Ask Experts Questions for FREE Help !
Ask
    dharams1's Avatar
    dharams1 Posts: 1, Reputation: 1
    New Member
    		  
    #1

    Apr 6, 2008, 07:14 PM
    Income Tax Return 2007
    Hi All,
    I entered USA in Sept. 2001 as a F-1 student and filed tax return using following forms:
    (I) 2001- 1040NR-EZ.
    (ii) 2002-2006- 1040NR (once my family joined, wife and two kids)

    From 2001-2006, I was on assistantship.
    In January of 2007, I paid tuition fees and graduated by March, 2007. Started working on OPT and got H1-B status from August, 2007.
    In 2007, following also happened:
    (I) Received vide check some amount that was deducted by my emploer (University), while on CPT , towards retirement plan. The employer has provided form 1099-R.
    (ii) Paid tuition fee on January1, 2007 towards rgeistration in the last quarter of my study.

    My questions are:
    (I) What form I should fill out for filing 2007 tax return (1040, 1040A or 1040NR)?
    (ii) How to take exemption for paying tuition fee? The University has only provided a statement and not form 1098-T.
    (iii) How to report encashing retirement benefits?

    I will appreciate an early response.
    Thanks in advance.
    DS
    JudyKayTee's Avatar
    JudyKayTee Posts: 46,503, Reputation: 4600
    Uber Member
    		  
    #2

    Apr 7, 2008, 05:53 AM
    Quote Originally Posted by dharams1
    Hi All,
    I entered USA in Sept. 2001 as a F-1 student and filed tax return using following forms:
    (i) 2001- 1040NR-EZ.
    (ii) 2002-2006- 1040NR (once my family joined, wife and two kids)

    From 2001-2006, i was on assistantship.
    In January of 2007, i paid tuition fees and graduated by March, 2007. Started working on OPT and got H1-B status from August, 2007.
    In 2007, following also happened:
    (i) Received vide check some amount that was deducted by my emploer (University), while on CPT , towards retirement plan. The employer has provided form 1099-R.
    (ii) Paid tuition fee on January1, 2007 towards rgeistration in the last quarter of my study.

    My questions are:
    (i) What form i should fill out for filing 2007 tax return (1040, 1040A or 1040NR)?
    (ii) How to take exemption for paying tuition fee? The University has only provided a statement and not form 1098-T.
    (iii) How to report encashing retirement benefits?

    I will appreciate an early response.
    Thanks in advance.
    DS
    I think this belongs on the "taxes" board unless someone wanders over here and can answer you.
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!

Can I claim 2006 Tuition Fees on 2007 Tax Return [ 3 Answers ]

I received Form 1098-T for 2006 after I had filed my taxes last year. (2006). I wanted to know if I will be able to claim my 2006 1098-T, along with my 2007 1098-T, on my 2007 Tax Return ? If so, how ? :)

J-1 In Florida Tax Return 2007 [ 5 Answers ]

Hello, I'm a J1 working here in Florida, twice The first period was 12/2006 - 4/2007 I have worked in a Adventure Park. And I have gotten a second job 02/2007 - -3/2007 Then I have returned to the park in... 12/2007 - 3/2008 I want to know if I have to fill the form 1040nr-ez. No...

Tax Return 2007 for H1B Visa [ 1 Answers ]

Hi, I came USA on July 2007 in H1B Visa with my wife in H4 Visa. Now I am going to return Tax for the year 2007. My company will provide me the W2 form. Can you please let me know, how can I apply for Tax Return and where? I heard about ITIN. Is it for my wife? Can I claim tax exemption because...

I sold my house in 2007. How do I file my tax return [ 3 Answers ]

I sold my house in 2007. How do I file my 2007 federal income tax.

View more questions Search