TAX版 - 求助OPT报税W2和1042S还有1099 |
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v**s 发帖数: 37 | 1 求问版上大牛们,LG情况比较复杂,2013是来美第六年,一整年opt,用1040报税。
2013上半年博后有w2,下半年博后在nih所以是1042s但是nih withhold的14%的税。学
习了一下知道可以用treaty claim回来。w2里可以5000刀免税,填8833,article 20c
。那1042s要填什么表呢?也是8833么?条款是article 20b吗?
另外我们有卖掉股票,收到银行的1099B和1099DIV,填schedule D的时候line 13
capital gain distribution找不到啊。1099DIV上面没有capital gain。1099B只有一
个realized gain/loss,是买进和卖出的差价,在schedule D上填line 9。是不是只要
填这个就行了呢?
在线等。。。先谢谢大家! | P****1 发帖数: 2670 | 2 如果1042S上被hold了税,那么把1042S看作w2处理。你们的情况不是白拿不用干活的
fellowship,不能用20(b),只能享受w2+1042S总收入的5000免税,5000之外的部分交
税。 | v**s 发帖数: 37 | 3 LG在nih的头衔是nih visiting fellow,给钱的形式是fellowship awards。nih退税手
册上有下面这段话:
IMPORTANT! You need to know what type of income you are receiving from the
NIH. The US tax law treats a fellowship grant differently than income paid
to you for providing services (i.e., wages). A fellowship grant is generally
not considered to be “earned income”. Grant recipients at the NIH are not
considered to be providing services and, therefore, are not considered to
be employees. This can make a difference in applying certain tax rules.
nih的fellow不属于providing service,所以钱也不属于earned income。这样的
fellowship是不是符合白拿的20(b)了呢? | v**s 发帖数: 37 | |
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