Ask Experts Questions for FREE Help !
Ask
    jerry18's Avatar
    jerry18 Posts: 2, Reputation: 1
    New Member
     
    #1

    Apr 4, 2009, 09:48 AM
    Filing tax for H1B and then F2 in the same year
    I came to the United States on Sep 21st, 2007 on H1B visa as a postdoc in a NY state. I got married in Aug, 2008, then quit my job on Sep 31st, 2008. My husband hold F1 and stay for less than 5 years of in U.S.
    My questions are:
    1. for H1B visa, <183 days in U.S. should be non-resident (NR); I did so for my 2007 tax filing. But how about 2008, it seems complicated:
    Jan 1 st, 2008--- March 15th, 2008; H1B, should still be NR
    March 16th,2008---Sep 31th, 2008; H1B, should be resident (R)
    Oct 1st, 2008---Dec 16, 2008; F2 pending, NR or R?
    Dec 17, 2008--- present, F2, NR or R
    What is my tax status, resident or nonresident? Or dual-status?
    2. What form should I submit for federal tax and NY state tax separately?
    3. if I still can use 1040NR-EZ, can I choose my filing status as single NR? Or I must choose married NR
    4. My income is just from my wages. I was withhold federal tax, state tax, social security tax, medicare tax. Should I be withhold for SS tax and medicare tax?
    Thank you !
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #2

    Apr 4, 2009, 08:44 PM

    You are resident for 2008. Your husband is nonresident. As a first year choice, you can file joint return as residents.
    jerry18's Avatar
    jerry18 Posts: 2, Reputation: 1
    New Member
     
    #3

    Apr 5, 2009, 05:27 PM

    Thank you very much for the answer!

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!

Filing Taxes for H1-B and then F1 in the same year? [ 9 Answers ]

I worked in Boston, Massachusetts for first half of year 2008 as H1B VISA employee. For the rest of year 2008, I was a full time student on F1 VISA in Syracuse, New York. Thus I have two W2 forms - one from my previous employer, and one from Syracuse University (student employee). I am in USA...

Tax filing when on OPT and H1 in the same year [ 3 Answers ]

Hi, (part a) My OPT expired in Dec 2007, but I was paid in Feb and April 2008 for the work I done in dec 2007. I have already filed my taxes for the year 2007. I went back to India in Feb 2008 as my OPT expired and my H1 was not approved; I did not have legal status in the USA. Should I still...

H1B and H4: first year tax filing [ 2 Answers ]

Hello, My situation is the following: We came in the USA (California) in September 2007 – me, my husband and 3 children (age 5, 8, 12 years). My husband is on H1 visa, me and the children are on H4 visa. We haven’t been in the USA before so we do not meet the substantial presence test. My...

Complicated state tax filing between NY and NJ and missed filing from last year [ 1 Answers ]

Hi everyone, I am really confused and would appreciate some feedback into how I should proceed with my taxes. My background: I am a non-resident alien, Canadian citizen who is a masters student studying and residing in NJ. During 2006, I worked on campus for a few months and receieved a W2 for...

Filing for the previous year. [ 1 Answers ]

I didn't file for last year because I didn't work much, so this year I filed on line and input 2 accounts with my tax info. I made an account for '06 and one for '05. My '05 never went through but my '06 did?? Could it be because that site was only for '06? What do I do now?


View more questions Search