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
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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?
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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
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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!
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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.
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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
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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
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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
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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。
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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.
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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?
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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.
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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.
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