F-1五年以上RA报税，可用TURBOTAX，享受5000TREATY和奖学金免税

adante

今天终于把自己的TAX折腾了一下。打电话找华人会计，他们也讲不清楚。于是向TURBOTAX的专家们请教了下。情况如下。希望对大家有帮助。


1. 5年以上F-1以RESIDENT ALIEN报税。和CITIZEN是属一个级别，享受各种政策。
2. 可以用TURBOTAX。
3. 由于中美税务条约，仍然享有收入前5000免税。ARTICLE 20(C)
4. 由于中美税务条约，仍然享有奖学金无限制免税。ARTICLE 20(B)

具体如下：
“In turbo tax to enter the exclusion, please go to Wages and Income, then , less commom income and select "miscellaneous income..then select other reportable income. You would then enter the description below and input the $5000 in as a negative number.
The U.S./ China tax treaty does not have a time limitation and an F-1 or J-1 student from China who qualifies for the treaty can use the treaty benefit as long as he/she is a student in good standing, including the period of time the student is engaged in practical/academic training after graduation.

This means that even after a student from China becomes a resident for tax purposes under the substantial presence test, he/she may still claim the U.S./China tax treaty benefit.

The tax treaty allows:
$5000 exemption for wages per year: Article 20(c)
Unlimited exemption for scholarship per year: Article 20(b)

To claim the tax treaty on a resident return:
Line #7: write in "includes wages exempt by U.S./China tax treaty of $5,000"

Line #21: write in "see attached Form 8833" and enter the total dollar amount of the tax treaty exemption you are claiming.”


“In TurboTax under Federal Taxes>Wages & Income>Explore On My Own scroll all the way down to Miscellaneous Income, .....Click on start and then scroll down to Other reportable income. Click on yes, then on the next screen "Other Taxable Income". Enter the Description as 1042- S and then the amount. Then click continue and add another miscellaneous income. On this one enter exempt per Article 20(B). And then enter the same amount as a negative number. This way you report the income and then take it back off.

http://www.irs.gov/pub/irs-trty/china.pdf ”

Emma西瓜

楼主这篇文章实在太及时了！！我的F1身份也是刚过5年
顺便给贴一个我们学校对我们这样的学生报税的要求吧：
If you are a Resident Alien For Tax Purposes AND Eligible to Claim a Tax Treaty Exemption:
• File Form 1040 (NOT Form 1040EZ);
• On the top of all pages, write “Resident Alien With Tax Treaty Exemption”;
• Include all income (including tax treaty exempt income) on the appropriate lines;
• On the “Other Income” line of Form 1040, enter the total of the tax treaty exempt amount as a negative number so that it will be subtracted;
• On the dotted line beside Other Income, write “Exempt Income, U.S.-{country} tax treaty, Article {article number}”;
• Also get Page 5 of Form 1040NR and on question L, complete the information about your tax treaty claim;
• Assemble your tax return with Form 1040, Forms W-2 and/or 1042-S, if received, and Page 5, along with any other required attachments; and
• Mail your tax return to:
Internal Revenue Service Center Austin, TX 73301-0215 USA Regardless of where you live!

Wayne_将军

如果没满5年的要报税谁有傻瓜教程。问会计说这么少收入，可能交了会计费剩不多了。。。。。

平平14

就是说现在在美国待了5年以上的F1，还是可以减免收入的头5000 ？

蓝色鲸鱼

五年是怎么算的？

含章月影

蓝色鲸鱼 发表于 2014-2-4 11:28
五年是怎么算的？

calendar year

孙狮狮

楼主用turbo tax的时候，有没有跳出来让你报8863？这样交的学费也可以tax deduction了，显示hold的税全部都能退回来了！

我看到这个有点被吓到了。。。

所以刚刚发贴，希望有回复

qqqqqqqqqqq

楼主我们可以自己报税吗？还是要找会计师来报啊？还有退税吗？

adante

顶上来，希望对大家有帮助。
已用这个方法报了两年。
每年都是奖学金全免税。5000 TREATY，然后还享受STANDARD DEDUCTION 6200, PERSONAL EXEMPTION 3950.

也就是说收入的前15000免税了。

锦衣安羽

楼主您好，填到 other reportable income 的时候 Turbo Tax 让我upgrade到 deluxe $34.99

我是opt 退税，没有奖学金。请问要不要交这钱？

还有Turbo Tax 说没有8833 表？

谢谢您！

adante

锦衣安羽 发表于 2015-2-26 23:02
楼主您好，填到 other reportable income 的时候 Turbo Tax 让我upgrade到 deluxe $34.99

我是opt 退税， ...

多付35刀才能享受5000的TREATY。

锦衣安羽

adante 发表于 2015-2-27 03:26
多付35刀才能享受5000的TREATY。

楼主，非常感谢您回复！决定upgrade


最后一个疑问是 Turbo Tax 没有8833表


请问按照您的步骤还需要再下载填写8833表然后邮过去吗？


谢谢您！

adante

锦衣安羽 发表于 2015-2-27 22:21


楼主，非常感谢您回复！决定upgrade

對。。。。

锦衣安羽

adante 发表于 2015-2-28 03:33
對。。。。

谢谢回复！

heatherwweather

谢楼主！