a*******e
发帖数: 269 | 1 考古了一下，了解了第六年F1按Resident报税可以在1040附上8843以享受5000 treaty
和 unlimited scholarship/fellowship。
我们学校给我的W2里已经减去了5000 和 scholarship部分，例如我实际收入25000，W2
显示19000包含5000treaty和1000 scholarship。同时还收到了1098T。1042S还没收到
，不过我老婆的已经收到了，我估计也快了。
对于我这种情况还需要报税时做什么特殊处理么？直接efile？还是得打印turboxtax填
好的表然后附上自己填好的8843和1042S 寄到IRS?
谢谢！ |
f*******n
发帖数: 12623 | 2 你搞错了吧？8843跟treaty毫无关系。8843是如果你是exempt individual（譬如F1前5
年是exempt individual，所以不算在substantial presence test里）要填的。你不是
exempt individual，不能填8843。
你可能想的是8833 |
a*******e
发帖数: 269 | 3 是的 我好像搞错了 我是看前些年1040NR里总有8843，以为现在也要加上去。
那我这种情况直接按Resident报税？W2里已经deduct过5000了。
前5
【在 f*******n 的大作中提到】
: 你搞错了吧？8843跟treaty毫无关系。8843是如果你是exempt individual（譬如F1前5
: 年是exempt individual，所以不算在substantial presence test里）要填的。你不是
: exempt individual，不能填8843。
: 你可能想的是8833
|
w*******e
发帖数: 17 | 4 同样也是F1第六年，我也想问问这个问题。有人说：
1.直接在turbotax直接efile就行了，因为报上去的w2都是扣过5000的，不用再另外麻
烦了。但有人说IRS会有你的1042s信息，你没报的话会有麻烦。
2.也有人说，要在turbotax上额外申报1042s上的5000刀的收入，然后自己再另外寄一
个8843还是8833之类的表，说5000刀那个免税。不知道应该怎么操作。
有没有操作过人的人来回答一下？ |
w*******e
发帖数: 17 | 5 刚才上turbotax的论坛看了一下，有人解答了这个问题，说是先把5000块当成额外收入
报上去，然后再填treaty减去5000.我复制下来贴在这里
You will enter the 1042-S income under other earned income (or scholarship
income if it is for a scholarship grant)and you will enter the amount of the
treaty exemption (if any available) as a negative amount under other
miscellaneous income. You may also need to attach Form 8833 to your tax
return. (Attaching this form will require that you mail in your return. You
will need to select - file by mail under the file tab.)
Since Form 8833 is not supported by TurboTax, here is the link to the IRS
website regarding claiming a tax treaty benefit:
https://www.irs.gov/Individuals/International-Taxpayers/Claiming-Tax-Treaty-
Benefits
To enter your 1042-S for wages under other miscellaneous income:
Click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home &
Business)
Next click on “Wages and Income”
Next click on "jump to full list" or “I’ll choose what I work on”
Scroll down the screen until to come to the section “Less Common Income”
Choose "show more", then Miscellaneous Income
Choose "Other Income not already reported on a Form W-2 or Form 1099 "
Select - "Yes" for "Other Wages Received"
After 3 screens, select "Yes" for "Any other earned income".
On screen titled " Enter source of other earned income" - select " Other"
Input the "1042-S wages" and the amount on the next screen (screenshot #1)
If this is scholarship income.
To enter your 1042-S related to your scholarship into TurboTax:
Click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home &
Business)
Next click on “Deductions and Credit”
Next click on "jump to full list" or “I’ll choose what I work on”
Scroll down the screen until to come to the section “Education”
Choose "show more", then Expenses and Scholarships (Form 1098-T)
You will need to choose the student this Scholarship relates to and select "
edit"
Under the Education Summary page, select "Scholarships and Grants" - edit
Say "yes" - to question "Did (name) receive a scholarship or grant in 2015?"
Enter amount as "Other Scholarships/Grants/Fellowships (screenshot #2)
You will now need to enter a negative amount for the treaty exemption under
other miscellaneous income
To enter your treaty exemption under as other miscellaneous income:
Click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home &
Business)
Next click on “Wages and Income”
Next click on "jump to full list" or “I’ll choose what I work on”
Scroll down the screen until to come to the section “Less Common Income”
Choose "show more", then Miscellaneous Income
Choose "Other Reportable Income" and enter this information here under other
taxable income (screenshot #3)
You should use a description related to the tax treaty article exempting the
income (ie: China-US tax treaty, exemption under article 20) and the exempt
amount as a negative number. |
