H1B postdoc 保税问题请教-第1页

iris1024

0操作1 ^#

我们家去年也是一样的情况，好在身边有学税的朋友，老公h1b要填1040（如果嫌麻烦填1040ez省事，我们家没啥投资），我H4做Dependent一起填，不过最好同时寄一份w7表替你太太申个税号itin,可以做ssn替代用

iris1024

0操作2 ^#

以下是引用lurenyi在2006-3-22 19:11:00的发言：

过来做博后的应该是前三年全免联邦税和州税. 不论是J还是H签证.

这个错了，只有J和Q可以免，h是工作签证，必须交resident一样的，我也听说过加州那有个朋友h填了treaty的表全免了，但是据说要是被查出来是要罚的

iris1024

0操作3 ^#

以下是引用daylily在2006-2-28 1:34:00的发言：

that is not necessarily true.

I know for F-1 students under OPT and have dual status of H1, they can still claim $5000 treaty benefit on 1040. Enter the exampt income on line 21(other income list type and amount). and then attach form 8833 treaty base return position disclosure.

On form 8833 line1a, enter US & P.R.China. On line 1b, enter 20(c) of the 4/30/1984 protocol. On line 2 IRC code over-ruled by treaty enter "IRC61;871(b)" .

for those conducting teaching and research and have been in state for <3 years, i remember one of the treaty clause is suitable for this situaion to tax-exmpt all income (forgot either 20(a) or 20(b)). you can search pub 519 for treaty details.

MITBBS tax board 精华区 is also a very good source of information. There is a section dedicated to tax treaty discussion.

为啥要claim5000的treaty while you have an 7000-8000 exemption?

如果做h1填1040的话，一个人可以免〉5000，今年是8200

我算算比填F1合适多了