1040NR or 1040, filing jointly or separately
I am an international student from China. I arrived in the US in Aug. 2002. Since I have been in the US for more than 5 years during 2007, am I a resident or a nonresident alien? Someone in our payroll office told me that I could be considered as either resident or nonresident. It is my choice. Is that right? My husband holds H1B visa, so he is a resident alien. We filed jointly as resident aliens for 2006.
I received a fellowship from June to August 2007, and RA for the rest of 2007. Thus I got a 1042S form for the fellowship. I got another 1042S form for the $5000 tax treaty between China and the US.
My questions are:
(1) The code on the 1042S form with respect to the fellowship is 15, and 14% federal tax was withdrawn. I know I can get that tax back under the treaty between China and the US if I use 1040NR form. Can I get it back if I use 1040 form instead of 1040NR form?
(2) If I want to file jointly with my husband as resident aliens, I will have to use 1040 form. Where can I put the information of 1042S form to 1040 form? Am I still qualified to get the tax exemption?
(3) If I can use 1040 Form and get the tax exemption, what else do I need to provide? Usually we need to attach 8834 form and fellowship grant letter to the 1040NR form? Do I need to attach those to the 1040 form?
Thank you very much for your help!