Ask Experts Questions for FREE Help !
Ask
    nanaeuph's Avatar
    nanaeuph Posts: 4, Reputation: 1
    New Member
     
    #1

    Mar 5, 2012, 01:37 AM
    OPT: Resident or Nonresident alien?
    Hello, I am currently working in the U.S. Under my OPT. I am trying to find out what forms I need to file.

    I came to the U.S. On a F-1 visa in January 2007. I obtained OPT in July 2011. I have been working since August 2011.

    At this point in time, I have been in the U.S. On my F-1 visa for more than 5 years. Am I still considered as a nonresident alien for tax purposes since I am on F-1? Which I need to file the form 1040-NR?
    newacct's Avatar
    newacct Posts: 321, Reputation: 21
    Full Member
     
    #2

    Mar 5, 2012, 04:04 AM
    How is it more than 5 years? Isn't 2011 your fifth year: 2007, 2008, 2009, 2010, 2011? So for 2011 taxes, you should still be a nonresident (unless I'm missing something).
    nanaeuph's Avatar
    nanaeuph Posts: 4, Reputation: 1
    New Member
     
    #3

    Mar 7, 2012, 03:51 PM
    Thank you for your reply.
    So the form I need is 1040NR-EZ, correct?
    Do I need anything else?
    newacct's Avatar
    newacct Posts: 321, Reputation: 21
    Full Member
     
    #4

    Mar 7, 2012, 04:03 PM
    Yes, basically. You also need 8843 to exempt F1 days from the substantial presence test
    nanaeuph's Avatar
    nanaeuph Posts: 4, Reputation: 1
    New Member
     
    #5

    Mar 7, 2012, 05:10 PM
    Okay, thank you!
    nanaeuph's Avatar
    nanaeuph Posts: 4, Reputation: 1
    New Member
     
    #6

    Mar 15, 2012, 01:20 PM
    Hi, I have an another question. This year is my sixth year of staying in the U.S. on an F-1 visa. I started working on my OPT last July. I will be leaving for my country permanently this summer. My question is how can I maintain being a nonresident alien for 2012 taxes and be able to get refund for Social Security and Medicare when I file taxes next year?
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
     
    #7

    Mar 15, 2012, 07:41 PM
    For 2011 you will file nonresident tax return and form 8843. If you stay out of U.S. for more than one year in your country and return back to U.S. on F-1, you may be able to claim nonresident status.

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!

Nonresident alien and spouse resident alien Married filing jointly [ 2 Answers ]

I'm on F1 visa (non-resident alien) and my spouse is on H-1B visa (resident alien). We are looking at filing our taxes as Married filing jointly. My social security and medicare taxes were withheld. 1)Can I file for the refund of social security taxes withheld erroneously? Would I be treated as a...

Resident Alien / Nonresident alien holding a you.S. Visa ? [ 1 Answers ]

Hi.. I have 2 questions 1# I came to the US with F1 visa in 2006 and graduated in May 2008. From June 2008 to Oct 2009, I was on OPT visa which was considered as F1. Then, my company sponsored me to apply H1-B visa. Now I am on H1-B visa and was wondering that which category I fall to. a....

Resident alien married to Nonresident alien- 1040 details [ 2 Answers ]

Hello, I have a straightforward question: I am a resident alien who is married to a nonresident alien. We have one child who is my dependent. I will be filing as head of household and will claim an exemption for my wife (she does not work) and for my child. Do I still need to write my wife's...

Resident alien, nonresident alien or dual status [ 1 Answers ]

Good morning, I arrived in US on Jan 6, 2004 with F-1 visa. I graduated in May 21, 2007. From May 21, 2007 until November 30, 2007 I was with OPT (that is considered still F1) and worked for a company in US. From October 1st until now (2008) I am under H1B visa working for the same company...


View more questions Search