B********s 发帖数: 3610 | 1 我现在是AOS身份上学,做TA,LD在工作,没小孩。请问W4的A,B,C,H该怎么填?需要填T
wo-earns/Multiple Jobs worksheet 么?另外,W4表和US-china关于学生的treaty有关
么? |
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c*********6 发帖数: 858 | 2 我刚刚F1毕业,现在工作。 F1时做RA,今年填了Form 8233,头5000也免税了。
现在OPT期间,要填W4 form,有几个问题:
第5项中:
Total number of allowances you are claiming (from line H above or from the
applicable worksheet on page 2)
这里要填多少啊? 还需要填 5000吗? |
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v****a 发帖数: 550 | 3 我跟楼主的情况类似,但是W4的personal allowance worksheet里我
A. Enter “1” for yourself if no one else can claim you as a dependent
和
B. Enter “1” if You are single and have only one job;
都应该填一。
那么我在line 5那里就不能填1了?
但是我确实又是NRA啊,那么line 5到底填1还是2呢? |
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l****2 发帖数: 41 | 4 加州的Employee's Withholding Allowance Certificate
有三个选项中有两个不会填,Worksheet B 和C的部分。
这里有人知道吗? |
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s****y 发帖数: 21 | 5 Recovery Rebate Credit
If you did not qualify or did not receive the maximum amount for the 2008
economic stimulus payment you may be entitled to a recovery rebate credit
when you file your 2008 tax return. Review the tax return filing
instructions including the recovery rebate credit worksheet. You need to
know the amount of the payment you received in 2008, which can be found on
your Economic Stimulus Payment Notice (Notice 1378). Two online tools on IRS
.gov will be available soon — the Recov |
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h*******t 发帖数: 7 | 6 08年才开始工作的,第一次填这么复杂的税表。谢谢答复~~
line 32,IRA deduction.我现在公司是104K Match,但是我也不知道交了多少钱,大
概有个4000多吧,不知道这里是不是可以减税。我用Worksheet做出来是5000,但是不
知道对不对。麻烦有经验的大大告诉一下。
还是一个问题就是Social Security Tax 被收了2500多,Medicare Tax被收了600,不
知道这部分的钱是不是也可以减税的?
谢谢 |
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x******g 发帖数: 3952 | 7 用1040的worksheet算就是了。
不过既然你已经放了3000DCAP FSA了。剩下好像就没太多可以抵的了。
9000 |
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a******8 发帖数: 75 | 8 我是H1B,LP是H4没有SSN,有一个这里出生的小孩有SSN。
我是按照married filing jointly来填表1040. LP同时申请ITIN,为的只是一个名额的
“特例”,因为没有SSN,我知道她不会拿到那个Recovery Rebate Credit。所以,对
于Line 70, 我们家的Credit应该是600+300=900,没有LP的;但是按照它的
worksheet说明2. Does your tax return include a valid social security
number for you and, if filing a joint return, your spouse? 如果No的话,直接
就是没有资格了,Yes的话,我有,LP没有啊?
到底该怎样填写呢?LP没有SSN会影响我们家拿到这个Credit吗?
那可是损失900啊,加LP的特例好像才给我们多退400,这样是不是还不如按Single填写
的,是吗?
请教了,谢了先! |
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a*******0 发帖数: 18 | 9 1040 Line 70. Use worksheet on pages 62 and 63 of i1040.
600 per adult; 300 per dependent |
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a******8 发帖数: 75 | 10 Recovery Rebate Credit Worksheet—Line 70
5. Enter the amount from Form 1040, line 56 .. . . . . . . . . . . . . . . 0
6. Enter the amount from Form 1040, line 52 . . . . . . . . . . . .........0
7. Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .0
8. Enter $600 ($1,200 if married filing jointly) . . . . . 600
9. Enter the smaller of line 7 or line 8 . . . . . . . . . . . . . . . . . .. .0
19. Enter $300 ($600 if married filing jointly). . . |
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c*********8 发帖数: 10 | 11 很奇怪你们怎么能去claim Recovery Rebate Credit?在Recovery Rebate Credit
Worksheet有这么一项:
4. Were either you or your spouse a member of the U.S. Armed Forces at any
time during 2008?
Yes. Go to line 5.
No. You cannot take the credit. Stop here.
难道你们夫妻两人中有一人是美国军队的一员吗? |
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c*********8 发帖数: 10 | 12 Recovery Rebate Credit Worksheet中有这么一项:
4. Were either you or your spouse a member of the U.S. Armed Forces at any
time during 2008?
Yes. Go to line 5.
No. You cannot take the credit. Stop here.
是不是说这个Recovery Rebate Credit是为美国军人而设的?怎么我看到论坛上很多
XDJM都在说拿这笔钱的事?是不是我的英语太烂,理解有误?请高人指点! |
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c*****r 发帖数: 426 | 13 我和lg08年结的婚, 我F1, lg H1b
所以file 07年的时候,他拿到了600,我没有资格拿
今年我们打算file jointly,这种情况我能claim那600块钱么?
