搬家，换工作

Q1：如果我2008年换了工作，自己掏腰包付的h1 transfer fee，这个可以作为job related expense来deduct马？

A1:  yes, you report it on Schedule A - itemized deductions, line 21.  However, you only can get the deduction if you use itemized deduction, also, whatever more than 2% of your adj. gross income is deductable.

For example, your adj. gross income is $100,000, 2% is $2,000.  if you spent $3,500, then $1,500 is deductable on your schedule A.

A2:mm  我得意见是不可以    这个费用不算job related expense

你最好具体查查 instruction

不过如果你没有mortgage  基本上这个用不上

[此贴子已经被作者于2009-3-9 10:45:48编辑过]

Q2:什么情况需要填8822改地址呢？只要搬家都需要？

A：I do not think you have to do it.  Put in your new address when you file the tax returns.  However, if you move right after you file your tax returns, you should file 8822, so IRS may able to send your refund to the new address.  I would always suggest that you should include your bank info on your tax returns, so you get direct deposit

[此贴子已经被作者于2009-3-8 23:17:51编辑过]

Q3: 我们公司给我报销了1000多块的relocation expense, 今天收到payroll 的一份表格，注明是important tax document, 上面说这笔钱他们是知会了IRS的。
这个到底应不应该算作我的taxable income 啊？

A: This should be on your W-2 if they do it right.  When you file your tax returns, make sure to put it in, fill out form 3903.  The amount you put in for actual expenses is better to be more than what the company paid you.

[此贴子已经被作者于2009-3-8 23:25:43编辑过]

Q4: My employer reimbursed my relocation costs and paid a tax gross-up directly to the tax authorities to minimize my tax exposure. But such gross up was shown in my W-2 as my income. The tax I paid (shown in W-2) was based on salary without such gross up. Therefore, I know I will get less return because of the existance of such gross up, which I did not receive physically as my income. Can I use that as deductables for my relocation? How do I reflect this tax gross-up for maximum tax return? Thanks!

A：你虽然没有实际上拿到gross up的钱，但是还是要算做你的收入的。原因是如果你的公司没替你付这笔钱，你还是要自己掏腰包付的。这笔gross up也不能算作你得relocation deduction。

[此贴子已经被作者于2009-3-9 10:46:00编辑过]

Q5：问一下我家的问题： 我们2002年来的，从去年开始填的是RESIDENT， 我的问题是我们去年前半年在不教州税的州上学，从去年6月份开始我老公在一个要交州税的州的公司先做了3个月INTERN, 后来从9月份开始工作，这种情况下我们需要怎么填税表呢？一点头绪都没有，以前的都很简单，现在一下子这么复杂不知道怎么弄，还有当时搬家有搬家费，一半实报实销，一半给的钱 ，也需要保税吗？

A：不算太复杂吧。不就是联邦税表和一个州的州税表吗？搬家费，实报实销的部分就不能报在moving expense里面了，给钱的部分公司应该会一起放在W2里面吧。

[此贴子已经被作者于2009-3-28 1:56:21编辑过]

Q6:relocation退税，是填在1040的box26还是itemized deduction那里呀？

[此贴子已经被作者于2009-3-28 2:01:27编辑过]

Q7: 去年搬家, 公司发了一个月的工资(税前) 做为TEMPORY LIVING. 请问这笔收入可以作为MOVING EXPENSE 来免税吗

A: it depends on how your employer report it.  If it included in Box 1 of your w-2, you can't deducte it as your moving expenses.

A2:你这是收入，不是费用吧。搬家费需要有搬家公司收据等凭证才可以免税的

[此贴子已经被作者于2009-3-28 2:56:01编辑过]

Q8:去年公司多给了一个月的工资(税前) 作为RELOCATION FEE.  拿到W-2 以后,发现INCOME 比实际收入(工资加RELOCATION FEE) 高出好几千.  FEDERAL TAX 和 STATE TAX 也比实际的高.

问过PAYROLL 的人说是多加了RELOCATION FEE 的原因.难道W-2 上显示的不应该是我所有的税前的实际收入吗?

A: Apart from the relocation fee (equal to one month's salary), did they reimburse you on other moving expenses? If so, they might have added that to your W-2, I think.

W-2 should represent the total wages and tips you got. If you did not get any other reimbursement (the part that "高出好几千"), I think you need your company to reissue you a correct W-2.

A2:

[此贴子已经被作者于2009-3-28 3:09:32编辑过]