H1B from Oct'05: part of year resident?
Hi there,
I'm on H1B, my wife and son are on H4. We are in US (California) starting Oct 12, 2005. I have several questions:
1. I filed an extension of time. As I understand, after 5th of June I will pass substantial presence test (SPT) in 2006, and therefore can file 1040A for 2005 under first-year choice, correct?
2. There is no way to claim my son as dependent for 2005, right?
3. My W-2 shows gross income about $16K and about $3K of them were subtracted as taxes. When I have entered all this data int TurboTax it showed that all this amount will be refunded. Is there any error? In particular, passing SPT means residence for part of year - should my income be scaled or something like that?
4. Related to the previous question: is this true that filing 1040-NR I will not receive any refund, but filing 1040A I will receive significant amount of money back?
5. If yes: by some reasons I may need to file my tax return before June. Is it possible to file 1040-NR right now, and then file 1040A in June explaining that I want to be treated as resident under first-year choice? Will IRS refund money in this case?
6. My wife and son do not have SSN/ITIN. Am I right, that I should attach their W-7 forms to federal taxes, wait for ITINs and only after that file state taxes?
Thanks in advance,
Dmitry.