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F1 joint 报税的问题
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2007-03-30 11:35:00
太感谢了，这就放心了
meggiejin mm 真是个大好人呀
是不是我只需要填1040和8863表，连8833都不用了。我的w2表的收入是已经扣除掉5000刀的treaty的了。
我帮忙回答吧。填1040和8863就可以了。8833可以不用填，但是在1040上那个-5000的需要说明。(us-china treaty, exempt income for xxx). 关于8863，是不是你lg上学自己交学费啊，要看你们的1098-T了。可是你lg是F2不能上学啊？如果你lg是F1，他可以享受5000的treaty的。
另外如果你w2上wage/salary已经是扣除5000刀的，就不能再在line 21上填-5000了。mm是不是有1042s呢？
[此贴子已经被作者于2007-3-30 11:37:31编辑过]
我有1042-S，但是那5000刀已经在W-2里扣除掉了。这样连1040里的-5000也不用填了吧。
劳工是F-2转成F-1的，不能享受那5000刀的treaty了。去年的时候他没有奖学金，我们需要自己交学费，再加上我自己也需要交些学费，两个人加起来有小6000刀的学费了。
谢谢mm的回复。我不打算填8833了，直接把1042-S跟税表一起寄出去得了。
you are filing 1040 (married filing jointly)
since 5000刀已经在W-2里扣除掉了, then just mail your 1042-S with the tax form 1040.
on line 7, add your husband's wages, salaries (on his w2) and your wages, salaries (on your w2).
line8a taxable interest. (if you file 1040, the interest you earned needs to report. check 1099-int that the banks sent you.)
line 21, nothing.you don't need to fill 8833.
line 40 10300.
line 42 6600.
line 50 education credits. (check 1098-t, attach form 8863) [the tuition your husband paid should be counted. but the tuition you paid may not be eligible if the scholarship you received is GREATER than the tuition+fees you paid for 2006.]
line 64 tax withheld (check w-2 and 1099, some banks will withheld tax for interest for you. if so, add the number to the tax withheld that's shown on w-2)
line 71 $40 (for 2 exemptions, standard amount)
so in the envelop you need to put in 1) 1040 2) 8863 3) w-2 (your husband's and yours) 4) your 1042-S.
这个credit是resident alien 就也可以claim的吧。我查了下pub 970，２０页上有个flow chart，是check education credit的eligibility的。我的理解是只有nonresident alien又没有选择作为resident alien才不可以claim。
you are correct. only resident alient (for tax purpose) can claim education credit. There's no line on 1040NR for education credit anyway.
到底了
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