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    Ravi007 Posts: 3, Reputation: 1
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    #1

    Mar 4, 2008, 10:46 AM
    2 W-2s for 2007. Best form to fill?
    OK. Here goes the puzzle...

    Jan 05 - Entered USA with F1
    Jan 07 - OPT started
    April 07 - Work started
    Oct 07 - Changed to H1B
    Oct 07 - Got married
    Spouse on H1B from Oct 06. (I understand that she is a resident alien as she passed the SPT and will be filing 1040 with married filing separately status)

    I got 2 W-2s from my company.
    No Social Security Tax or Medicare Tax withheld in one W-2. (F1 (OPT) period)
    Social Security Tax or Medicare Tax withheld in the other W-2. (H1B period)

    I am filing with married filing separately status.
    Am I supposed to file using 1040? Or 1040NR? Or 1040NR-EZ?

    Can I claim the following deductions?

    Indian tax treaty - $5150
    Personal Excemption - $3400

    My W-4 has a total count of H as 2 (Line 5, I believe)
    So can I also claim the following deductions?
    Married filing separate - $5350
    Head of Household - $7850

    Plese help me solve this puzzle.
    Which form?
    What are the deductions?

    Thanks
    Ravi
    Ravi007's Avatar
    Ravi007 Posts: 3, Reputation: 1
    New Member
    		  
    #2

    Mar 4, 2008, 11:39 AM
    Quote Originally Posted by Ravi007
    OK. Here goes the puzzle....

    Jan 05 - Entered USA with F1
    Jan 07 - OPT started
    April 07 - Work started
    Oct 07 - Changed to H1B
    Oct 07 - Got married
    Spouse on H1B from Oct 06. (I understand that she is a resident alien as she passed the SPT and will be filing 1040 with married filing seperately status)

    I got 2 W-2s from my company.
    No Social Security Tax or Medicare Tax withheld in one W-2. (F1 (OPT) period)
    Social Security Tax or Medicare Tax withheld in the other W-2. (H1B period)

    I am filing with married filing separately status.
    Am I supposed to file using 1040? or 1040NR? or 1040NR-EZ?

    Can I claim the following deductions?

    Indian tax treaty - $5150
    Personal Excemption - $3400

    My W-4 has a total count of H as 2 (Line 5, I believe)
    so can I also claim the following deductions?
    Married filing separate - $5350
    Head of Household - $7850

    Plese help me solve this puzzle.
    which form?
    what are the deductions?

    Thanks
    Ravi
    Help reqd. please!!
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