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夏日终年
OPT年中转H1B, tax treaty还能用吗?
10490
9
2015-03-13 00:02:26
2014年6月由OPT转H1B,现在要以resident alien的身份报税。已经收到了1042-S表。我还符合$5000的减免吗?是不是我2014上半年的收入符合?
TurboTax好像不能填1042-S表,找了一圈没找到解决方法。难道今年报税全要自己计算吗?T_T
我有IRA提前取出的钱和股票收益,Form 1040A是不是包括这两项?还是要用1040?
谢谢!
TurboTax好像不能填1042-S表,找了一圈没找到解决方法。难道今年报税全要自己计算吗?T_T
我有IRA提前取出的钱和股票收益,Form 1040A是不是包括这两项?还是要用1040?
谢谢!
hmm,貌似找到解决方法了。系统不准删帖....
回复 [url=http://forums.huaren.us/showtopic.aspx?topicid=1794351&postid=66722258#66722258]5楼treepose的帖子[/url]
大神,膜拜!
方案2我有点不明白。taxable income不是W2减去1042S吗?如果像你说的先加再减不就等于没减吗?在turbotax上查到只说other income -5000。填好打印出来后直接显示的是wage里少了5000,other income栏什么都没显示,不知道是不是turbotax系统的问题。希望IRS看得懂..........................
还有个问题想请教一下,8833表里问“List the provision(s) of the limitation on benefits article (if any) in the treaty that the taxpayer relies on to prevent application of that article”.这里是不是填examption to saving clause
其实我还是没搞清楚是不是收到了1042S,就说明我一定符合tax treaty 的条件?8833最后一项是Explain the treaty-based return position taken.网上找到的模板是“I am claiming exemption of $5000 wage under the U.S./China Treaty Article 20(c). This treaty has an "exception to the saving clause", which allows treaty benefits even if the tax payer is eligible to file as a resident alien for tax purposes and they treaty eligibility period has not expired." 我满足"exception to the saving clause"吗?和我title是researcher有关系吗
大神,膜拜!
方案2我有点不明白。taxable income不是W2减去1042S吗?如果像你说的先加再减不就等于没减吗?在turbotax上查到只说other income -5000。填好打印出来后直接显示的是wage里少了5000,other income栏什么都没显示,不知道是不是turbotax系统的问题。希望IRS看得懂..........................
还有个问题想请教一下,8833表里问“List the provision(s) of the limitation on benefits article (if any) in the treaty that the taxpayer relies on to prevent application of that article”.这里是不是填examption to saving clause
其实我还是没搞清楚是不是收到了1042S,就说明我一定符合tax treaty 的条件?8833最后一项是Explain the treaty-based return position taken.网上找到的模板是“I am claiming exemption of $5000 wage under the U.S./China Treaty Article 20(c). This treaty has an "exception to the saving clause", which allows treaty benefits even if the tax payer is eligible to file as a resident alien for tax purposes and they treaty eligibility period has not expired." 我满足"exception to the saving clause"吗?和我title是researcher有关系吗
都没有类似情况的已经报过税的童鞋吗
回复 [url=http://forums.huaren.us/showtopic.aspx?topicid=1794351&postid=66752779#66752779]9楼treepose的帖子[/url]
非常感谢!
W2确实已经扣除$5000了
有问题的朋友可以看看这两个网页
[url=http://www.irs.gov/pub/irs-trty/china.pdf]http://www.irs.gov/pub/irs-trty/china.pdf[/url]
[url=http://www.irs.gov/publications/p519/ch09.html]http://www.irs.gov/publications/p519/ch09.html[/url]
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