看了worksheet的instruction,还是有点糊涂
thanks! |
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t*s 发帖数: 121 | 14 你是说那个worksheet吗?
我的28项填1200,因为去年拿到了notice 1378。跟27项一减,就是0了 |
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j******o 发帖数: 35 | 15 没有出现在1098上的POINT是否可以申报。
当时交了2K多的DISCOUNT FEE
Points Worksheet - Points
* Topic List
* Forms List
Enter the information for points that were not reported to you on Form 1098.
Points paid and not reported on Form 1098:
Date of loan:
Life of loan (in years): |
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U********n 发帖数: 471 | 16 我们用1040。2007年已经要了1200。2008的1040貌似有recovery rebate,但是
worksheet里没有小孩的一项啊。 |
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U********n 发帖数: 471 | 17 我知道是line 70.但是那个说要用worksheet 来算。我的line 6是1000,line 8,9是
1200, line 12,13,16,17是0.然后从line 18 skip到22也是1200。这样下来26,28都是
1200,27, 29就是0了.
是line 16填错了吗? |
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s*****e 发帖数: 3954 | 18 there is 1 line in the worksheet : multiply the number of qualifying
children by 300.. |
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b**t 发帖数: 89 | 19 看看我的情况,大家有没有同样情况的。
对于Form 1040的line 52中Child tax credit, 按照instruction
page 43 worksheet, 在line 4就stop了,说may be able to take
the "additional child tax credit", 要填Form8812来算.
最后,从Form 8812中算下来,还是应该拿$1000 的additional
tax credit, 填在Form 1040的line 66中。
真是搞不懂为什么不在line 52就填上,非要再弄个F8812来填?
大家有宝宝的,有同样经历的吗?
谢谢! |
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m****m 发帖数: 2211 | 20 回答一个技术问题攒RP,如果有价值请斑竹mark
是通过一个Recovery Rebate Credit Worksheet计算得到
简单来说是这样的,不包含特殊情况
一个人
如果你08年收入AGI<=75000,就是600
否则,就是600-(AGI-75000)*0.05
两个人
如果你08年收入AGI<=150000,就是1200
否则,就是1200-(AGI-150000)*0.05 |
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h*********n 发帖数: 915 | 21 【 以下文字转载自 SanFrancisco 讨论区 】
发信人: heavyburden (nothing), 信区: SanFrancisco
标 题: 问几个无孩双职工报税的问题
发信站: BBS 未名空间站 (Sat Mar 7 21:01:35 2009)
1. W4,第三栏,该选Married but withhold at higher single rate吗?
2. W4第二页,Two-Earners Worksheet,第二栏查出来是14,第七栏查出来是1020。这
样第八栏说要再多扣$13260的税。那两个人的W4是一样的,岂不是要再多扣双倍?总觉
得不太可能。
有给出正确解释的,包子送上。 |
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l*******n 发帖数: 340 | 22 I second this. You don't count your CA income when you prepare NC return.
Vice versa, you don't count your NC income when you prepare CA return.
These usually are made through some worksheet.
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
I don't think you will get tax credits like what 大肥 wrote below.
________________________________________________ |
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l*******n 发帖数: 340 | 23 1. File jointly is OK. It is better in most cases as you will get a lower
tax rate.
2. If you filed jointly on federal return, you must file the CA and NC state
returns jointly (states require the filing status the same as your federal)
. Complete Non-resident/part-year resident worksheet on NC return
instruction page 12, CA (540NR) Non-resident/part-year resident form. This
will ajust your federal taxable income to your state taxable income which
will only include one person's income on each |
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l*******g 发帖数: 2539 | 24 看1040 instruction 15页, test1说支持了可以claim成dependent的父母。我父母倒
是在这边,但是不到180天,不能claim dependent。
test2 说支持了可以claim成dependent的其他人,但是不包括自己小孩。
如果填married file separately,看1040 instruction 62页,worksheet的第三个问
题。 |
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A***a 发帖数: 3603 | 25 会不会有罚款,你在填1040表的时候就知道了.按照1040表instruction填应交的钱,当超
过一定钱数时.1040会让你不单纯填差额,还要加罚款.看你的instuction那行,写的很清
楚.
填表的时候,不是光一张表,加加减减,应该照着instruction 逐行的填,因为有的地方会
有另外的worksheet. |
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c***u 发帖数: 190 | 26 只有短期受益. shedule D上填完16后, 迷糊了. line 18 好像事long term gain的事.
19 跟短期也没关系. 我绕来绕去, 到schedule D Tax worksheet, 好像不要报股票受
益税了.
望达人指点迷津.
谢谢
. |
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y****e 发帖数: 84 | 27 一个是ssn,一个是itin就不行了?
我是看1040 inst里62页的worksheet里第二个问题问的:Does your tax return
include a
valid social security number for you and, if filing a joint return, your
spouse?
