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<FONT color=#44BB44 size=2><STRONG>『08年报税季节活动』resident</S
10万+
1686
2009-02-21 10:03:00
再问万能的华人MM们:
我和LG联合报的联邦税,我们分住两个州,都允许在联邦税合报的情况下州税报Married Filing Separately. 头大的是:
1) LG是F1, 和我合报才算resident, 那我们州税还可以Married Filing Separately吗?
2) 如果州税分开报,是不是我们就各报各的,谁也不理谁了?跟single一样?
1) you can still file tax separately for state tax
2) you can't file state tax as single, should be "married filing separately". They have different tax treatement than single
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[此贴子已经被icyscorpio于2009-2-22 10:01:36编辑过]
看到这个帖子比较热闹在讨论报税的事情，我们今年事情太多，所以打算请cpa帮忙做了，请这里的姐妹推荐一下纽约，新泽西这里信得过的firm. 或者这个帖子里有热心的几位mm一直在解答问题的，你们也可以推荐自己和自己所在的firm. 谢谢了！ 另外想请教一下大约的合理费用。 我们的case应该是不复杂的，夫妻2人都是普通h1b,没有房贷无孩子，有股票投资，其他没特殊情况了，这样的话一般cpa应该收取多少的费用呢？
I know my friend has a Chinese CPA firm working on his tax filing in D.C (they have a very simple small business), they pay about $250
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[此贴子已经被icyscorpio于2009-2-22 23:08:55编辑过]
2008年夏天毕业工作，全年一直是F1（后半年opt）来美6年以上，按resident ailen抱税，现有学校工作单位两份w2，两个州分别报州税，问题是：
1。报联邦税 1040 file 一份对吧？
2。AGI 把两份 w2 上的加起来就行了八？
3。报州税时候 AGI 填两个 w2 的总和还是填在那个州的 w2 上的 AGI?
谢谢路过的大虾！
I agree with Dancingmiumiu's answer, but just want to add that for the state tax forms, you might need to decide whether you are partial resident or not depending on whether you have stay in the state long enough. If you use tax software, they should select it for you.
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[此贴子已经被icyscorpio于2009-2-22 23:12:23编辑过]
请教高手两个问题:
(1) 退税的时候还会退ssn和medical tax吗？比如说，按Resident报税，每个人有大概$3000的deduction,这$3000的联邦税会退回来，相应的ssn和medical tax呢？
(2) 对于家里的小宝宝，除了$3000的deduction, 还有其他选项能省税吗（比如说daycare）？
谢谢
The only time you can get some of your SSN tax back is when you changed jobs in 2008 and your combined SSN tax is withdrawn too much.
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[此贴子已经被icyscorpio于2009-2-24 0:46:14编辑过]
请教下报跨州搬家州税：
我和LG联邦税合报。我去年10月底从搬到了GA，在GA有两个月的收入并缴了州税，LG还在IL。我应该算两个州的part-year resident，向两个州分别报税吗？还是算IL的resident，只向IL报税？我和LG还可以合报州税吗？
我知道政府的网站上有具体信息，可是看不懂啊
You and your husband can still file IL state tax together, but you need to file partial year for GA
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[此贴子已经被icyscorpio于2009-2-24 0:56:51编辑过]
是可以自己选择用哪个表，还是有什么限制条件啊？多谢了！
Generally spreaking, it is better to take credits (form 8863) than tuition & fee deduction (form 8917). You will need to calculate both to see which one you have the most benefit
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[此贴子已经被icyscorpio于2009-2-24 0:57:11编辑过]
有朋友告诉我, 如果今年要给小孩矫正牙齿, 最好先把钱拿出来存在health flexible account, 这样明年报税时可以省一些钱, 是不是这样的呢?
Health flexible account is pre-tax withholding and you can use this pre-tax money to pay your child's dentist costs. So your taxable income is reduced by this amount, you pay less tax.
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[此贴子已经被icyscorpio于2009-2-24 0:57:35编辑过]
想请教
税的条款里到底有那些部分是15万以下能拿到，15万以上拿不到了的？
You are not able to claim eduction credits, child credit, your itemized deduction will be phased out and you might hit AMT, if that is the case, your dependants deduction will be phased out too.
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[此贴子已经被icyscorpio于2009-2-24 0:58:00编辑过]
我有个关于申报父母为dependent的问题。他们在时想带他们去申请税号，结果IRS的人说要等到报2008年税时连W7和税表一起寄出去。这样我就不能E-file了，因为他们没有税号。我用taxcut试了一下，输了个莫须有的号，倒是给我算dependent了。我可不可以就用这个，打出来，然后把有他们号的地方涂掉。还是得先按没有他们当dependent的报，然后等IRS给纠正啊？
还有，以前一直都是e-file，所以问个弱智的问题，如果邮寄的话，是不是所有的W2和1099，还有什么property tax 和mortgate interest的单子都得附上呀？
谢谢楼上热心的姐妹们耐心的解答，看着跟着学习了很多知识。
To apply for tax ID, you can try to open a banking savings account for your parents, and then send the banking statements and the required passport information to IRS, they should give you the tax IDs for your parents
Paper filing only needs to attach w2
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[此贴子已经被icyscorpio于2009-2-24 0:59:15编辑过]
1.请问专利的royalty是不是在SCHEDULE E上面报？我是报1040表的。
2. 我也是今年准备替父母申请itin，那么是不是只要寄出irs的各种表格（1040， schedules,formxxx)就可以，像上面的几位回答的，除了mortgage, property tax不用寄出，是不是其他daycare的copy， charity的copy等等都不用寄出？
For your 2), you need to keep the mortgage, property tax and all the other supporting documents with you (sending w2 with tax return) for at least 3 years in case of tax audits
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[此贴子已经被icyscorpio于2009-2-24 1:01:13编辑过]
到底了
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