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

    Mar 23, 2008, 05:54 PM
    OPT -> H1B + Itemizing Deductions
    Hi everyone

    Had a question about filing for 2007 as an individual who went from OPT to H1b. In short:

    Jul 26, 2005 - Started MS
    Dec 19, 2006 - Ended MS, started OPT
    Jan 19, 2007 - Sep 30, 2007 - OPT (full-time)
    Oct 1, 2007 - present - H1B (change of status from OPT to H1b).

    After a lot of searching and running my presence dates through IStaxes and other sites, I concluded that I do not fulfil the Substantial Presence Test for 2007 and need to file a 1040NR or NREZ.

    My question is - can I itemize deductions under the "expenses for work-related move" category? I relocated from NC to CA after finishing my masters (my employer is in CA) and hence it was a work-related move. I'm not exactly sure if I can itemize this expense as a non-resident, and would like some opinion on it.

    In addition, if this holds true, I'd have to file form 3903.

    So to put it in brief:

    1. Form 1040 NR
    2. Form 3903
    3. Form 540 for CA.

    Is this right?

    Please let me know,

    Thanks,

    Nash
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #2

    May 2, 2008, 12:31 PM
    Moving expenses are NOT an itemized deduction. You claim them on Form 3903 and deduct them on page #1 of Form 1040NR.

    You would file Form 540NR as a part-year resident of California.

    If you earned income in NC, you need to file for that state as well as a part-year resident.
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!

Married while on OPT and H1B.Should I file jointly with my spouse on H1B ? [ 1 Answers ]

Hi, I was on working on OPT from April 2007 to Sep 2007 and then on H1B from Oct 2007 -Dec 2007. My spouse has been on H1B for last 7 years so he's considered as resident alien. We filed our taxes jointly in 2005 and 2006. Since I was on OPT my employer did not deduct Social security...

Taxes and Deductions under H1B [ 3 Answers ]

Hi, I am on H1B since January 2007 (I was on J1 since September 2003). I am working part time as an adjunct, for a Private University . Here are few questions : 1) Because I am part time worker, I am not entitled to benefits by my employer (so no health Insurance). I am wondering why it...

F1-opt tax deductions [ 1 Answers ]

Hi I am working for a company on my OPT STATUS.I would like to know what are the tax deductions for opt students.Can any give me the list of tax deductions for opt students Thanks srinivas

Tax deductions on OPT [ 2 Answers ]

Hi, I am on F-1 status here. I started my OPT from jan 2007 and also, my job started in Jan -07 in NY I have worked on CPT but never had to pay SSN pre tax. My paycheck on OPT had SSN deducted and also Medicare. Should I be being these? Or should I let my HR in Offcie know about this.

OPT-H1 standard deductions? [ 3 Answers ]

First off, great Job! This forum is very useful to people like me. I have read the messages posted here since last year and it seems to me that I fall as a resident alien for this year (05) tax purposes as I passed the substantial presence test. Sorry to post the same question again but I just need...

View more questions Search