m*****e
发帖数: 16 | 1 背景阅读：
2012 一部分时间是F-1或旗下的OPT, 一部分时间是H-1B
1 Period
是你可以被exempt的阶段，填写你是Nonresident Alien Student的时间 （往下有具体
解释）
ex. 如果H-1B 10/01/2012生效，period则填写 From hire date to 10/01/2012
2. Amount
可被exempt阶段误扣的ss和medi之和, 请在7处列出加法展开式
3. Employment
4. ignore
5. ignore
完全不需要填写，除非你是要“ Requesting Abatement or Refund of Interest
Due to IRS Error or Delay” 或者 “Requesting Abatement or Refund of a
Penalty or
Addition to Tax as a Result of Written Advice”
http://www.irs.gov/pub/irs-pdf/i843.pdf
6. Original Return
1040
7. 解释为毛乱收费了以及2的加法展开式
同时需要提供的补充材料如下：
A copy of your Form W-2 to prove the amount of social security and Medicare
taxes withheld.
A copy of your visa.
Form I-94 (or other documentation showing your dates of arrival or departure
).
If you have an F-1 visa, documentation showing permission to work in the U.S.
If you have a J-1 visa, documentation showing permission to work in the U.S.
If you are engaged in optional practical training or employment due to
severe economic necessity, documentation showing permission to work in the U
.S.
A statement from your employer indicating the amount of the reimbursement
your employer provided and the amount of the credit or refund your employer
claimed or you authorized your employer to claim. If you cannot obtain this
statement from your employer, you must provide this information on your own
statement and explain why you are not attaching a statement from your
employer or on Form 8316 claiming your employer will not issue the refund.
If you were exempt from social security and Medicare tax for only part of
the year, pay statements showing the tax paid during the period you were
exempt. 也就是说如果你之前是opt，7月或10月拿到了H1B，你只能索取F-1阶段的ss
和 med tax withheld （Nonresident Alien Students才能免除）。就算是non-
resident alien 阶段的H-1B也是需要缴这些税的。只有特定的H签证才能exempt：
H-visas. Certain nonimmigrants in H-2 and H-2A status are exempt as follows:
An H-2 nonimmigrant who is a resident of the Philippines and who performs
services in Guam.
An H-2A nonimmigrant admitted into United States temporarily to do
agricultural labor.
http://www.irs.gov/Individuals/International-Taxpayers/Foreign-Student-Liability-for-Social-Security-and-Medicare-Taxes
不要耍宝和你的1040一起寄到TX去了，这个没有deadline，但是“Processing of your
claim may be delayed if you submit it less than six weeks AFTER you filed
Form 1040NR (PDF) or Form 1040NR-EZ (PDF).”
http://www.irs.gov/Help-&-Resources/Tools-&-FAQs/FAQs-for-Individuals/Frequently-Asked-Tax-Questions-&-Answers/U.S.-Aliens-and-Citizens-Living-Abroad/Nonresident-Alien---Tax-Withholding/Nonresident-Alien---Tax-Withholding"
填完和所有的附件寄往：
Department of the Treasury
Internal Revenue Service Center
Ogden, UT 84201–0038
http://www.irs.gov/publications/p519/ch08.html#en_US_2012_publink1000222688
不足请补充，最后祝大家早税早轻松，税税更健康。 |
i*****7
发帖数: 92 | 2 6. Original Return
1040
-------------------
第六项这个应该是在other选项写上1040NR-EZ吧？ |
m*****e
发帖数: 16 | 3 又看了一下instruction，觉得还是需要选1040：
Check the box labeled “1040” to indicate other individual income tax
returns
other只适合以下几项
Check the box labeled “Other” if your claim relates to:
Form 944, Employer's Annual Federal Tax Return. Enter “944”
(or “944-SS”) in the space provided.
Form CT-2, Employee Representative's Quarterly Railroad
Tax Return. Enter “CT-2” in the space provided.
The branded prescription drug fee. Enter “BPD Fee” in the
space provided.
http://www.irs.gov/pub/irs-pdf/i843.pdf |
l*******e
发帖数: 33 | 4 赞！！
请教下那个statement如果自己写要怎么写。。。比如，我雇主一直没回复我。 |
m*****e
发帖数: 16 | 5 如果没法拿到顾主的statement，就自己写一个，解释为什么你没有拿到顾主的
statement，然后在Form 8316上写上你的顾主没有给你refund
【在 l*******e 的大作中提到】
: 赞！！
: 请教下那个statement如果自己写要怎么写。。。比如，我雇主一直没回复我。
|
l*******e
发帖数: 33 | 6 thx!
打算再打电话问问之前公司负责财务的人
写了几封email过去，都没有理我。不然statement就说联系雇主，雇主不回复，合适吗？
【在 m*****e 的大作中提到】
: 如果没法拿到顾主的statement，就自己写一个，解释为什么你没有拿到顾主的
: statement，然后在Form 8316上写上你的顾主没有给你refund
|
s**********a
发帖数: 7 | 7 这个填错了直接选了1040怎么办？
【以及IRS太缺德了，完全没有在Pub 519写843的部分里提到要税表提交之后六周才会
process……】 |
m*****e
发帖数: 16 | 8 我又看了一下instruction，觉得选1040没有错
other只适合以下几项
Check the box labeled “Other” if your claim relates to:
Form 944, Employer's Annual Federal Tax Return. Enter “944”
(or “944-SS”) in the space provided.
Form CT-2, Employee Representative's Quarterly Railroad
Tax Return. Enter “CT-2” in the space provided.
The branded prescription drug fee. Enter “BPD Fee” in the
space provided.
【在 s**********a 的大作中提到】
: 这个填错了直接选了1040怎么办？
: 【以及IRS太缺德了，完全没有在Pub 519写843的部分里提到要税表提交之后六周才会
: process……】
|
m*****e
发帖数: 16 | 9 还是先和财务部门取得联系合适
老板可能自己也傻傻分不清楚～
吗？
【在 l*******e 的大作中提到】
: thx!
: 打算再打电话问问之前公司负责财务的人
: 写了几封email过去，都没有理我。不然statement就说联系雇主，雇主不回复，合适吗？
|
