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Hi,
We purchased a new house during Jan-2018 and couple of months ago we did a solar installation. Since our roof was old our contractor suggested to replace the roof first. So we re-roofed and...

I am in CA and my state tax + mortgage interest is greater than the Std deduction.

Hi,
I am an H1B holder. (Indian citizen)
Resident for tax purposes.
Status: Married Filing Jointly. My wife is not working.

Kindly let me know how should I report my home mortgage interest and...

Hi AtlantaTaxExpert, Thanks for responding.. Have few more clarifying questions.. would appreciate your help. 1. Should I include those stock transactions in 8949 or just adding the overall...

Hi,
I am an H1B holder.
Resident for tax purposes.
Status: Married Filing Jointly. My wife is not working.

Kindly let me know how should I report my ESPP and RSU gains/loss in...

Ya got it. Thanks a lot AtlantaTaxExpert!

Thanks for the info..

I am an H1B - resident alien. (Nationality-Indian)
I got married and my wife moved with me to US during September 2015.

My filing status is Resident for both Federal and California

What...

Hi,
I am an H1B - resident alien. (Nationality-Indian)
I got married and my wife moved with me to US.

We have to file both Federal and California tax.
My wife is not working (earned no income...

Thanks for the info.
Can you tell me how to claim credit in 1040 ?
Should I put the withheld tax amount in Line-10 of 1040 ? Or should I need to submit separate Form for this ?

Hi,
I am H1B - resident alien.
I will be filing my 2015 tax with my wife as 'Married - Jointly'
According to IRS doc the limit for 'Married-filing jointly' is 250K but my employer has deducted...

Thanks for answering.

One more question.

Just in case, if ITIN processing gets delayed is there any way I can file extension for CA State tax ?
What is the process in that...

Thanks a lot for the detailed reply. I really appreciate that.
I have couple of clarifying questions. Would appreciate your suggestion..

1. Regarding Form 1116: If we both don't have any other...

Hi,
I am an H1B - resident alien. (Nationality-Indian)
I got married and my wife moved with me to US.

We have to file both Federal and California tax.
My wife is not working (earned...

Thanks for the info. I appreciate your time.
I just want to understand how it works... Will contact you if I need further assistance.. Thanks.

Thanks for the info..

Thanks for the info.

I am a H1-B holder (Indian).
Resident for tax purpose.
For federal tax I have to file 1040 along with other forms...
I am wondering whether I am eligible to do e-file. Are there any restrictions?...

Hi, I moved to California on Dec 2014 before that I was in Washignton.
My state tax withheld itself is greater than standard deduction...
Can I use Schedule A to deduct my State tax withhelds and...

Thanks for the info. Few more clarifications I appreciate your help.

1. I have no foreign dividends. Have foreign interest (around 300$) do I still need to pay tax for that? (because I see some...

Thanks a lot ebaines.
Can you also tell me what tax form I should used ?
Also what are the standard deductions and exemption I can claim ? I have never filed CA tax so I don't know much about it....

Thanks a lot for the info.
Have few more clarifications.
If I declare interest on ScheduleB of 1040 - I am assuming I should pay the tax for it as well ?
At what exchange rate I should...

Hi,

I have moved to California state on Dec of 2014. Before that I was working in Washington state (where there is no state tax). I have couple of questions.
I started my employment on Dec1st in...

Hi,
I was in H1B visa for the entire year 2014 (and still having the same).
And I fall under Resident category for Tax purposes.
During the year (On Dec- 2014) I switched job and moved from...

Actually I will be submitting form 1040X because I also forgot to send Form8889 so I am planning to attach this 'Form 8843' along with them.
Can I do that ?

Hi,
I was in F1-OPT (till Sep-2013) and H1B (from Oct-Dec2013) and I am an non-Resident alien (Student from India).
Already filed form 1040NR
Should I need to file Form 8843 ? (I remember...

Thanks for the info :)

That is mean I need add this 900 to my 1040 also and will it be included in my Taxable income?

Thanks for the info.
So I should include them in 14-a and since it is not reimbursed I can add the same amount in "15-Unreimbursed qualified medical expenses" right ?

Hi, I haven't submitted any such receipts for reimbursement. I always use my HSA debit card for the expenses which are not covered by my insurance.. (like co-payments) It was never reimbursemed...

Hi,
I am non-resident alien.
I have received 1099-SA with following details
Box-1 Gross distribution 900
Box-3 Distribution Code 1
Box-5 ...

Thanks a lot. I appreciate your help :)

Thanks for the info.
Also do I need to mention them in 1040-NR (page-4) if so, since I already submitted it can I amend it using 1040-X ? What am I supposed to fill in 1040-NR page-4 and is it going...

Hi,
I am a Non-Resident Alien. I already filed 1040-NR for the year 2013.
I have
Life insurance policy (LIC-India) for about $30K (not matured)
Interest from Bank -...

(FYI: My case: Non-Resident alien submitted 1040NR (single) without Form 8889. So wants to amend with 1040X)Thanks for the info.I read the instructions of 1040X and here is my understanding (on...

Thanks Sir/Madam.Could you please tell me the forms that I need to submit now.Should I have to resubmit 1040NR? This Form 8889 is not going to affect my taxable income/tax or refund right ?What are...

Hi,
I have already submitted 1040NR (single) and other respective forms to IRS.
I haven't contributed anything to my HSA account. All the contributions were from my employer only. Do I still...

Thanks a lot. I appreciate your help.

Thank you so much :)
I really appreciate your help.

I was in OPT (till Sep-2013) and H1B (Oct-Dec13) last year and I was an non-Resident Alien.I need to file 1040NR as my income is >100K. Can I deduct 'Standard Deduction' as per India-Us treaty...

Hi,
I was in F1-OPT (till Sep-2013) and H1B (from Oct-Dec2013) and I am an non-Resident alien (Student from India).
This is my moving scenario.
I moved from NY to India (during Dec...