Ask Experts Questions for FREE Help!
 

Free Answers in 3 Easy Steps

Register Now
3 Steps
 


Ask QuestionsprogressAnswer QuestionsprogressBuild ReputationprogressBecome an Expert
 
At Ask Me Help Desk you can ask questions in any topic and have them answered for free by our experts. To ask questions or participate in answering them you must register for a free account. By registering you will be able to:
  • Get free answers from experts in any of our 300+ topics.
  • Accept money for answers that you provide.
  • Communicate privately with other members (PM).
  • See fewer ads.
  Answer this Question    Ask about Taxes    Ask about another Subject  
 

ksharma1978
Apr 16, 2006, 03:11 PM
Hi Atlanta Expert and other members of this forum. This is my first post in this forum and I need help with some Tax questions.

Background
Indian citizen
Worked on F1/OPT for company X in Virginia - Feb 14 2005 - April 20, 2005
Worked on F1/OPT for company Y in California - May 2 2005 - Sep 30, 2005
Worked on H1B for company Y in California - Oct 1, 2005 - Dec 31, 2005

Forms I'm filing
Federal - 1040 NR EZ, 8843
State (VA) - 763
State (CA) - 540 NR

Questions
1. Do I need file seperate 1040 NR EZ for Virginia and California Wages ? I hope NO, in that case Do I just add state wages and taxes etc. from both W2s and use them in the 1040 NR EZ ?

2. I have got a tax document (2005 Form 1099-INT, Interest Income) from my Bank in Calif of amount 27$. Do I need to show this amount in 1040 NR EZ or elsewhere ? If yes which box on the form do I show it in ?

3.Being an Indian Citizen I can claim "standard deduction allowed under US/India treaty article 21(2). Can you please tell me whether that amount is 5000 or 4850 ?

4. On side 2 of 1040 NR EZ there are some questions which seems quite hard to answer.

Some Background : I came for studies in US in 2004 on F1 Visa and finished studies in 2005 and then started working as full time employee. I went to India in 2006 for short visit and re-entered USA on H1B Visa.

Item C. Give the purpose of your visit to USA ?
Given these facts what should be the answer to this Question - STUDY?

Item D. Type of entry Visa
Will it be F1?

Item E. Date you entered USA ?
Will it be the 2004 date when I entered USA for this first time on F1
.My second and last entry in USA was in 2006.

5. Last question : My employers deducted SS Taxes and Medicare taxes while I was on OPT. Shall I ask for the refund of those taxes from employer and if they don't agree then ask IRS for the refund via Form 843 ?
Thanks in anticipation
Tinku

AtlantaTaxExpert
Apr 16, 2006, 08:05 PM
1) Combine the W-2s.

2) No; such interest is tax-free for a non-resident alien.

3) Yes, for $5,000.

4C) Attend school.

4D) F-1.

4E) Date you FIRST entered the USA.

5) Yes; ask the employer first and when he refuses, get it in writing.

ksharma1978
Apr 16, 2006, 09:49 PM
Thx sir, you rock !!!! Just a quick question : Regarding refund of SS and Medicare, does this refund request to IRS (if needed) need to be filed by April 17 too or is this a seperate issue and hence can be handled after April 17 ? Thanks in advance.

AtlantaTaxExpert
Apr 17, 2006, 08:25 AM
Separate issue; you can wait up to three years after today to file.