dharams1
Apr 6, 2008, 07:14 PM
Hi All,
I entered USA in Sept. 2001 as a F-1 student and filed tax return using following forms:
(I) 2001- 1040NR-EZ.
(ii) 2002-2006- 1040NR (once my family joined, wife and two kids)
From 2001-2006, I was on assistantship.
In January of 2007, I paid tuition fees and graduated by March, 2007. Started working on OPT and got H1-B status from August, 2007.
In 2007, following also happened:
(I) Received vide check some amount that was deducted by my emploer (University), while on CPT , towards retirement plan. The employer has provided form 1099-R.
(ii) Paid tuition fee on January1, 2007 towards rgeistration in the last quarter of my study.
My questions are:
(I) What form I should fill out for filing 2007 tax return (1040, 1040A or 1040NR)?
(ii) How to take exemption for paying tuition fee? The University has only provided a statement and not form 1098-T.
(iii) How to report encashing retirement benefits?
I will appreciate an early response.
Thanks in advance.
DS
I entered USA in Sept. 2001 as a F-1 student and filed tax return using following forms:
(I) 2001- 1040NR-EZ.
(ii) 2002-2006- 1040NR (once my family joined, wife and two kids)
From 2001-2006, I was on assistantship.
In January of 2007, I paid tuition fees and graduated by March, 2007. Started working on OPT and got H1-B status from August, 2007.
In 2007, following also happened:
(I) Received vide check some amount that was deducted by my emploer (University), while on CPT , towards retirement plan. The employer has provided form 1099-R.
(ii) Paid tuition fee on January1, 2007 towards rgeistration in the last quarter of my study.
My questions are:
(I) What form I should fill out for filing 2007 tax return (1040, 1040A or 1040NR)?
(ii) How to take exemption for paying tuition fee? The University has only provided a statement and not form 1098-T.
(iii) How to report encashing retirement benefits?
I will appreciate an early response.
Thanks in advance.
DS