销了所有开销我都不知道多少钱。同时还
给几千lum sum。w2上看上去只有这几千到算了income，并且当时发的时候就扣了快40%
的税（真狠）。我该怎么办？这些是lum sum和temp living折了现的钱，不是actual m
oving expense，我能表3xxx什么的表退税吗？不能的话40%是不是扣太多了？
谢谢 |
K****D
发帖数: 30533 | 2 All "yes"s to first paragraph.
Paragraph 2: please strictly follow instructions on form 3903.
Pay attention to line 4. Generally speaking, you cannot deduct
temp living. That 40% - 7.65% (ss & med tax) has been added to
your tax withheld -- which means IRS owes you tax return on
that part. What's yours will be yours, hehe.
relocation，公司报销了所有开销我都不知道多少钱。同时还
给几千lum sum。w2上看上去只有这几千到算了income，并且当时发的时候就扣了快40%
的税（真狠）。我该怎么办？这些是lum sum和temp living折了现的钱，不是actual m
oving expense，我能表3xxx什么的表退税吗？不能的话40%是不是扣太多
【在 h***s 的大作中提到】
: 08上半年是学生第5年结束，在学校拿的工资前5000没扣税，现在有1042s上面是5000整
: ，学校给的w2不包括这5000刀。我要填1040 as resident，还用得着管这5000吗？好像
: 不需要去加减line 21了对吧？就把1042s和表一块寄了，但是1040上不用反映这5000，
: 也不用8xxx的表，对吗？
: relocation，公司报销了所有开销我都不知道多少钱。同时还
: 给几千lum sum。w2上看上去只有这几千到算了income，并且当时发的时候就扣了快40%
: 的税（真狠）。我该怎么办？这些是lum sum和temp living折了现的钱，不是actual m
: oving expense，我能表3xxx什么的表退税吗？不能的话40%是不是扣太多了？
: 谢谢
|
h********y
发帖数: 128 | 3 I don't think the reimbursed moving expenses can be included in your
deduction. I guess the instruction for form 3903 will mention this.That
means if your moving expenses were included in the lump sum amount, then you
can deduct the actual out of pocket expense from your income, but if the
lump sum amount is just like an extra bonus and your employer has reimbursed
you the moving expense sepaerately, then you will be taxed on all the
amount. The tax rate will be depending on your final AGI. |
h***s
发帖数: 2499 | 4 明白，非常感谢，马上给你发包子。
再一个问题是：我的1040+1042s寄到哪个地址，需要到特殊处理treaty的地址吗？
40%
m
【在 K****D 的大作中提到】
: All "yes"s to first paragraph.
: Paragraph 2: please strictly follow instructions on form 3903.
: Pay attention to line 4. Generally speaking, you cannot deduct
: temp living. That 40% - 7.65% (ss & med tax) has been added to
: your tax withheld -- which means IRS owes you tax return on
: that part. What's yours will be yours, hehe.
: relocation，公司报销了所有开销我都不知道多少钱。同时还
: 给几千lum sum。w2上看上去只有这几千到算了income，并且当时发的时候就扣了快40%
: 的税（真狠）。我该怎么办？这些是lum sum和temp living折了现的钱，不是actual m
: oving expense，我能表3xxx什么的表退税吗？不能的话40%是不是扣太多
|
h***s
发帖数: 2499 | 5 恩，我就是这情况，看来税拿不回来了。谢谢
you
reimbursed
【在 h********y 的大作中提到】
: I don't think the reimbursed moving expenses can be included in your
: deduction. I guess the instruction for form 3903 will mention this.That
: means if your moving expenses were included in the lump sum amount, then you
: can deduct the actual out of pocket expense from your income, but if the
: lump sum amount is just like an extra bonus and your employer has reimbursed
: you the moving expense sepaerately, then you will be taxed on all the
: amount. The tax rate will be depending on your final AGI.
|
