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Huaren
等级中士
威望1
贴子1135
魅力2162
注册时间2004-12-26

eq

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tax filing status question. NEED HELP

1271

6

2006-04-03 14:40:00

Situation: Married early last year. I relocated to where he is at the end of
the year.He changed from F-1 to H-1 in October and bought a new car & laptop
last year. Filing jointly might save more money than seperately in common
sense but if we do that, since i am resident alien, jointly will take away his
non-resident status for the whole year, then he cannot use the $5000 treaty
deduction for student. So, which way is better for us to do it?
Thank you very much for the help.

[此贴子已经被作者于2006-4-3 14:41:46编辑过]

Huaren
等级大校
威望22
贴子18160
魅力19369
注册时间2004-03-01

huanhuaner

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2006-04-03 14:48:00

$5000 is still valid for him to claim no matter he is resident or NR, as long as he is in the student status. this is stated in US-China 20(c).


you may want to check here: http://www.utexas.edu/international/taxes/res.html

Huaren
等级大校
威望11
贴子9018
魅力10210
注册时间2005-05-24

ismylie

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2006-04-03 14:48:00

you have to run it through for both, because if you can save money by MFJ depends on what's your total taxable income and if you have any itemized deduction. why don't you download the tax form from irs's website and just do a calculation under both status, to see how much taxes you'll end up with before you make a decision. it should be simple.
Huaren
等级大校
威望25
贴子20564
魅力21820
注册时间2005-01-30

星之碎片

只看他

2006-04-03 14:50:00

Resident还是可以拿那5000的免税的。如果他一直是学生身份的话。
Huaren
等级中士
威望1
贴子1135
魅力2162
注册时间2004-12-26

eq

只看楼主

2006-04-03 16:29:00

that sounds our prob is solved. we can just file jointly and use his $5000 as well.


if we use 1040 form, where do you put that $5000? and where should that $3200 (general deduction for each person) go?


for using OPT, what form do you get? W-2 or 1099-misc? an accontant told us that if we have 1099-misc then we will pay more taxes because that form means you are self-imployeed or under contract which is at a higher tax rate. he got 1099-misc for his OPT period. is that something wrong?


thx

Huaren
等级贵宾大校
威望125
贴子23515
魅力28961
注册时间2005-08-20

heavysnow

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2006-04-04 01:02:00

看第一楼如何填$5,000的tax treaty:


http://www.huaren.us/dispbbs.asp?boardid=336&id=182240

Huaren
等级二等兵
威望--
贴子202
魅力452
注册时间2005-01-17

YapYap

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2006-04-06 18:09:00

想问一下, 2005年半年STUDENT半年TEATHER/RESEARCHER, 可不可以同时CLAIM TREATY19和20呀?
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