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-   -   F1 >> Opt >> H1b (https://www.askmehelpdesk.com/showthread.php?t=23878)

  • Apr 2, 2006, 05:32 PM
    StrongBad
    F1 >> Opt >> H1b
    Hello ATE,

    Looking at the information below can you please advise me if I should file as a R/NR, what forms I should use (1040, 1040NR, 1040NR-EZ, 8843), the deductions that I can apply and what options are the best for filing.

    Citizenship - India
    F1 (Bachelors) - 25/DEC/1999 to 06/MAY/2002
    OPT - 12/JUL/2002 to 11/JUL/2003

    F1 (Masters) - 22/SEP/2003 to 31/MAR/2005
    Wages from 01/JAN/2005 to 31/MAR/2005 = $3,000 (State - FL)
    OPT - 11/APR/2005 to 10/APR/2006

    H1B (Approval Date) - 14/JUL/2005 to 10/JUN/2008
    Wages from 14/JUL/2005 - 31/DEC/2005 = $12,900
    Vacation 09/DEC/2005 - 02/JAN/2006

    My employer is based in AZ and I am working in IN. So do I have to file taxes for both the states. On the W2 form income tax is withheld for the State of AZ. Also can I show deductions for the tution fee paid from JAN 2005 -MAR 2005.

    Appreciate all your help.

    Thank you

    FS
  • Apr 2, 2006, 08:52 PM
    AtlantaTaxExpert
    FS:

    You are a resident alien; the exemption under the F-1 visa lasts for only five years, so it expired n 31 Dec 2003. You should have paid Social Security and Medicare taxes for all of 2005.

    You can claim the Education Credit/Deduction (whichever is most advantageous).

    You should not be paying AZ taxes if you do not work in AZ. You will have to file a tax return to claim the withheld taxes, but you should contact your company's HR department and stop the withholding.

    You do need to pay Indiana taxes, however.
  • Apr 4, 2006, 11:09 AM
    StrongBad
    Thanks for the quick response.

    So It means that I can file using Form 1040EZ.. rite
  • Apr 4, 2006, 09:08 PM
    AtlantaTaxExpert
    Yes, if you are single or married with NO children and you basically have only W-2 income plus interest income less than $1,500.

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