t*********c
发帖数: 92 | 1 Hello!
my friend is changing her status from J2 to H1B, can she have a tax
deduction for application fee of changing from J2-H1B on her tax return?
What about the college tuition she pays for her son?
thank you! |
S**I
发帖数: 15689 | 2
no
yes
【在 t*********c 的大作中提到】
: Hello!
: my friend is changing her status from J2 to H1B, can she have a tax
: deduction for application fee of changing from J2-H1B on her tax return?
: What about the college tuition she pays for her son?
: thank you!
|
t*********c
发帖数: 92 | 3 Thank you! but I found another answer for Q#2 from the irs website
here is it(see below), I guess my friend can't deduct the college tuition
she pays for her son since she is holding a H1B status and is married filing
separately. Welcome for response if anybody find me wrong.
*******************
Who Cannot Claim the Deduction
You cannot claim the tuition and fees deduction if any of the following
apply.
*
Your filing status is married filing separately.
*
Another person can claim an exemption for you as a dependent on his or
her tax return. You cannot take the deduction even if the other person does
not actually claim that exemption.
*
Your modified adjusted gross income (MAGI) is more than $80,000 ($160,
000 if filing a joint return).
*
You (or your spouse) were a nonresident alien for any part of 2009 and
the nonresident alien did not elect to be treated as a resident alien for
tax purposes. More information on nonresident aliens can be found in
Publication 519, U.S. Tax Guide for Aliens.
*
You or anyone else claims an American opportunity, Hope, or lifetime
learning credit in 2009 with respect to expenses of the student for whom the
qualified education expenses were paid.
【在 S**I 的大作中提到】
:
: no
: yes
|
S**I
发帖数: 15689 | 4 Do you notice the last one? She can choose to claim American opportunity,
Hope, or lifetime learning credit instead of tuition and fees deduction.
Depending on her tax bracket, the former option could be better.
filing
or
does
160,
and
the
【在 t*********c 的大作中提到】
: Thank you! but I found another answer for Q#2 from the irs website
: here is it(see below), I guess my friend can't deduct the college tuition
: she pays for her son since she is holding a H1B status and is married filing
: separately. Welcome for response if anybody find me wrong.
: *******************
: Who Cannot Claim the Deduction
: You cannot claim the tuition and fees deduction if any of the following
: apply.
: *
: Your filing status is married filing separately.
|
t*********c
发帖数: 92 | 5 I don't think she is qualify to claim the education credit since she is
married filing separately and is a nonresident alien. Happy New Year!<*_*>
【在 S**I 的大作中提到】
: Do you notice the last one? She can choose to claim American opportunity,
: Hope, or lifetime learning credit instead of tuition and fees deduction.
: Depending on her tax bracket, the former option could be better.
:
: filing
: or
: does
: 160,
: and
: the
|
S**I
发帖数: 15689 | 6 she's changing her status to H-1B, so she could be resident alien.
*>
【在 t*********c 的大作中提到】
: I don't think she is qualify to claim the education credit since she is
: married filing separately and is a nonresident alien. Happy New Year!<*_*>
|
t*********c
发帖数: 92 | 7 but she is a married filing separately which disqualifies her for any credit
she can claim. =)
【在 S**I 的大作中提到】
: she's changing her status to H-1B, so she could be resident alien.
:
: *>
|
S**I
发帖数: 15689 | 8 married filling seperately qualifies for lifetime learning credit.
credit
【在 t*********c 的大作中提到】
: but she is a married filing separately which disqualifies her for any credit
: she can claim. =)
|
t*********c
发帖数: 92 | 9 you didn't read the tax closely, check the irs publication 970 tax benefit
for education,who can not claim the credit-MARRIED FILING SEPARATELY. =0
【在 S**I 的大作中提到】
: married filling seperately qualifies for lifetime learning credit.
:
: credit
|
