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    flymanansh's Avatar
    flymanansh Posts: 14, Reputation: 1
    New Member
     
    #1

    Feb 18, 2009, 05:37 PM
    OPT to H-1B tax questions
    I am from P.R.China and was working in a university on F1(OPT) till June 30 th 2008. Then I continued to work in the same university and my status was converted to H-1B on July 1st 2008. My question is that I belong to Dual-Status alien for 2008? Another questions is that I only got a W-2 from the university. If I am a dual-status alien, I need to file form 1040 for the part of resident (H1B) and form 1040 NR or NREZ for the part of non-resident(F1)? I only have one w-2 form and I need to figure out how much money were earned in the period of F1 and how much in H-1B by myself to fill out those forms?

    Thanks.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #2

    Feb 19, 2009, 02:14 AM

    On H1-B your income is subject to SS tax and Medicare tax while on OPT is it exempt. So amount is Box 3 of W2 should be your H1-B income and balance is OPT income.
    flymanansh's Avatar
    flymanansh Posts: 14, Reputation: 1
    New Member
     
    #3

    Feb 19, 2009, 09:55 PM
    Thank you MukatA. For state tax return, do I need to file both forms for non-resident and part-year resident, right?

    Thanks.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #4

    Feb 20, 2009, 01:38 AM

    No. State rules are different. If you lived in a state even on F1, you are resident or part year resident. You will file only one Form.

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