F1 in Oklahoma-OPT in Texas-H1B in Texas
Hello all!!!:)
First at all, this is a great forum! I've been reading a lot of posts, and they are very very useful. Now I got a question for the tax experts and non-experts too:p!!
This is my case:
I was studying and working as a Teacher Assistant in Oklahoma from 08.26.02 to 03.06.05. Then I moved to Houston, TX and have OPT from 03.07.05 and started to work. Neither Social Security nor Medicare Taxes were withheld by the Company. I changed status to a H1B-Visa on 10.01.05.
For the 2005 taxes:
- 01.01.05 to 03.06.05 ----> F-1 status (Oklahoma) with federal and state taxes withholding. No Social Security nor Medicare Taxes.
- 03.07.05 to 09.30.05 ----> F-1 OPT status (Texas) with only federal taxes withholding. No Social Security nor Medicare Taxes.
- 10.01.05 to 12.31.05 ----> H1B status (Texas) federal, social security, and medicare taxes withhold.
- I'm married and my wife doesn't work, but she has a ITIN we used the last two years.
Questions are:
- What type of form should I use?
- Am I a "resident" (for taxes purposes) of the state of Texas? If so,
- What happen with the state taxes paid in Oklahoma? Can I get them back?
- What happen with the Social Sec. and Medicare that were withhold under the H1B Status?
- Can I itemize any allowable deductions.
- Can I file a joint return since I'm married and she already has a ITIN?
- Can I use the form 8863 for Educational Credits that I had use in the past?
Thank you all for your help!!
K.