y*****8
发帖数: 251 | 1 看form8880上说：
You cannot take this credit if either of the following applies.
• The amount on Form 1040, line 38; Form 1040A, line 22; or Form
1040NR, line 37 is more than $28,250 ($42,375 if head of
household; $56,500 if married filing jointly).
我是married filing jointly， line 38 不到 4万。这条排除了。
• The person(s) who made the qualified contribution or elective
deferral (a) was born after January 1, 1994, (b) is claimed as a
dependent on someone else’s 2011 tax return, or (c) was a student (see
instructions).
70后，没dependent，上半年学生，下半年 h1b，2011年自己交了2000多401k，公司给
match了2000多401k。这条是不是也能排除了？不太明白elective deferral 这个意思
。 | S**I
发帖数: 15689 | 2 EITHER OF，一条不符合就排除了，你看其它的干什么。
【在 y*****8 的大作中提到】
: 看form8880上说：
: You cannot take this credit if either of the following applies.
: • The amount on Form 1040, line 38; Form 1040A, line 22; or Form
: 1040NR, line 37 is more than $28,250 ($42,375 if head of
: household; $56,500 if married filing jointly).
: 我是married filing jointly， line 38 不到 4万。这条排除了。
: • The person(s) who made the qualified contribution or elective
: deferral (a) was born after January 1, 1994, (b) is claimed as a
: dependent on someone else’s 2011 tax return, or (c) was a student (see
: instructions).
| y*****8
发帖数: 251 | 3 我的理解是任何一条符合，就不能claim credit了。
我两条都不符合，所以就能claim了。理解错了？
【在 S**I 的大作中提到】
: EITHER OF，一条不符合就排除了，你看其它的干什么。
| y*****8
发帖数: 251 | 4 看了instruction，
还是不符合
You were a student if during any part of 5 calendar months of
2011 you:
• Were enrolled as a full-time student at a school, or。。。
正好5月份毕业的。。。。 555 | S*********s
发帖数: 1963 | 5 我情况类似，但是因为申请CPT的原因只注册了一个学分，从enrollment上来讲我是
part-time了，但从F1的身份来讲是得一直保持full-time student的status，所以我不
知道能不能qualify这个credit。多半是不符合。
【在 y*****8 的大作中提到】
: 看了instruction，
: 还是不符合
: You were a student if during any part of 5 calendar months of
: 2011 you:
: • Were enrolled as a full-time student at a school, or。。。
: 正好5月份毕业的。。。。 555
|
|
