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-   -   From OPT (F-1) to H1B - resident for tax purposes? (https://www.askmehelpdesk.com/showthread.php?t=23849)

  • Apr 2, 2006, 12:49 PM
    jose_m_quintero
    From OPT (F-1) to H1B - resident for tax purposes?
    Hello,

    I have been in the US since August 2000. I started college in South Carolina and then transferred to school in Atlanta, GA on Jan 2003.

    I was on OPT from May 16, 2005 until Jan 07, 2006. On Jan 07, 2006 I started using my H1B status. I currently reside in Atlanta, GA.

    Between Jan 05 - Present I have not left the United States.
    My employer does take medicare and ssn from my paycheck every 2 weeks.


    1- Do I qualify as a resident for Tax purposes?

    2- If so, what form(s) must I fill out?

    3- If not, can I fill out the 1040NR-EZ or does it have to be the 1040NR?

    4- I received a 1098-T form. How do I know if I qualify for any deductions or credits regarding the "Lifetime Learning Tax credits and/or the Higher Education Tuition and Fees deduction"?

    5- Are the previous just applicable to residents and citizens?

    Your guidance is much appreciated.
  • Apr 2, 2006, 06:29 PM
    AtlantaTaxExpert
    1) Yes. Your F-1 visa status expired on 31 Dec 04.

    2) File Form 1040, 1040A or 1040EZ.

    3) N/A.

    4 & 5) Yes, you do qualify for the Education Credits. It qualifies for anyone who can file Form 1040 or 1040A.

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