我 07年来美 一直是F1
我们想选择first year choice, 先file extension，满183天之后， filing jointly
as resident for the whole 2011 using form 1040.
问题：
1. 这个报税方式ok吗？
Ok.
、
2. 我 lg opt 4个月期间的是 social security tax and medicare 需要补交吗？
不需要
、
3. 他在OPT期间的收入>5000了，Treaty 5000还可以claim吗？
可以。（如果没有一开始就扣过了）
、
4. 他5月份搬到现在工作的地方，公司已经给了relocation fee，但是有交federal tax，我们还可以把moveing expense作为deduction吗？
可以。只要把relocation fee claim为income 就行。（应该体现在W2中）
、
5. 他在F1期间叫的tuition可以作为deduction吗？
可以。（如果算作non-resident是不可以的）。
[此贴子已经被作者于2012/2/25 1:38:11编辑过]
先谢谢LZMM啦！我的问题是：我2011年买房贷了第一次款，同年refinance一次。现在收到两张1098表。我算了一下，第一次贷款的所有interests都包括在表中，可是第二次好像没有把prepaid的interests加入表中。不知道是我自己算错了，还是我可以根据HUD上的数据把第二次prepaid的interests加入1098表的数据中？
.
首先是不可以自己改动的。这个1098是一式两份一份给你，一份寄往irs的。
至于prepaid interest. copy了一段irs的说明。你按照这个算算。看看能不能解答你的问题。
Report prepaid interest (other than points) only in the year in which it properly accrues.
。
Example. Interest received on December 20, 2012, that accrues by December 31 but is not due until January 31, 2013, is reportable on the 2012 Form 1098.
。
Exception. Interest received during the current year that will properly accrue in full by January 15 of the following year may be considered received in the current year, at your option, and is reportable on Form 1098 for the current year. However, if any part of an interest payment accrues after January 15, then only the amount that properly accrues by December 31 of the current year is reportable on Form 1098 for the current year. For example, if you receive a payment of interest that accrues for the period December 20 through January 20, you cannot report any of the interest that accrues after December 31 for the current year. You must report the interest that accrues after December 31 on Form 1098 for the following year.
、
reference：
http://www.irs.gov/instructions/i1098/ar02.html .
如果你最后确定是错的，联系给你寄表的。
[此贴子已经被作者于2012/2/25 1:38:29编辑过]
谢谢lz的热心回答，以上的热心回复已奖励了，mark一下
谢谢斑竹mm奖励，一下收到十封奖励信，抱住亲一个，lol~~~~~~~~
http://www.huaren.us/dispbbs.asp?BoardID=336&ID=559354&skin=0
帖子2楼有详细的关于cliam treaty的填法。
谢谢斑竹mm奖励，一下收到十封奖励信，抱住亲一个，lol~~~~~~~~
斑竹mm，怎么能把字体变颜色?
已经改好了～
[此贴子已经被作者于2012/2/7 23:27:11编辑过]
要看你们在哪个州了，如果是community property state的话，就是要一半一半这样报的，收入也是。
妹妹在问下，
我查了自己所在州不是community property state，那我可以只报自己的收入，把房子的东西由老公自己报么？ 合法么？
谢谢
我查了自己所在州不是community property state，那我可以只报自己的收入，把房子的东西由老公自己报么？ 合法么？
。
Answer:
我在42楼有回答你的问题。MFS的情况下是every spouse claim the itemized deduction he or she is liable for and paid. 如果你的房子在你们两个的名下从joint account出钱，split evenly.如果房子在你老公名下，你从你的separate account里面出钱，都不能claim.
/
我想啰嗦几句的是，除了房子这一块，如果你们MFS要仔细读一下关于其他itemzied deduction的要求，比如，medical expense规定又不一样。（publication504的table1）。并且MFS还有很多benefit不能claim.建议先算好比较一下。
[此贴子已经被作者于2012/2/25 1:38:48编辑过]
Questions:
先谢谢LZMM啦！我的问题是：我2011年买房贷了第一次款，同年refinance一次。现在收到两张1098表。我算了一下，第一次贷款的所有interests都包括在表中，可是第二次好像没有把prepaid的interests加入表中。不知道是我自己算错了，还是我可以根据HUD上的数据把第二次prepaid的interests加入1098表的数据中？
.
首先是不可以自己改动的。这个1098是一式两份一份给你，一份寄往irs的。
至于prepaid interest. copy了一段irs的说明。你按照这个算算。看看能不能解答你的问题。
Report prepaid interest (other than points) only in the year in which it properly accrues.
。
Example. Interest received on December 20, 2012, that accrues by December 31 but is not due until January 31, 2013, is reportable on the 2012 Form 1098.
。
Exception. Interest received during the current year that will properly accrue in full by January 15 of the following year may be considered received in the current year, at your option, and is reportable on Form 1098 for the current year. However, if any part of an interest payment accrues after January 15, then only the amount that properly accrues by December 31 of the current year is reportable on Form 1098 for the current year. For example, if you receive a payment of interest that accrues for the period December 20 through January 20, you cannot report any of the interest that accrues after December 31 for the current year. You must report the interest that accrues after December 31 on Form 1098 for the following year.
、
reference：
http://www.irs.gov/instructions/i1098/ar02.html .
如果你最后确定是错的，联系给你寄表的。
[此贴子已经被作者于2012/2/8 23:57:25编辑过]
到底了
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