Ask Experts Questions for FREE Help !
Ask
    rajjar123's Avatar
    rajjar123 Posts: 5, Reputation: 1
    New Member
     
    #1

    Feb 24, 2007, 03:01 PM
    Substantial Presence Test F1-H1 2006
    Hi

    I know this issue has been address several times in this forum. However, it is very confusing to determine how to file my taxes for 2006. I would definitely appreciate it if some one can help with my case.

    I came to US from India on F-1 on August 2 2003. My F-1 Visa expires in July 2008. I graduated in May 2006. For 2003,2004,2005 tax years, I obviously filed non-resident taxes as an exempt individual (i.e. 1040NR-EZ, 8843 using W-2 and 1042-S).

    Now in 2006, I graduated and was OPT. My H1B petition got approved on October 1st 2006. However I got my H1B visa stamped only on February 23 2007.

    Now I have one W-2(from my university for 2006) and one W-2 (from my current employer) and some 1099 INT forms from the banks that I have savings account. On my 1099 forms there is no income-tax withheld.

    I did not take any vacation in 2006, In 2005, I re-entered US on 24th Jan after taking vacation on 11 Dec 2004. In 2007 I was outside US for 2 Days in Mexico.

    Now here are my questions.

    1. For 2006 tax year, should I fill 1040-NR-EZ and 8843 or 1040A/1040EZ etc? Am I a non-resident or resident for US tax purposes? Can you please explain the substantial prescence test in my case?

    2. What happens to 2007 tax (next year) if I leave for 1 month vacation in 2007 under H1 Visa?

    3. Is my case dual?

    4. If non-resident expempt, can I claim deductions on moving expenses, medical bills etc, car tax etc?

    5. If dual status, what are the exact forms that I should fill and what deductions are possible?:confused: .

    Thank you all very much in advance.
    Raj.
    rajjar123's Avatar
    rajjar123 Posts: 5, Reputation: 1
    New Member
     
    #2

    Feb 24, 2007, 03:02 PM
    Quote Originally Posted by rajjar123
    Hi

    I know this issue has been address several times in this forum. However, it is very confusing to determine how to file my taxes for 2006. I would definitely appreciate it if some one can help with my case.

    I came to US from India on F-1 on August 2 2003. My F-1 Visa expires in July 2008. I graduated in May 2006. For 2003,2004,2005 tax years, I obviously filed non-resident taxes as an exempt individual (i.e., 1040NR-EZ, 8843 using W-2 and 1042-S).

    Now in 2006, I graduated and was OPT. My H1B petition got approved on October 1st 2006. However I got my H1B visa stamped only on February 23 2007.

    Now I have one W-2(from my university for 2006) and one W-2 (from my current employer) and some 1099 INT forms from the banks that I have savings account. On my 1099 forms there is no income-tax withheld.

    I did not take any vacation in 2006, In 2005, I re-entered US on 24th Jan after taking vacation on 11 Dec 2004. In 2007 I was outside US for 2 Days in Mexico.

    Now here are my questions.

    1. For 2006 tax year, should I fill 1040-NR-EZ and 8843 or 1040A/1040EZ etc? Am I a non-resident or resident for US tax purposes?. Can you please explain the substantial prescence test in my case?

    2. What happens to 2007 tax (next year) if I leave for 1 month vacation in 2007 under H1 Visa?

    3. Is my case dual?

    4. If non-resident expempt, can I claim deductions on moving expenses, medical bills etc, car tax etc?

    5. If dual status, what are the exact forms that I should fill and what deductions are possible?:confused: .

    Thank you all very much in advance.
    Raj.
    I also forgot to ask this question - Should I declare my interest on savings as part of my gross income?

    Thanks,
    Raj
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
     
    #3

    Feb 25, 2007, 12:30 AM
    Raj:

    Question answered in other forum.

Not your question? Ask your question View similar questions

 

Question Tools Search this Question
Search this Question:

Advanced Search

Add your answer here.


Check out some similar questions!

Substantial Presence Test [ 8 Answers ]

Dear Atlanta Tax Expert, I've been browsing through this forum and have found your responses quite informative. Considering April 17th is the deadline I have a question at the 11th hour. :o I came to US on H1B in Oct 10th 2004, for the first time. I was here till Jan 10th 2005, when I went...

1040NR-EZ substantial Presence Test [ 3 Answers ]

Dear Atlanta Tax Expert, I am F1-OPT-H1 and F1 Status in the Entire 2005.I am wondering what exactly sustantial Test means, I went through IRS website and according to the Instructions this is how I have to do the Test for myself. I was physically present in the United States on...

Substantial presence test [ 1 Answers ]

Thank you Atlanta Tax Expert for answering my question regarding OPT/H1. Since I have been on my H1 only for 92 days , do I still meet the substantial presence test ? I was looking at a Tax software that prepares 1040 NR EZ and the Form 8843for international students. I took a test where I...

Dual status/ Substantial presence test [ 1 Answers ]

I was working on my OPT since May to September 30, 2005 .My H1 started on October 1st, 2005. I am from India. As long as I was on OPT my employer did not deduct the social security and medicare taxes. From October 1st, 2005 , I have been paying these taxes. Should I file my taxes as a dual...

OPT -H1 substantial presence test [ 1 Answers ]

I got my H1 on the 7th of aug, before which I was on OPT . Would I qualify for substantial presence test 183 days after the 7th of August to claim $ 5000 as being on f1 I won't be able to claim the same, if I'm right. Or is it 183 days during a particular calendar yr? Since I am an indian can I...


View more questions Search