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  • Apr 6, 2008, 07:14 PM
    dharams1
    Income Tax Return 2007
    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
  • Apr 7, 2008, 05:53 AM
    JudyKayTee
    Quote:

    Originally Posted by dharams1
    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 think this belongs on the "taxes" board unless someone wanders over here and can answer you.

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