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-   -   F1 visa - resident filing on 1040 (https://www.askmehelpdesk.com/showthread.php?t=195939)

  • Mar 18, 2008, 10:35 AM
    a4ashu
    F1 visa - resident filing on 1040
    Hello,
    I believe that all students who are on F1 visa have to file as non-residents.
    If a person is a student and his/her spouse is a resident (H1-B and valid substantial presence test) can they file taxes as married filing jointly on the resident form (1040).

    TIA
    Amit
  • Mar 19, 2008, 03:19 AM
    MukatA
    F1 visa holders are nonresidents for 5 years.
    If the spouse of a F1 visa holder is resident, the F1 holder has two choices:
    1. File as resident. In that case you must start paying FICA taxes on your income. Can't claim any treaty benefit.
    2. File as nonresident and claim treaty benefit and the resident spouse files a separate return.
  • Mar 19, 2008, 08:28 AM
    a4ashu
    MukatA
    Thanks for the answer but I am still a bit confused.

    1) The treaty exemption, if I file as non-resident, is $5350 and if I file as a resident the standard deduction is $5350 and personal exemption is $3400. So the treaty exemption is less.

    2) If, after filing jointly, we get a refund back, do I still need to pay the FICA taxes or do you mean that for this financial year (2008), I should start paying FICA because I filed as resident for 2007

    Thanks again
    Amit
  • Mar 19, 2008, 11:21 AM
    MukatA
    1. Even when you file as nonresident, you will also get personal exemption of $3,400.
    2. For FICA taxes for 2007, you can't do anything now. But you must take care about 2008.
  • Mar 19, 2008, 11:36 AM
    a4ashu
    Quote:

    Originally Posted by MukatA
    1. Even when you file as nonresident, you will also get personal exemption of $3,400.
    2. For FICA taxes for 2007, you can't do anything now. But you must take care about 2008.

    Pt-1 clarified - thanks

    Pt-2. I will take care of paying FICA in 2008. But I can pay only my share. Since I am on F1, can I ask my employer to pay their share or will I have to pay both shares as self-employeed people do.


    Again. Thanks a ton for taking time out and answering my questions. This is a great forum
  • Mar 20, 2008, 02:33 AM
    MukatA
    Point 2: Inform your employer in writing (or email) that you have accepted to file 2007 tax return as resident for tax purpose, so they should start deducting FICA taxes.
    You can't pay your share, it is your employer who has to take care of this. It they don't take any action, it is not your problem any more.

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