m******0
发帖数: 20 | 1 LD是10年10月底转的H1B（之前一直是F1，还没到5年），准备file extension成为dual
status，然后今年6月选nonresident spouse treated as resident（我去年一整年都
是F1，还是NR）再file married jointly，这样可以比both NR多要些钱回来，但我有
两个问题：
1. 我们可以各自claim $5000的treaty吗？
2. 我如果treated as resident，需要补交去年的SS and medicare tax吗？
3. 我去年秋天自己交了3个学分大概2500多的学费，可以claim tuition减税吗？用什
么表格？
不胜感激！！！ | a*****a
发帖数: 19262 | 2 LD是10年10月底转的H1B（之前一直是F1，还没到5年），准备file extension成为dual
status，然后今年6月选nonresident spouse treated as resident（我去年一整年都
是F1，还是NR）再file married jointly，这样可以比both NR多要些钱回来，但我有
两个问题：
1. 我们可以各自claim $5000的treaty吗？
if both of you came to US as F1, then you still can claim 5000 treaty.
2. 我如果treated as resident，需要补交去年的SS and medicare tax吗？
No matter how many years you are a student in US, you don't need to pay FICA
taxes, unless you start a OPT and have a job.
3. 我去年秋天自己交了3个学分大概2500多的学费，可以claim tuition减税吗？用什
么表格？
Important question, is 2010 your 6th tax year or 5th tax year?
If it's your 5th tax year, then forget about the eduction credit. The good
thing is you spouse shouldn't pay FICA taxes either as he is still NR Alien.
If it's your 6th tax year, then you can claim deduction. you should get Form
1098-T from the university.
hehe ,give me a baozi if you feel my answer is acceptable. | m******0
发帖数: 20 | 3 Thanks! Baozi will come soon!
a bit confusion still:
3rd item: I came to US in Aug. 07, still on F1/OPT now, but will
choose to be treated as resident for 2010 tax purpose. Why there is
"5-tax year"? I thought as long as I am treated as resident for 2010,
I should be able to claim tuition paid during 2010? Is that right?
dual
都
treaty.
pay FICA
【在 a*****a 的大作中提到】
: LD是10年10月底转的H1B（之前一直是F1，还没到5年），准备file extension成为dual
: status，然后今年6月选nonresident spouse treated as resident（我去年一整年都
: 是F1，还是NR）再file married jointly，这样可以比both NR多要些钱回来，但我有
: 两个问题：
: 1. 我们可以各自claim $5000的treaty吗？
: if both of you came to US as F1, then you still can claim 5000 treaty.
: 2. 我如果treated as resident，需要补交去年的SS and medicare tax吗？
: No matter how many years you are a student in US, you don't need to pay FICA
: taxes, unless you start a OPT and have a job.
: 3. 我去年秋天自己交了3个学分大概2500多的学费，可以claim tuition减税吗？用什
| a*****a
发帖数: 19262 | 4 I see. You husband has H1b and will file 1040 as Resident Alien, then you
should be able to claim the education credits. I suggest you try the credit
(American opportunity credit doesn't apply for graduate program), but the
deduction.
Good luck |
|