如果回答no,那么不是military的人的话就俩人都拿不了rebate了
恳请高人指点 |
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n*****g 发帖数: 274 | 28 那里有个worksheet,算算要不要填上年州税推的钱。 |
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s1 发帖数: 205 | 31 在算IRA deduction worksheet 时的有一问“was your spouse covered by a retirement plan", LD 12月开始工作的,只有这个月有 401k。 以前11个月都没有。LD是cover by a retirement plan还是不cover?
xiexie! |
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l********4 发帖数: 683 | 32 仔细看看1040 instructions 第62页的worksheet。这里没需要你老婆一定得有SSN. |
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s******t 发帖数: 194 | 33 how to work it out on the worksheet in page 62? |
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A***a 发帖数: 3603 | 34 完全看你的收入,这两个有一个会更有利或者收入高就不可以享受credit.
1040instructions booklet 有让你填8917还是8863(不太记得了)好像还有一个
worksheet来算哪个更好. tax软件自动帮你算出来. |
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m******s 发帖数: 1494 | 35 70 不能随便填, 有个worksheet , 你的算
有娃退税至少能赚1000吧 |
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t*******9 发帖数: 33 | 37 1040 Schedule A if you not use standard deductions
State and Local General Sales Tax Deduction Worksheet—Line 5b
7. Enter your state and local general sales taxes paid on specified items, if any (see page A-5 of the
instructions) |
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D*********l 发帖数: 493 | 38 还能要回来不?
If line 38 is $117,300 or less, multiply $3,400 by the total number of
exemptions claimed on line
6d. If line 38 is over $117,300, see the worksheet on page 33 |
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c********r 发帖数: 82 | 40 买了mutual fund, 但没有卖. Unrecaptured Section 1250 Gain 只有0.37刀. 用添
schedule D 吗? 07年用TruboTax做的,也有0.3的Unrecaptured Section 1250 Gain,软
件就只用了Qualified Dividends and Capital Gain Tax Worksheet. 今年看了
Schedule D的说明,好像只要Unrecaptured Section 1250 Gain不为零就要Schedule D?
对于我这情况,两种方法有区别吗? |
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E*******9 发帖数: 152 | 41 From page22, i understood:
the reason why we got 1099-G is because that we did not itemize deductions
last time.
and from the worksheet, it seems that the refund is not taxable.
could I just leave Line 10 empty? how do i itemize deduction this time?
多谢指教啦!!! |
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t******g 发帖数: 10390 | 42 如果税表上gross income还是earned income少于一定的钱数,大概15000吧,就不能要任
何Child credit了.你如果联邦税全免了就很可能就落入这个范围了.不能要了.
1040 intruction里的关于Child credit有几页说明,有worksheet可以一步一步判断. |
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n**p 发帖数: 1150 | 43 3.
Support Test can be found at IRS publication 17, Worksheet 3-1 |
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c********k 发帖数: 222 | 44 That's ADDITIONAL CHILD TAX CREDIT. It's different with Child Tax Credit.
And also, Additional Child Tax Credit doesn't mean you can get money for
every additional child. You have to use the worksheet to see if you're
eligible.
refund |
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J***g 发帖数: 853 | 45 请问我想要的功能是IB下:
Worksheet for Form 8949 .csv文件转.txf。原因是IB不提供txf文件给Turbo Tax
import。
请问你的软件能做到么?谢谢。 |
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z****n 发帖数: 37 | 46 去年10从F1变成H1,我应该符合 dual-status alien,可以申请 first year choice,
填1040表格.
在1040表格 40a 这一栏standard deduction,1040, pg. 36,我看到这么一句话
Do not complete this worksheet if you checked the box on line 39b; your
standard deduction is zero.
而standard deduction 是5700 single, 11400 married。
请问,dual-status alien 这种情况怎么申报deductions? |
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n*****e 发帖数: 526 | 47 在form1040NR-EZ中的Itemized Deductions Worksheet—Line 11中,1. Enter the
amount of state and local income taxes you paid or that were withheld from
your salary in 2009是指交的联邦税还是州税?这是报联邦税,我觉得应该填联邦税
,但是为什么说state and local income taxes you paid?
谢谢 |
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r****n 发帖数: 163 | 49 我都用turbotax三年了, 好像还不错。
借宝地一问:我想claim 父母作为dependent, turbotax 的dependent worksheet上要
求给SSN, 没有地方填W7表, 怎么办? |
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H*********8 发帖数: 75 | 50 http://www.irs.gov/pub/irs-pdf/f8812.pdf
以前作为non dependent claim child tax credit 用的是8901 form。 现在是不是换
成8812 form 了?
我看这个8812上面写了1040NR
1040NR filers: Enter the amount from line 6 of your Child Tax Credit
Worksheet (see the Instructions for Form 1040NR, line 47).
大侠门帮忙看看, 这是说NR F1 还可以申请这个child tax credit 吧? 谢谢 |
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