l******r
发帖数: 99 | 1 我以前一直以为能报，昨天去了local的IRS tax office。问了税务官，澄清的我的几
个知识误区。而且才知道像我父母的这种情况，是不能报联邦税的。
1. 父母如果没有美国绿卡或是美国公民，只是持有B2签证的话，如果是来自几个国家
像加拿大等等，是符合条件的。如果父母的护照是来自中国的话，又持有B2 visa，是
不符合条件的。
2. 另外一个183天的问题。父母不需要在美国待满183天也能符合报税的条件，只要符
合上面那个条件。而且你有证明你寄钱回国去支持父母的生活，就可以。
3. 为什么我们在报税的时候，把父母的ITIN申请同时交上去也能得到批准。是因为税
务官假定你是知道以上两个规定的。如果申请了父母的税号而且也用来做到自己的Fed
Tax Return的话，IRS照样会按照你申请的情况来处理。但是IRS保留了audit的权利。
申请绿卡时，如果要submit过去三年的Tax Return的话，也会有风险。
情况就是这些，大家仁者见仁，智者见智吧。 |
N*****1
发帖数: 404 | 2 我每年都找会计师保税呀，她很专业，每次都问我有没有老人，只要多于183天，一人
就可以多退1000的税。 |
l******r
发帖数: 99 | 3 能拿到退税不代表就是合法的。税务官和会计师之间有分歧的话，我听税务官的。
我不是给诸位泼冷水，只是希望大家不要把错误当真理。 |
s******g
发帖数: 654 | 4 Risk your tax return for small amount of money is not a good idea.
Publication 501 page 11 shows:
· You cannot claim any dependents if you, or your spouse if filing jointly,
could be claimed as a dependent by another taxpayer.
· You cannot claim a married person who files a joint return as a dependent
unless that joint return is only a claim for refund
and there would be no tax liability for either spouse on separate returns.
· You cannot claim a person as a dependent unless that person is a U.S |
s******g
发帖数: 654 | 5 If your parents are US resident alien, they have to report their worldwide
income. They are subject to US income tax. That's the rule says.
Per publication 54:
If you are a U.S. citizen or resident alien, your worldwide income generally
is subject to U.S. income tax, regardless of where you are living. Also,
you are subject to the same income tax filing requirements that apply to U.S
. citizens or resident aliens living in the United States. |
l******r
发帖数: 99 | 6 That's exactly what the IRS official told me. My parent didn't fall in any
of those categories. |
a****1
发帖数: 306 | 7 不是住183天就算resident alien吗？ |
a****r
发帖数: 1486 | 8 想想F1为啥5年後才能按resident报税
【在 a****1 的大作中提到】
: 不是住183天就算resident alien吗？
|
t**s
发帖数: 156 | 9 并非所有的resident alien（也包括公民)都需要报税。pub501规定如果收入低于$$$$$
， 则无需报税. 我想大部分的父母收入都达不到这一标准。
worldwide
generally
.S
【在 s******g 的大作中提到】
: If your parents are US resident alien, they have to report their worldwide
: income. They are subject to US income tax. That's the rule says.
: Per publication 54:
: If you are a U.S. citizen or resident alien, your worldwide income generally
: is subject to U.S. income tax, regardless of where you are living. Also,
: you are subject to the same income tax filing requirements that apply to U.S
: . citizens or resident aliens living in the United States.
|
t**s
发帖数: 156 | 10 f1不能算为resident alien 是应为f1属于exempt individual 之一. b1/2 不属于这一
范围。请参考topic 851
【在 a****r 的大作中提到】
: 想想F1为啥5年後才能按resident报税
|
|
|
f*******3
发帖数: 18 | 11 想问大家，你都找哪一位报税专家呢？可否留一个联系方式。我也想找一位可靠的。谢
谢！我在Sunnyvale 地区。 |
l******r
发帖数: 99 | 12 我以前一直以为能报，昨天去了local的IRS tax office。问了税务官，澄清的我的几
个知识误区。而且才知道像我父母的这种情况，是不能报联邦税的。
1. 父母如果没有美国绿卡或是美国公民，只是持有B2签证的话，如果是来自几个国家
像加拿大等等，是符合条件的。如果父母的护照是来自中国的话，又持有B2 visa，是
不符合条件的。
2. 另外一个183天的问题。父母不需要在美国待满183天也能符合报税的条件，只要符
合上面那个条件。而且你有证明你寄钱回国去支持父母的生活，就可以。
3. 为什么我们在报税的时候，把父母的ITIN申请同时交上去也能得到批准。是因为税
务官假定你是知道以上两个规定的。如果申请了父母的税号而且也用来做到自己的Fed
Tax Return的话，IRS照样会按照你申请的情况来处理。但是IRS保留了audit的权利。
申请绿卡时，如果要submit过去三年的Tax Return的话，也会有风险。
情况就是这些，大家仁者见仁，智者见智吧。 |
N*****1
发帖数: 404 | 13 我每年都找会计师保税呀，她很专业，每次都问我有没有老人，只要多于183天，一人
就可以多退1000的税。 |
l******r
发帖数: 99 | 14 能拿到退税不代表就是合法的。税务官和会计师之间有分歧的话，我听税务官的。
我不是给诸位泼冷水，只是希望大家不要把错误当真理。 |
s******g
发帖数: 654 | 15 Risk your tax return for small amount of money is not a good idea.
