s*******u
发帖数: 241 | 1 I came to the US as J-1 scholar in Sept 09, and I changed to H-1B on 10/3/
2011.
I filed 1040NR-EZ for 2009 and 2010.
For 2011, I was J-1 till 09/30. SO my questions are:
1) Should my federal tax still be exempt for the J-1 part?
2) Was I still non-resident alien?
I read that as J-1 scholar, the exempt from the "substantial presence test"
is only for the first 2 CALENDAR year -- so in my case 2009 (115 days) and
2010 (350 days).
I also read something about the first year resident, and I might be able to
file as NR one last time. So I am very confused now, really hoping someone
in the field or with experience can help me with this...
Thank you thank you!! |
r****a
发帖数: 3249 | 2 1) you J1 tax treaty is still valid.
2) you are resident for tax year 2011.
"
to
【在 s*******u 的大作中提到】
: I came to the US as J-1 scholar in Sept 09, and I changed to H-1B on 10/3/
: 2011.
: I filed 1040NR-EZ for 2009 and 2010.
: For 2011, I was J-1 till 09/30. SO my questions are:
: 1) Should my federal tax still be exempt for the J-1 part?
: 2) Was I still non-resident alien?
: I read that as J-1 scholar, the exempt from the "substantial presence test"
: is only for the first 2 CALENDAR year -- so in my case 2009 (115 days) and
: 2010 (350 days).
: I also read something about the first year resident, and I might be able to
|
s*******u
发帖数: 241 | 3 I only thought about this after hving finished filling my old 1040NR-EZ.. So
, it's good I asked! Thanks Rowena! I heard i had to fill form 8833 or
something like that, right? |
r****a
发帖数: 3249 | 4 if u dont have 1042-S (mailed from your school), use 8833 to claim treaty.
So
【在 s*******u 的大作中提到】
: I only thought about this after hving finished filling my old 1040NR-EZ.. So
: , it's good I asked! Thanks Rowena! I heard i had to fill form 8833 or
: something like that, right?
|
s*******u
发帖数: 241 | 5 I never had 1042-S....W-2 + 1040NR-EZ worked ok for me in the past 2 years.
So for me, its 1040-EZ + 8833? 8833 looks a little daunting though..
Thanks again!
【在 r****a 的大作中提到】
: if u dont have 1042-S (mailed from your school), use 8833 to claim treaty.
:
: So
|
r****a
发帖数: 3249 | 6 只有你来自学校J1的收入才享受treaty. 和你公司的收入无关。
whether it is 1040EZ or 1040A or 1040, it depends on your sources of incomes
and deductions. Check irs.gov which one fits you best.
【在 s*******u 的大作中提到】
: I never had 1042-S....W-2 + 1040NR-EZ worked ok for me in the past 2 years.
: So for me, its 1040-EZ + 8833? 8833 looks a little daunting though..
: Thanks again!
|
s*******u
发帖数: 241 | 7 i realized it after I posted it.. .so i changed my previous reply.. sorry
about that
i think i use EZ. But one question, for 1040EZ line 1 (total income),should
i just report the one from my H-1B? or i should also add the part from my
previous J-1? and write a note about 8833?
Thanks.
incomes
【在 r****a 的大作中提到】
: 只有你来自学校J1的收入才享受treaty. 和你公司的收入无关。
: whether it is 1040EZ or 1040A or 1040, it depends on your sources of incomes
: and deductions. Check irs.gov which one fits you best.
|
r****a
发帖数: 3249 | 8 Your J1 income is going to be exempted by treaty which is explained in
attched 8833.
J1 income is 100% exempted. so I think only put your company income to
1040EZ.
Do write a note aside about 8833.
should
one from my H-1B? or i should also add the part from my
【在 s*******u 的大作中提到】
: i realized it after I posted it.. .so i changed my previous reply.. sorry
: about that
: i think i use EZ. But one question, for 1040EZ line 1 (total income),should
: i just report the one from my H-1B? or i should also add the part from my
: previous J-1? and write a note about 8833?
: Thanks.
:
: incomes
|
s*******u
发帖数: 241 | 9 Thank you soo much! You are the best!
【在 r****a 的大作中提到】
: Your J1 income is going to be exempted by treaty which is explained in
: attched 8833.
: J1 income is 100% exempted. so I think only put your company income to
: 1040EZ.
: Do write a note aside about 8833.
:
: should
: one from my H-1B? or i should also add the part from my
|
a********d
发帖数: 195 | 10 大牛啊，借贴问一下，麻烦解答一下，谢谢.
我是09 （j1 330天），10 （j1 180天；f1 180天）11 （f1 全年）
f1中没有5000的treaty可以签，因为之前j1的缘故。j1是scholar，不是学生。
请问11年可以报resident了么？谢谢。
【在 r****a 的大作中提到】
: Your J1 income is going to be exempted by treaty which is explained in
: attched 8833.
: J1 income is 100% exempted. so I think only put your company income to
: 1040EZ.
: Do write a note aside about 8833.
:
: should
: one from my H-1B? or i should also add the part from my
|
|
|
r****a
发帖数: 3249 | 11 你２０１１年还是ＮＲ. 因为你２０１１年还在Ｆ－１的第２个ｃａｌｅｎｄａｒ
ｙｅａｒ.
【在 a********d 的大作中提到】
: 大牛啊，借贴问一下，麻烦解答一下，谢谢.
: 我是09 （j1 330天），10 （j1 180天；f1 180天）11 （f1 全年）
: f1中没有5000的treaty可以签，因为之前j1的缘故。j1是scholar，不是学生。
: 请问11年可以报resident了么？谢谢。
|
a********d
发帖数: 195 | 12 谢谢。这样啊，不是从j开始两年？...
怎么看substantial presence test 怎么感觉符合，莫非"Days you are an exempt
individual" 是不count的？也就是说j1免税的在美时间不算？
【在 r****a 的大作中提到】
: 你２０１１年还是ＮＲ. 因为你２０１１年还在Ｆ－１的第２个ｃａｌｅｎｄａｒ
: ｙｅａｒ.
|
r****a
发帖数: 3249 | 13 first 2 years of J1 does not count.
【在 a********d 的大作中提到】
: 谢谢。这样啊，不是从j开始两年？...
: 怎么看substantial presence test 怎么感觉符合，莫非"Days you are an exempt
: individual" 是不count的？也就是说j1免税的在美时间不算？
|
c****n
发帖数: 1630 | 14
这是错的，两个calendar year指2009和2010。2011是第三个。
【在 r****a 的大作中提到】
: 你２０１１年还是ＮＲ. 因为你２０１１年还在Ｆ－１的第２个ｃａｌｅｎｄａｒ
: ｙｅａｒ.
|
a********d
发帖数: 195 | 15 好的，谢谢，看来还是要填nr了...
【在 r****a 的大作中提到】
: first 2 years of J1 does not count.
|
