s****b 发帖数: 188 | 1 今年来美第二年,退税的时候请了一个CPA,但是我觉得他的报税有很多问题。其中一个
我想在这确认一下。
CPA让我办2000$ 的Roth IRA,说能抵税1000$,但是我看相关的federal form 8880, i
t says:
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, li
ne 37 is more than $28,250 ($42,375 if head of
household; $56,500 if married filing jointly).
The person(s) who made the qualified contribution or elective deferral (a
) was born after January 1, 1994, (b) is claimed as
a dependent on someone else's 2011 tax return, or (c) was a student (see ins
tructions).
我是F1 visa,应该是不能用 Roth IRA来抵税的吧? | S*********s 发帖数: 1963 | 2 首先,你是F1第二年,nonresident,得用学校的免费软件去生成1040NR,不用去找CPA。
其次:你是nonresident,不能用这个credit,这是resident用的。
最后:即使你将错就错是resident,你也不符合这个credit,因为你一直是full time
student。
一个
i
li
(a
【在 s****b 的大作中提到】 : 今年来美第二年,退税的时候请了一个CPA,但是我觉得他的报税有很多问题。其中一个 : 我想在这确认一下。 : CPA让我办2000$ 的Roth IRA,说能抵税1000$,但是我看相关的federal form 8880, i : t says: : 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, li : ne 37 is more than $28,250 ($42,375 if head of : household; $56,500 if married filing jointly). : The person(s) who made the qualified contribution or elective deferral (a : ) was born after January 1, 1994, (b) is claimed as
| s****b 发帖数: 188 | 3 谢谢你的回复!
CPA。
time
【在 S*********s 的大作中提到】 : 首先,你是F1第二年,nonresident,得用学校的免费软件去生成1040NR,不用去找CPA。 : 其次:你是nonresident,不能用这个credit,这是resident用的。 : 最后:即使你将错就错是resident,你也不符合这个credit,因为你一直是full time : student。 : : 一个 : i : li : (a
| l*****e 发帖数: 424 | 4 同意二楼的。有些cpa纯粹是忽悠。过两年被irs罚款多麻烦。 |
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