Publication 501 page 11 shows:
· You cannot claim any dependents if you, or your spouse if filing jointly,
could be claimed as a dependent by another taxpayer.
· You cannot claim a married person who files a joint return as a dependent
unless that joint return is only a claim for refund
and there would be no tax liability for either spouse on separate returns.
· You cannot claim a person as a dependent unless that person is a U.S.
citizen, U.S. resident alien, U.S. national, or a
resident of Canada or Mexico, for some part of the year.1
· You cannot claim a person as a dependent unless that person is your
qualifying child or qualifying relative. |
s******g
发帖数: 654 | 16 If your parents are US resident alien, they have to report their worldwide
income. They are subject to US income tax. That's the rule says.
Per publication 54:
If you are a U.S. citizen or resident alien, your worldwide income generally
is subject to U.S. income tax, regardless of where you are living. Also,
you are subject to the same income tax filing requirements that apply to U.S
. citizens or resident aliens living in the United States. |
l******r
发帖数: 99 | 17 That's exactly what the IRS official told me. My parent didn't fall in any
of those categories. |
a****1
发帖数: 306 | 18 不是住183天就算resident alien吗？ |
a****r
发帖数: 1486 | 19 想想F1为啥5年後才能按resident报税
【在 a****1 的大作中提到】
: 不是住183天就算resident alien吗？
|
t**s
发帖数: 156 | 20 并非所有的resident alien（也包括公民)都需要报税。pub501规定如果收入低于$$$$$
， 则无需报税. 我想大部分的父母收入都达不到这一标准。
worldwide
generally
.S
【在 s******g 的大作中提到】
: If your parents are US resident alien, they have to report their worldwide
: income. They are subject to US income tax. That's the rule says.
: Per publication 54:
: If you are a U.S. citizen or resident alien, your worldwide income generally
: is subject to U.S. income tax, regardless of where you are living. Also,
: you are subject to the same income tax filing requirements that apply to U.S
: . citizens or resident aliens living in the United States.
|
|
|
t**s
发帖数: 156 | 21 f1不能算为resident alien 是应为f1属于exempt individual 之一. b1/2 不属于这一
范围。请参考topic 851
【在 a****r 的大作中提到】
: 想想F1为啥5年後才能按resident报税
|
f*******3
发帖数: 18 | 22 想问大家，你都找哪一位报税专家呢？可否留一个联系方式。我也想找一位可靠的。谢
谢！我在Sunnyvale 地区。 |
L**T
发帖数: 74 | 23 这里面的resident alien是resident alien for tax purpose还是immigration law下
所谓的resident alien呢？也就是绿卡。
如果是resident alien for tax purpose,那在美国呆满183天的父母就要向美国报
worldwide income?!
worldwide
generally
.S
【在 s******g 的大作中提到】
: If your parents are US resident alien, they have to report their worldwide
: income. They are subject to US income tax. That's the rule says.
: Per publication 54:
: If you are a U.S. citizen or resident alien, your worldwide income generally
: is subject to U.S. income tax, regardless of where you are living. Also,
: you are subject to the same income tax filing requirements that apply to U.S
: . citizens or resident aliens living in the United States.
|
S**I
发帖数: 15689 | 24
resident alien for tax purpose; GC holder is officially called as "Lawful
Perman
ent Resident" (LPR)
yes
【在 L**T 的大作中提到】
: 这里面的resident alien是resident alien for tax purpose还是immigration law下
: 所谓的resident alien呢？也就是绿卡。
: 如果是resident alien for tax purpose,那在美国呆满183天的父母就要向美国报
: worldwide income?!
:
: worldwide
: generally
: .S
|
c***m
发帖数: 302 | |
h***l
发帖数: 13 | 26 I have to say the IRS staff is wrong. I've gone through the same process at
local IRS and was not told the info you provided. I've also been dealing
with government staff and always get conflicting/opposite answers when I ask
the same question.
To pass substantial presence test (183 days rule)
http://www.irs.gov/businesses/small/international/article/0,,id
it does not have the "regulations" you mentioned. Either IRS staff is wrong,
or IRS needs to update its 1040 instructions. |
k********6
发帖数: 175 | 27 1040的instructions是非常straight forward的，不要以中国人聪明的头脑来解释
如果需要IRS解释，请给IRS打电话，ask for a tax expert，IRS local office没有足
够的能力和解释权
不要为了退税把问题复杂化，individual audit的可能性不大，但是万一被audit会相
当麻烦 |
b*******h
发帖数: 2585 | 28 楼主错了
按照公式计算，住满183天，就是居民。F1学生除外。 |
