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    prolific's Avatar
    prolific Posts: 5, Reputation: 1
    New Member
     
    #1

    Apr 7, 2009, 12:52 PM
    Master's student F1/OPT to H1B October conversion-
    I think I am adding more redundant questions but I really can't find a straight answer to this. I know there will be minimum 20000 people like me, I want to see if any one can help. There is conflicting information all over the web and wanted to know from people who did some research.

    I came to the US in 2006 on F1 visa. I started working in 2008 feb on my OPT/F1 visa. During this period, I was exempt from medicare and social security taxes. I got through the lottery and from Oct 1st to Dec 31st I am on H1B visa in which I am paying all the taxes.

    I am a single without any dependents and never married.

    Specific questions I have
    1. Should I file under dual status - The sticky note seems to suggest that.
    2. Under which staus - resident or non-resident.
    3. Will I be able to include tax treaty benefits for the part of income on F1, if yes how shoud I mention this in 1040NR-EZ.

    I stayed in the US for 2008- 330 days, 2007-365 days, 2006- 120 days, this is where people are confused. Does the days I am in OPT come under substantial presence test? From the calculators it seems so, but I have contradicting information from this site.. F1, OPT, J1, H1B, H4, L1, TN Visa Taxes, Form 1040NR 1040NR EZ Instructions Software, Form 8843, Form 843, IRS Tax Return Refund , H4 Visa Tax ID Form W-7 ITIN, Non Resident Tax, International Student Taxes, Mailing Address, US Tax Treaty Benefits, O

    Last year, one tax consultant did things wrongly(on F1 status) and I have to pay for it now, I don't want to be doing that again.

    Any help is appreciated.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #2

    Apr 7, 2009, 01:20 PM

    You are exempt on F1/OPT, which is up to Oct 2008. On H1-B, you completed about 90 days of residency so you will file nonresident tax return Form 1040NR or 1040NR-EZ with 8843.
    If you have income during OPT, you will get treaty deduction.
    Read: Your U.S. Tax Return: U.S. Tax Filing Requirements for Non-Residents
    prolific's Avatar
    prolific Posts: 5, Reputation: 1
    New Member
     
    #3

    Apr 7, 2009, 01:22 PM
    Thanks for the quick reply :)

    Can I also claim the exemtion deduction line 13 for a single? (which I think is 3500)
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #4

    Jun 6, 2009, 10:49 AM
    Yes, you get to claim the $3,500 personal exemption.

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